Governance & Proxy Senior Specialist

Date: Feb 15, 2021

Location: New York, NY, US, 10022

Company: Capital Group

Job Title: Governance & Proxy Senior Specialist 

Req ID: 36984 

Location: NYO 

Other location(s): Los Angeles (CA); New York (NY) 

 

“I can take an active role in my career advancement.”

 

You’ve had ongoing conversations with your manager and you’re ready for the next step in your career. Collectively, we’re working hard to advance diversity, equity and inclusion in our organization because we know that what makes us different makes us better.  Part of this commitment is to empower you to build a successful and prosperous career by focusing on internal opportunities and development.

 

ESG at Capital Group

 

Since our founding in 1931, Capital Group has placed an emphasis on deep research often including close relationships with the companies in our portfolios.  Our investors study the companies themselves, as well as the industries and the economic environment in which they operate. In order to find the best investments, we must understand the detailed operating aspects of each company as well as the external issues such as social forces, politics, and economics that can affect its prospects.  Our fundamental research is better thanks to access to corporate officers.  That, combined with our macroeconomic and policy analysis, enable us to identify enduring investment opportunities which can grow across multiple market cycles.  The core of our expertise is our ability to identify and support sustainable growth.

 

Investors around the world are increasingly focused on ESG as part of their investment philosophy, and Capital Group recognizes a unique opportunity to deepen the integration of ESG perspectives into our fundamental research. Our strategy is to systematically incorporate ESG information and research tools into the investment process, consistently communicate to clients our ESG perspectives, and to enable delivery of ESG as a product. Over time, we will increase our voice in the industry with thought leadership on ESG processes, investment approaches and methods for investing sustainably. 

 

ROLE SUMMARY

 

The Governance & Proxy Senior Specialist, as part of the ESG team, will be responsible for researching proxy issues, formulating informed perspectives for Analyst / PMs and credibly engaging on stewardship priorities with portfolio companies.   You will identify and help to define our governance priorities, enhancing our governance policies and developing our thought leadership with the aim of delivering high quality insights into CG’s governance and proxy voting process.

 

PRIMARY RESPONSIBILITIES/ESSENTIAL FUNCTIONS

 

  • Conduct company and sector-level analysis, distill research, demonstrate expertise with proxy voting guidelines, author recommendations and elevate proxy votes for Analyst review
  • As part of the annual proxy guidelines and principles review, provide research to inform Guideline Committee decisions on best-in-class governance norms, aid in customization of guidelines and flag ad hoc issues which may require attention outside of the annual review cycle
  • Respond to requests from issuers to meet, flag issues which may warrant proactive engagement, aid in preparation of the agenda, and lead /co-facilitate engagement meetings.
  • Contribute to Corporate Governance Institute research, distill implications for stewardship and partner on communication in key internal and external forums
  • Support stewardship communication strategy, in partnership with key internal stakeholders, including publishing detailed versions of voting guidelines and principles, voting results and rationale, and case studies for notable votes
  • Partner with Analysts on vote recommendations including determining which votes to engage further on, ensuring a shared understanding of proxy guidelines, and development of agendas and/or meeting facilitation for issuer engagements
  • Keep current with industry, regulatory and economic events and trends to broadly and consistently share knowledge
  • Partner with senior management and other specialists on key initiatives
  • Lead and represent Governance & Proxy’s perspective in initiatives and business matters with various key stakeholders, which may include the Investment Group, Legal and Compliance, Independent Directors and industry associations
  • Provide coaching, mentorship and change management leadership

 

SKILLS/QUALIFICATIONS

 

  • Background in company research, familiarity with proxy voting process, and experience with ESG and sustainable investment 
  • Demonstrates the ability to transform complex data into easy to understand information
  • Demonstrates effective and influential written and oral communication skills with a diverse group of associates, senior business leaders and the Investment Group
  • Demonstrates ability to be self-driven to understand how and why things work, the financial industry and/or the connections between processes and technology
  • Demonstrates ability to build internal networks, collaborate effectively, and influence groups and/or more senior associates
  • Demonstrates strong numerical skills and exceptional I.T. skills, including advanced Excel skills
  • Previous management experience or demonstrated track record of leading projects, mentoring, or leading and coordinating the work of peers
  • CFA, MBA or other relevant professional qualifications beneficial

 

“I can apply in less than 4 minutes.”

 

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

 

“I can learn more about Capital Group.” 

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

 

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. 


Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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