ESG Stewardship Analyst

Date: Aug 5, 2022

Location: Singapore, SG

Company: Capital Group

Role Summary

The Stewardship Analyst, as a member of the ESG team, is responsible for conducting proxy research culminating in proxy voting recommendations to the Investment Group (IG) and engaging with portfolio companies on stewardship priorities; more junior roles will assist with proxy voting operational responsibilities. The associate in this role demonstrates strong working knowledge of Capital Group’s proxy voting guidelines and works under direction only as needed. Partners and provides guidance to Analysts/PMs and the ESG team as needed to conduct sector and industry specific research in support of investment frameworks and case studies to analyze and recommend best practices and standards. Displays a full understanding of the proxy voting and engagement cycle and may represent Capital Group at industry events in order to deliver insights, best practices and process enhancements back to the Stewardship team. 

 

Core Responsibilities

  • Demonstrates a strong understanding of key governance topics, while demonstrating high learning agility in order to build an increasing depth of knowledge, and a sound understanding of the responsibilities of the Stewardship team
  • Prepares company and sector-level research and applies proxy voting guidelines with appropriate judgement, using analysis to diagnose and resolve issues as required, across a broad range of governance, environmental and social topics in order to recommend and author vote recommendations.  Utilizes effective decision quality when elevating proxy votes for IG review and escalating potential voting issues for more senior team member involvement, which may include providing recommendations for potential resolution.
    • Identifies trends in feedback /questions received from internal and external business partners, and makes recommendations to resolve them
    • Has a developing knowledge of market issues, identifies industry trends, and incorporates competitive knowledge into key initiatives and recommendations; consistently shares knowledge within the Stewardship team.
    • May participate in forums to understand the stewardship industry
    • Guides internal business partners through small complexity issues, with a focus on continuous improvement and establishment of business processes
  • Partners with more senior team members in standalone research efforts based on internal requests in areas of familiarity
  • Demonstrates an appropriate level of knowledge in the application of proxy voting guidelines, including escalating relevant trends and making recommendations in a timely manner to senior members of the team for guideline committee consideration
  • Builds credibility with the IG as relationships develop over time and viewed as providing value-added contributions to the proxy voting process
  • Brings developing sector and company expertise as a participant alongside more senior Stewardship associates when engaging with issuers
  • Partners with client-facing group or other internal stakeholders to contribute to the completion of periodic and ad hoc client reporting.
  • Participates in developing training materials around specific topics that increase the team’s knowledge base, and consistently shares articles and notes from webcasts and industry events with the team
  • Participates in projects with key stakeholders, demonstrating an understanding of team procedures and a risk awareness mindset. 
  • Seeks to build relationships, credibility and knowledge with key internal and external stakeholders. 
  • Provides ongoing feedback (both positive and constructive) to leadership on team needs and opportunities
  • More junior roles will ensure that voting decisions are transmitted to the market timely and accurately, and provide support to client and ad hoc reporting requirements.

 

Skills / Qualifications

  • Demonstrates ability to be self-driven to understand how and why things work, the financial industry and/or the connections between processes and technology.
  • Shows a genuine interest in corporate governance and other ESG fields, particularly in APAC markets
  • Ability to learn and apply to their daily work to various systems and research resources
  • Demonstrates a developing knowledge of Stewardship functions, Capital Group’s Proxy Voting Guidelines, policies, procedures and systems
  • Demonstrates effective written and oral communication skills with a diverse group of associates, senior business leaders, the Investment Group and portfolio companies’ management and directors
  • Demonstrates effective report writing skills and data analysis, including recording of engagement and voting activity on internal systems
  • Basic understanding on finance, economics, accounting, business communications or relevant fields
  • Written and oral communication skills with proficiency in either Japanese or Mandarin in addition to English would be a plus.


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