Investment Governance Analyst

Investment Governance Analyst

Looking for a role that combines analytics, operations, and sustainability? This opportunity offers hands-on involvement in proxy voting, ESG-related activities, reporting, and process improvement initiatives, with exposure to global business partners and evolving industry practices.

What is in it for you:

• Hourly salary of $27-29, based on experience.

• 6-month contract.

• Full-time position: 37.50 hours per week.

• Weekday schedule: 8 am-4 pm or 9 am-5 pm.

• Hybrid work, with 3 days per week in the Toronto office.

Responsibilities:

• Support the end-to-end proxy voting lifecycle, including monitoring, reconciliation, and processing of proxy materials to ensure accuracy and completeness across systems and custodians.

• Execute proxy votes on third-party platforms within established deadlines while adhering to market timelines and operational controls.

• Support proxy-related initiatives and seasonal deliverables by tracking milestones, deadlines, and dependencies.

• Coordinate activities with internal teams, custodians, and external vendors to ensure timely completion of deliverables.

• Maintain accurate proxy records and support the preparation of reporting deliverables and regulatory filings.

• Maintain documentation of procedures, requirements, and process changes to support consistency and knowledge sharing.

• Analyze operational data and workflows to identify trends, gaps, and improvement opportunities.

• Translate business requirements into actionable solutions and leverage tools such as Power BI, Power Automate, and Power Apps to enhance reporting, efficiency, and decision-making.

• Assist in applying proxy voting guidelines aligned with corporate governance and ESG principles.

• Support the review of ballot items related to environmental, social, and governance topics according to established guidelines.

• Prepare and maintain data for stewardship reporting, including voting records and regulatory requirements.

• Collaborate with Sustainability, Investment, Governance, Compliance, Legal, Operations, and Technology teams to support proxy voting activities.

• Support updates to proxy voting guidelines, policy documentation, and operational processes.

• Utilize AI technologies to enhance efficiency and consistency in the application of proxy voting guidelines.

• Analyze proxy voting trends and review peer asset manager practices for benchmarking and insights.

• Assist in creating training materials related to proxy processes and guidelines.

• Track milestones and deadlines to ensure the efficient delivery of time-sensitive activities.

• Assist end users with troubleshooting, provide timely resolutions or workarounds, and escalate issues when appropriate.

• Identify opportunities to improve organizational efficiency through new or enhanced processes.

• Measure process improvement outcomes using key performance indicators and metrics.

• Analyze business priorities and provide insights that support value creation.

• Implement automation and workflow improvement solutions using Microsoft Power Platform tools.

• Support organizational change initiatives and provide post-implementation support.

• Build and maintain strong relationships with stakeholders across multiple business functions and global locations.

What you will need to succeed:

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

• Exposure to ESG- or governance-related coursework or certification is considered an asset.

• 2 years of experience in investment operations, asset management, data analysis, or a related field.

• Experience in proxy voting, ESG stewardship, corporate governance, or investment operations is considered an asset.

• Experience with data analysis, reporting, and process improvement initiatives.

• Strong proficiency with Microsoft Excel, including formulas, data analysis, Power Query, VBA, and macros.

• Familiarity with SQL, Power BI, Power Automate, Power Apps, SharePoint, and Microsoft Office applications.

• Knowledge of business systems analysis and/or project management.

• Understanding of operational processes, workflow tools, systems development life cycle concepts, and Agile methodologies.

• Exposure to automation tools and workflow improvement initiatives.

• Experience working within asset management environments is considered an asset.

• Strong attention to detail and commitment to accuracy, transparency, and control.

• Strong analytical, problem-solving, and presentation skills.

• Excellent written and verbal communication skills.

• Strong interpersonal and stakeholder management skills.

• Strong planning and organizational skills with the ability to manage multiple competing deadlines in a fast-paced environment.

• Ability to work independently and collaboratively within a global team environment.

• Strong customer service orientation.

Why Recruit Action?

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.