Associate, Investment Stewardship

Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

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Dimensional’s global investment stewardship activities are managed by the Investment Stewardship group, which sits within Dimensional’s Portfolio Management department. The group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences. This team work closely with a number of stakeholders including portfolio managers, Legal, Compliance, Investment Analytics and Data, Investment Solutions, marketing, and the Global Client Group, to ensure best practice is maintained and our clients’ objectives are met.

As an Associate, responsibilities include monitoring and assisting with the operational workflows involved in proxy voting. Responsibilities involve oversight of the corporate governance practices of Dimensional’s portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary. The Associate, Investment Stewardship is based in our Charlotte office and reports to the Manager, Investment Stewardship.

Responsibilities:

• Identify meaningful portfolio company engagement opportunities, participate in engagements, and track outcomes.
• Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
• Monitor proxy votes to ensure votes are being cast in an accurate and timely manner.
• Identify and research key corporate governance issues and trends within the industry.
• Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee. 
• Identify opportunities for the improvement in the efficiency and reliability of the group’s procedures and operations, including through automation and systemization.

Qualifications:

• A bachelor’s degree is required.
• 2-5 years of mutual fund or investment industry experience
• Experience in investment stewardship, portfolio company analysis, and proxy voting mechanics.
• Ability to manage high-profile engagements with senior executives and board members. 
• Strong communication and public speaking skills
• Demonstrated ability to communicate across the team and within the firm.
• Strong written and analytical skills.
• Demonstrated ability to produce high-quality reports for internal and external distribution.
• Demonstrated ability to compile, manage, and interpret data as well as perform in-depth research and analysis.
• Experience using databases; knowledge of SQL a plus.

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