Investment Stewardship Analyst

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the worlds most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the worlds most sophisticated clients using leading technology and exceptional service. Role: Our global stewardship team is part of our investment platform services group, with dedicated and experienced sector and market focused specialists located in Chicago, London, Melbourne and Bangalore. As an Investment Stewardship Specialist, you will be responsible for supporting and executing our evolving and expanding active ownership activities, based in Chicago. You will exhibit excellent analytical skills, leadership and strong communication. The successful candidate for this role will demonstrate a strong understanding of key governance trends and financially material sustainability topics across sectors, with a primary focus on issuers in the Americas. The candidate will contribute to sector and industry specific research in collaboration with other partners in the broader investment practice. Responsibilities: Engagement and Voting Lead and manage engagement with companies on a variety of topics focused on enterprise value creation, corporate governance and financially material sustainability factors that impact client investment outcomes. Ahead of any engagement conduct thorough company specific research for the sectors allocated to the role, to identity and set objectives for the topics relevant to the specific company. Monitoring progress towards engagement milestones/outcomes, maintaining accurate records. Collaborate with internal teams to produce timely research and marketing materials on topics related to corporate governance and corporate sustainability. Contribute to advancing the integration of our stewardship program and our investment decision-making processes, and increasing collaboration with fundamental research analysts, to add their insights to our engagements and proxy voting decisions. Act as a primary point of contact for firms wishing to meet on corporate governance, corporate sustainability, and voting related issues. Analyze shareholder meeting agendas and related materials to ensure votes are submitted timeously and accurately in accordance with NTAMs proxy voting guidelines. Support the firms Proxy Committee by providing research and recommendations on industry trends and contribute to the ongoing refinement of NTAMs proxy voting guidelines. Gain an understanding of investment and shareholder issues gathered through research and contact with a variety of market participants to support position papers and contribute to public policy consultations. Clients Provide support for the Americas institutional and wealth management businesses by attending client meetings and supporting responses to RFPs and other capabilities inquiries. Contribute to newsletters and other external facing mediums with case studies and market analysis. Contribute to reporting relating to the firms stewardship activities. Internal / External Advocacy Identify, coordinate, and participate in industry events relating to stewardship. Monitor global regulatory developments and engage with relevant industry bodies, as required for sectors under coverage. Contribute to responses to public policy consultations i.e. regulators, government, notable industry bodies. Support internal partner education on stewardship and engagement topics. Share best practice in engagement techniques with investment teams, deepening their understanding of global challenges in relation to stewardship and related sustainability practices and factors, assisting in the identification of material risks and opportunities. Knowledge/Skills: Understanding of financially material corporate governance and corporate sustainability issues and how they relate to investment outcomes. Strong interpersonal and communication skills, both written and verbal. The ability to influence and inspire senior internal and external stakeholders, ideally with some previous leadership skills. Inclusive, collegiate attitude, strong partnership skills, a team player, with ability to also work independently. Ability to interpret and explain complex business and financial topics, making these relevant for clients, companies and other market participants. Knowledge of stewardship best practice. Curiosity and a desire to understand developments within the financial services industry, including emerging processes and technologies in the field of investment stewardship. Ability to ingest information from multiple sources, attending to detail, synthesizing key points and demonstrating sound judgment in forming opinions and recommendations. Initiative, self-management, and personal discipline are vital, as is the ability to work to short deadlines and under pressure. Experience: At least seven (7) years experience in a relevant or complementary field, preferably at a global corporation, asset manager or asset owner. Bachelors degree required. Prior experience in corporate governance or stewardship, corporate sustainability. An understanding of integrating governance or sustainability into investment process or corporate operations. Fundamental investment research experience would be useful. Proven track record of successfully engaging with senior executives and directors. Salary Range: $99,600 - 169,200 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons weve been named one of the worlds most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)