Investment Stewardship Policy Research Analyst Senior Specialist
Investment Stewardship Policy Research Analyst Senior Specialist
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1 Vacancy
Job Description
Vanguards Investment Stewardship program acts as a voice for our investors to promote strong corporate governance focused on longterm investment returns at the companies in which our funds invest. Our Investment Stewardship program is closely aligned with Vanguards core purpose to take a stand for all investors to treat them fairly and to give them the best chance for investment success. Investment Stewardship supports this mission by engaging with executive leadership teams and boards of directors of the companies in which the Vanguardadvised funds invest as well as voting at shareholder meetings to make sure that investors interests are always a priority.
The Investment Stewardship Research & Policy (ISRP) team leads the ongoing analysis development and application of proxy voting policies for the Vanguardadvised funds to promote governance practices aligned with longterm shareholder returns. In support of this objective the team conducts ongoing research to ensure that the funds policies remain clear current and aligned with the best interests of the funds investors. Each role on the ISRP team has the opportunity to collaborate with practitioners across Investment Stewardship in service of our mission to safeguard longterm investment returns for Vanguardadvised funds and their shareholders by being a respected constructive voice on corporate governance matters with an enduring pragmatic and scalable approach anchored in rigorous datadriven casebycase assessments.
As a Senior Research & Policy Specialist you will be responsible for leading complex quantitative and qualitative research initiatives in support of the Vanguardadvised funds proxy voting policy development process providing analytical decision support for complex voting and engagement matters and collaborating across the Investment Stewardship team to prioritize research efforts. You will be expected to build and apply deep subject matter expertise on global corporate governance matters and formulate policy and/or voting recommendations aligned with the best interests of fund shareholders.
Responsibilities:
- Initiates and performs complex research projects utilizing quantitative and qualitative analysis of third party and proprietary data to test existing policies as well as develop new policy recommendations. Devises perspectives that enhance Vanguards role as an investment stewardship leader in the industry.
- Prepares written material presentations and statistical analyses to support the development of Vanguards strategic positioning on current and emerging investment stewardship issues. Identifies various angles including pros and cons for each policy option and presents recommendations to senior management.
- Supports direct engagement conversations with senior officials from funds portfolio companies to communicate Vanguards views and expectations on stewardship issues.
- Participates in the ongoing review and enhancement of Vanguards investment stewardship policy. Performs detailed policy audits and makes recommendations on policy changes.
- Serves as an internal authority on investment stewardship matters and collaborates with other subject matter experts to identify research requirements. Maintains strong working relationships and presents high impact analyses findings and recommendations to key internal and external stakeholders.
- Oversees complex group or companywide projects to ensure that project objectives are met including the advancement of Investment Stewardships impact on relevant stewardship issues.
- Mentors and coaches other crew members to support individual and teamwide development.Maintains a high level of expertise by participating in industry events industry working groups corporate initiatives and researching current events.
- Contributes to internal training on Vanguards global Investment Stewardship program. Ensures that new policies and/or procedures are communicated in a clear concise manner.
- Participates in special projects and performs other duties as assigned.
What it Takes:
- Minimum of eight years related work experience investment management and/or analysis experience preferred.
- Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
- Ability to independently lead complex research and problemsolving exercises on corporate governance/investment stewardship matters.
- Strong analytical and problemsolving skills.
- Familiarity with various analytical tools and data frameworks.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere on a mission.
To work for the longterm financial wellbeing of our clients. To lead through product and services that transform our clients lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling inperson learning collaboration and connection. We believe our missiondriven and highly collaborative culture is a critical enabler to support longterm client outcomes and enrich the employee experience.
Required Experience:
Senior IC
Employment Type
Full-Time
