Stewardship and Proxy Analyst

Fidelity

Merrimack, New Hampshire

JOB DETAILS
SKILLS
Analysis Skills, Communication Skills, Corporate Governance, Corporate Policies, Data Visualization Tools, ERISA (Employee Retirement Income Security Act of 1974), Financial Services, Green Business, Human Capital, Identify Issues, Investment Analysis, Investment Funds, Investment Services, Legal, Maintain Compliance, Microsoft Exchange Server, Multitasking, Policy Development, Power BI, Presentation/Verbal Skills, Proxy Statement, Regulations, Regulatory Compliance, Regulatory Requirements, Reporting Skills, Risk Analysis, Securities, Securities Investments, Securities and Exchange Commission (SEC), State Laws and Regulations, Stewardship, Tableau, Team Player, Time Management, Trend Analysis, Writing Skills
LOCATION
Merrimack, New Hampshire
POSTED
10 days ago

Job Description:

The Role
Are you interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity’s guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments.

•    Review and analyze proxy statements, shareholder proposals, and governance disclosures.
•    Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements
•    Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters
•    Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends
•    Monitor and research trends in corporate governance, human and natural capital, and other emerging areas
•    Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates
•    Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors.

The Expertise and Skills You Bring

•    Bachelor’s degree; advanced degree preferred
•    2-4 years of financial services experience
•    Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately
•    Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability.
•    Effective verbal and written communication and presentation skills
•    Strong sense of ownership, accountability and focus on achieving objectives
•    Experience with or interest in shareholder and corporate governance issues
•    Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau).

This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity’s affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity.

Note: Fidelity will not provide immigration sponsorship for this position

Certifications:

Category:

Investment Operations

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About the Company

F

Fidelity

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses. Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Banking
FOUNDED
1946
WEBSITE
https://jobs.fidelity.com/