Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
About the RoleAbout the Role
Wellington's Stewardship & Sustainable Investment team plays a key role in bringing together our sustainable investment capabilities and the firm's stewardship activities, helping to enhance long-term value for our clients. We are seeking a Stewardship Analyst to join this collaborative team, which sits within the COO Group on our Investment Platform, as we seek to scale our capabilities across engagement, proxy voting and stewardship operations.
This role will support Wellington's stewardship activities by partnering with investment professionals to execute company engagements, inform proxy voting decisions, and advance research on governance and other financially material sustainability issues. The successful candidate will be highly collaborative and establish credibility across multiple teams to contribute to engagement prioritization, proxy analysis, stewardship reporting, and the scaling of stewardship processes to deliver strong long-term outcomes for clients.
Responsibilities
Company Engagement
Support the Stewardship Lead in the development and execution of thematic and issuer-specific engagement priorities.
Participate in and lead, where appropriate, engagements with company management and board directors in support of stewardship priorities and to inform proxy voting decisions.
Identify and communicate key insights, company responsiveness, and engagement outcomes.
Contribute to issuer-specific research, stewardship case studies and internal knowledge sharing that support the broader investment dialogue.
Proxy Voting
Analyze proxy ballot items across global markets and formulate voting recommendations consistent with Wellington's Proxy Voting Guidelines.
Incorporate company engagement history, investment research, governance practices, and market context into voting analysis, feeding back into development of voting guidelines
Support proxy voting operations, especially during peak proxy season, while helping improve the efficiency and quality of voting workflows.
Monitor regulatory developments and evolving governance practices across global markets.
Stewardship Operations
Maintain accurate engagement records and stewardship data to support reporting, measurement, and transparency.
Leverage data analytics and AI-enabled research tools, where appropriate, to improve the efficiency and quality of proxy voting analysis, engagement capture, and reporting.
Assist with embedding stewardship and sustainable investment capabilities in investor workflows
Support stewardship reporting and responses to stewardship-related RFI/RFPs through close collaboration with teams on the infrastructure and client platforms.
Essential Skills
Analytical acumen and research judgment – The ideal candidate will demonstrate strong analytical skills and the ability to evaluate company disclosures, governance practices, proxy materials, sustainability reporting, and market context to form thoughtful, evidence-based recommendations. Comfortable working with qualitative and quantitative information and identifying the most decision-useful insights will be essential.
Stewardship and investment orientation – Successful candidates will bring a strong interest in corporate governance, stewardship, sustainability, and long-term investing. The ability to connect stewardship activities to investment relevance, client outcomes, and financially material issues will be important, along with sound judgment in assessing company practices and engagement opportunities.
Superior communication and collaboration skills – This role requires the ability to communicate complex topics clearly and concisely, both verbally and in writing. The Stewardship Analyst will partner closely with investment professionals, stewardship colleagues, and teams across the Investment and Client Platforms, so strong relationship-building skills, humility, and a collaborative orientation are essential.
Process discipline and continuous improvement mindset – The successful candidate will be highly organized, detail-oriented, and able to manage multiple priorities, particularly during peak proxy season. A proactive approach to improving workflows, maintaining high-quality stewardship data, and adopting AI-enabled tools or other technology to enhance research, reporting, and engagement tracking will be highly valued.
Qualifications
Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline.
Approximately 3–6 years of relevant experience in investment stewardship, corporate governance, investment research, responsible investing, sustainability, consulting, investor relations, or another research-oriented role.
Proficiency in Microsoft Office, particularly Excel and PowerPoint. Familiarity with data tools such as Power BI, Python, or other AI-enabled workflows is a plus.
Exceptional early-career candidates with outstanding analytical ability, writing skills, and demonstrated interest in corporate governance and investing will also be considered.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Skills Required
- Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline
- Approximately 3-6 years of relevant experience in investment stewardship, corporate governance, investment research, responsible investing, sustainability, consulting, investor relations, or another research-oriented role
- Proficiency in Microsoft Office, particularly Excel and PowerPoint
- Strong analytical skills and research judgment
- Interest or experience in corporate governance, stewardship, sustainability, and long-term investing
- Exceptional written, verbal communication, collaboration, and relationship-building skills
- Strong organization, attention to detail, process discipline, and ability to manage multiple priorities
- Familiarity with Power BI, Python, or other AI-enabled workflows
Wellington Management Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wellington Management and has not been reviewed or approved by Wellington Management.
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Retirement Support — Employer-funded retirement contributions and profit-sharing are frequently highlighted as standout elements of the package. The retirement program is often described as unusually strong and a major pillar of total rewards.
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Healthcare Strength — Medical, dental, vision, and related coverage are characterized as comprehensive and well-regarded. Core health benefits are seen as a meaningful contributor to overall satisfaction.
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Parental & Family Support — Parental leave and family supports are described as generous compared to common U.S. norms. Exact durations can vary by location or role, but family-related time off is consistently called out as a strength.
Wellington Management Insights
What We Do
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
