Proxy Analyst

  • Competitive
  • Merrimack, NH, USA
  • Permanent, Full time
  • Fidelity Investments
  • 20 Feb 18 2018-02-20

Proxy Analyst

Fidelity's Investment Proxy Research (IPR) team is responsible for Fidelity's affiliated advisors' proxy voting programs, including Fidelity Management and Research Company, Fidelity Institutional Asset Management, Strategic Advisers, Fidelity Investments Canada and other internal business partners. Program activities include vote execution, corporate governance research and analysis, portfolio company engagement, policy development and reporting responsibilities.

The Proxy Analyst will review, analyze and vote proxy materials in accordance with board- and client-approved guidelines. The Analyst will have familiarity with proxy voting procedures, regulations and corporate governance, executive compensation and shareholder rights issues. A general knowledge of asset management operations, corporate law and SEC regulations is desired. The Analyst will meet with investment management and members of portfolio company boards of directors and senior executives to communicate and potentially resolve corporate governance and executive compensation issues raised under the proxy voting guidelines. The Analyst may collect and analyze voting and engagement statistics on a scheduled or ad hoc basis. In executing these responsibilities, the Analyst will be analytical in monitoring activity to gather and interpret data leading to process improvement initiatives.

The role requires intellectual curiosity, problem-solving skills and the ability to communicate effectively at all levels. Appropriate decision-making skills are required. The candidate will need to work independently to resolve reoccurring challenges and escalate more difficult issues. They will need to exercise superior judgment in keeping the management team informed about day-to-day issues.

Primary Responsibilities

  • Reviews, analyzes and votes proxy materials at company shareholder meetings in accordance with board- and client-approved guidelines
  • Completes complex analytical governance and executive compensation research of particular shareholder meetings and companies
  • Effectively represents Fidelity when meeting with portfolio company C-level executives and members of the board of directors to communicate and potentially resolve corporate governance and executive compensation issues raised under the proxy voting guidelines
  • Communicates effectively internally with investment professionals, legal and senior management regarding proxy voting and corporate governance issues at portfolio companies
  • Stays current with corporate governance and executive compensation trends and commences additional research as needed
  • Researches proxy voting guideline related issues and supports staff in their completion of such projects
  • Supports annual regulatory filings of proxy voting activity
  • Establishes and maintains positive working relationships with other Fidelity business groups to facilitate the receipt of information necessary for accurate completion of responsibilities
  • Participates in and contributes to department-wide initiatives in support of individual, team and department goals
  • Identifies process improvement opportunities

Education and Experience
  • Bachelor's Degree required
  • 2-4 years' experience, including two years preferably focused on proxy voting, corporate governance, executive compensation or portfolio company engagement

Skills and Knowledge
  • Demonstrated analytical skills, intellectual curiosity, problem-solving abilities and attention to detail
  • Strong organizational skills with an ability to manage multiple priorities and high volumes while meeting stringent deadlines
  • Familiarity with SEC filings
  • Capable of distilling complex corporate governance related information from public company documents
  • Demonstrated understanding or competency in corporate governance globally
  • Strong understanding of shareholder and corporate governance issues gathered through research and contact with portfolio companies
  • Strong verbal and written communication skills
  • Ability to establish and maintain strong relationships with demanding clients, senior personnel and internal business partners
  • Understanding of the operational issues associated with proxy voting
  • A team player with good interpersonal skills and ability to work collaboratively across functions
  • Strong PC skills including Microsoft Office applications
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients' money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit www.fidelity.com .

Fidelity Investments is an equal opportunity employer.