Investment Operations Analyst – Proxy Voting & ESG

Investment Governance Analyst Looking for a role that combines analytics, operations, and sustainability? This opportunity offers hands-on involvement in proxy voting, ESG-related activities, reporting, and process improvement initiatives, with exposure to global business partners and evolving industry practices. What is in it for you: • Hourly salary of $27-29, based on experience. • 6-month contract. • Full-time position: 37.50 hours per week. • Weekday schedule: 8 am-4 pm or 9 am-5 pm. • Hybrid work, with 3 days per week in the Toronto office. Responsibilities: • Support the end-to-end proxy voting lifecycle, including monitoring, reconciliation, and processing of proxy materials to ensure accuracy and completeness across systems and custodians. • Execute proxy votes on third-party platforms within established deadlines while adhering to market timelines and operational controls. • Support proxy-related initiatives and seasonal deliverables by tracking milestones, deadlines, and dependencies. • Coordinate activities with internal teams, custodians, and external vendors to ensure timely completion of deliverables. • Maintain accurate proxy records and support the preparation of reporting deliverables and regulatory filings. • Maintain documentation of procedures, requirements, and process changes to support consistency and knowledge sharing. • Analyze operational data and workflows to identify trends, gaps, and improvement opportunities. • Translate business requirements into actionable solutions and leverage tools such as Power BI, Power Automate, and Power Apps to enhance reporting, efficiency, and decision-making. • Assist in applying proxy voting guidelines aligned with corporate governance and ESG principles. • Support the review of ballot items related to environmental, social, and governance topics according to established guidelines. • Prepare and maintain data for stewardship reporting, including voting records and regulatory requirements. • Collaborate with Sustainability, Investment, Governance, Compliance, Legal, Operations, and Technology teams to support proxy voting activities. • Support updates to proxy voting guidelines, policy documentation, and operational processes. • Utilize AI technologies to enhance efficiency and consistency in the application of proxy voting guidelines. • Analyze proxy voting trends and review peer asset manager practices for benchmarking and insights. • Assist in creating training materials related to proxy processes and guidelines. • Track milestones and deadlines to ensure the efficient delivery of time-sensitive activities. • Assist end users with troubleshooting, provide timely resolutions or workarounds, and escalate issues when appropriate. • Identify opportunities to improve organizational efficiency through new or enhanced processes. • Measure process improvement outcomes using key performance indicators and metrics. • Analyze business priorities and provide insights that support value creation. • Implement automation and workflow improvement solutions using Microsoft Power Platform tools. • Support organizational change initiatives and provide post-implementation support. • Build and maintain strong relationships with stakeholders across multiple business functions and global locations. What you will need to succeed: • Bachelor’s degree in Finance, Business Administration, Economics, or a related field. • Exposure to ESG- or governance-related coursework or certification is considered an asset. • 2 years of experience in investment operations, asset management, data analysis, or a related field. • Experience in proxy voting, ESG stewardship, corporate governance, or investment operations is considered an asset. • Experience with data analysis, reporting, and process improvement initiatives. • Strong proficiency with Microsoft Excel, including formulas, data analysis, Power Query, VBA, and macros. • Familiarity with SQL, Power BI, Power Automate, Power Apps, SharePoint, and Microsoft Office applications. • Knowledge of business systems analysis and/or project management. • Understanding of operational processes, workflow tools, systems development life cycle concepts, and Agile methodologies. • Exposure to automation tools and workflow improvement initiatives. • Experience working within asset management environments is considered an asset. • Strong attention to detail and commitment to accuracy, transparency, and control. • Strong analytical, problem-solving, and presentation skills. • Excellent written and verbal communication skills. • Strong interpersonal and stakeholder management skills. • Strong planning and organizational skills with the ability to manage multiple competing deadlines in a fast-paced environment. • Ability to work independently and collaboratively within a global team environment. • Strong customer service orientation. Why Recruit Action? Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted. Job Types: Full-time, Fixed term contract Contract length: 6 months Pay: $27.00-$29.00 per hour Benefits: • Work from home Experience: • Microsoft Excel (formulas, data analysis; Power Query/VBA): 1 year (required) • Data analysis, reporting, and process improvement: 1 year (required) • SQL, Power BI, Power Automate, or SharePoint : 1 year (required) Work Location: Hybrid remote in Toronto, ON M4W 1E5

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