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Stewardship Manager

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Morningstar

3d ago

  • Job
    Full-time
    Expert Level
  • Research & Development
    Sustainability
  • Toronto
  • 10d left

AI generated summary

  • You need a relevant advanced degree, 10 years of experience in investor relations or finance, strong proxy and sustainability knowledge, excellent research skills, and professional communication.
  • You will lead a team in proxy voting research, track regulatory developments, provide thought leadership, answer client inquiries, and contribute to reports and program development.

Requirements

  • Advanced qualification and/or post-graduate degree in a related discipline. Additional credentials welcomed.
  • Minimum 10 years of relevant experience in investor relations, responsible investing, law, finance, regulatory oversight, consulting or academia.
  • Strong familiarity with the proxy process and engagement.
  • Strong understanding of corporate sustainability and corporate governance disclosure frameworks in major markets.
  • Excellent research, analytical and writing capabilities.
  • Data management and quantitative analysis skills.
  • Highly professional communication skills (both in spoken and written formats).
  • Ability to handle a variety of responsibilities and to deliver efficiently by prioritizing tasks.
  • Demonstrated competence working in teams and collaborative settings.
  • Alignment with Sustainalytics’ mission, vision, and values.

Responsibilities

  • Lead a small team of proxy voting research analysts to conduct research and articulate informed positions on governance and sustainability ballot measures voted across markets and throughout the year
  • Track and understand regulatory developments as well as industry and investor initiatives that shape corporate accountability across markets.
  • Contribute thought leadership on corporate governance themes and developments in proxy voting.
  • Work closely with colleagues to answer client questions and ensure a high degree of client satisfaction.
  • Collaborate with the Program Manager to ensure that the program continues to develop to meet investor client expectations.
  • Contribute to client deliverables, including periodic progress reports.

FAQs

What is the primary purpose of the Stewardship Manager position?

The primary purpose of the Stewardship Manager position is to work at the intersection of investing and corporate sustainability, specifically by researching and developing proxy voting recommendations and leading a team in the ESG Voting Policy Overlay.

What qualifications are required for this position?

Candidates are required to have an advanced qualification or post-graduate degree in a related discipline, a minimum of 10 years of relevant experience, strong familiarity with the proxy process, and excellent research, analytical, and writing capabilities.

What kind of experience is preferred for candidates applying for this role?

Preferred experience includes roles in investor relations, responsible investing, law, finance, regulatory oversight, consulting, or academia, alongside strong subject matter expertise in corporate governance and climate-related investment risks.

How many analysts will the Stewardship Manager lead?

The Stewardship Manager will lead a small team of proxy voting research analysts.

What types of tasks will the Stewardship Manager be responsible for?

The Stewardship Manager will be responsible for conducting research, articulating informed positions on governance and sustainability ballot measures, tracking regulatory developments, contributing to client deliverables, and ensuring high client satisfaction.

Are there opportunities for thought leadership in this position?

Yes, the position offers opportunities to contribute thought leadership on corporate governance themes and developments in proxy voting.

When is the application deadline for this position?

The application deadline for this position is Monday, October 14th, 2024.

What is the work environment like at Morningstar Sustainalytics?

Morningstar Sustainalytics offers a hybrid work environment, allowing employees to work remotely while collaborating in-person at least three days a week.

What types of collaboration can employees expect?

Employees can expect to engage meaningfully with their global colleagues, utilizing tools and resources that enhance collaboration despite physical distances.

Is there a focus on corporate sustainability in this role?

Yes, the Stewardship Manager role has a strong emphasis on corporate sustainability as it relates to proxy voting and engagements with companies.

Morningstar

Our mission is to empower investor success.

Finance
Industry
5001-10,000
Employees
1984
Founded Year

Mission & Purpose

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and realtime global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $246 billion in assets under advisement and management as of Dec. 31, 2022. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.