Capital Group, Global Stewardship and Engagement Operations Analyst - Application via WayUp

This role is with Capital Group. WayUp is partnering with Capital Group to hire top talent.

The Global Stewardship and Engagement (GSE) team sits within Capital Group’s broader ESG team and is responsible for investment stewardship of our clients’ assets. Within the GSE team, the GSE Operations sub-team supports this investment stewardship through proxy voting, securities lending, system enhancements, and reporting.

The Stewardship Operations Analyst plays a critical role in the day-to-day operations of the GSE team. The role is responsible for proxy voting process management and execution, account maintenance & management, risk management, and continuous improvement to ensure effective stewardship and compliance of our governance activities. The Stewardship Operations Analyst is expected to independently complete moderately complex projects/studies while partnering with senior colleagues on more complex work. While prior knowledge of proxy voting is not required, the ideal candidate will have demonstrable experience owning operational processes with high quality results, a growth mindset on learning new skills, detail orientation and strong communication skills. They will also have a strong working knowledge of Microsoft Office products (MS 365, Power BI, etc.).

Primary responsibilities/essential functions:

Stewardship Operations:

Proxy voting

• Execute daily proxy operations, collaborating with custodians, vendors, and internal teams, to ensure that voting decisions on behalf of CG’s clients are transmitted to the market timely and accurately.
• Daily review of securities lending operations and assist with reporting to key stakeholders.
• Track, process and monitor documentation required for voting in various markets.
• Proactively update the team on time critical meetings, impending deadlines and sensitive votes. Escalates issues to leadership, with recommended solutions, as needed.
• Manage internal Watchlists, ensuring connectivity between upcoming proxy votes, supporting workflow and step out processes.
• Coordinate new account onboarding and track account changes; updating systems and documentation as needed
  
  

Reporting

• Coordinate and review routine and ad hoc client reporting. Independently respond to follow-up questions.
  
  

Process ownership and documentation

• Maintain a strong working relationship with vendors in support of daily operations and key business initiatives.
• Leads the establishment and maintenance of operational workflow protocols to key internal and external partners, including managing processes and procedures. Maintains strong working relationships with key partners across CG to ensure operations, such as new accounts/funds and custodian changes, are updated on critical activities.
• Maintains and updates Promapp procedures and process documentation
  
  

Team Contributions:

• Keeps current with market-specific changes or trends and voting technical knowledge. Distils operational implications to the CG voting process.
• Participates, and may lead, project execution with key partners across a broad range of operational and occasionally, governance-specific topics, using strong planning, teamwork, and communication skills.
• Consistently demonstrates a risk awareness mindset, anticipates potential issues, and drives implementation of enhancements to reduce risk and create efficiencies with consideration of market best practices
• Partner to deliver the team’s operational training needs, leading training sessions and developing training materials.
• Identifies opportunities for process improvement.
• Provides ongoing feedback to leadership on individual or team development opportunities and the team environment.
  
  

“I am the person Capital Group is looking for.”

• You have a minimum of 3 years’ work experience (preferably in finance).
• You're proficient in MS office suites (particularly Excel) and PowerBI. Fluency in mail merge tools/software is a plus.
• You’ve demonstrated interest and the ability to keep abreast of current and emerging best practices and changes to technology.
• You have effective written and oral communication skills, successfully adapting your approach with a diverse group of associates and senior business leaders.
• You’ve implemented processes with high complexity and are accustomed to collaborating in groups to ensure work is completed in a timely manner.
• You have excellent attention to detail and take pride in completing work with strong accuracy.
• You’ve taken initiative by identifying issues and recommending solutions.
• You’ve demonstrated awareness of strengths and areas for improvement and seek opportunities for development.
• You’ve demonstrated intellectual curiosity and analytical skills when approaching complex problems.
• You've exercised sound judgment in resolving matters and considered downstream impacts.
• You have a bachelor's degree.
  
  

Southern California Base Salary Range: $96,120-$153,792

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

• Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
  
  

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.