Business Operations Analyst (Proxy Voting)

Alderson Loop is looking for a Business Operations Analyst that specializes in proxy voting to support investment teams through all stages of the client and strategy life cycle by managing investment-related, operational activities at a Fortune 500 investment firm. The Analyst will be assisting with the below activities:

• Support ongoing operational activities associated with portfolio management of firm and client strategies
• Providing operational support for the life cycle of a proxy vote;
• Reviewing, researching and resolving proxy-related operational issues of varying complexity levels independently
• Researching and analyzing data as it relates to Environmental, Social and Governance (ESG) investing operations
• Uses discretion to coordinate Governance team responses to ad hoc and recurring quantitative ESG Investing-related data inquiries posed by internal teams, clients, consultants, and prospects
• Develops use cases and testing plans and participates in user acceptance testing to ensure successful outcomes
• Communicating with the Governance teams, globally
• Reviewing and processing votes
• Maintains accurate and complete procedural documentation for assigned responsibilities
• Generating scheduled and bespoke reporting for internal and external clients
• Opening and maintaining account records at the custodian and proxy vendor
• Performing quality control and reconciliation of proprietary and client data

Qualifications

• 4+ years of total relevant work experience
• The ideal candidate will have an understanding of the Voluntary Corporate Actions process
• Experience with Proxy Voting process and Proxy Voting operations
• Bachelor's degree or the equivalent combination of education and relevant experience
• Investment management or portfolio management support experience, knowledge or understanding of the investment process
• Advanced skills in Excel, Adobe, Word and PowerPoint