Proxy Governance Analyst

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at www.aviso.ca.

The Opportunity:

We’re looking for a Proxy Governance Analyst to join our Asset Management team, NEI Investments.

Reporting to the Senior Manager, ESG Evaluations & Proxy Voting, the Proxy Governance Analyst is responsible for conducting proxy voting analysis, vote execution, on-going governance research as well as maintaining NEI’s Proxy Voting Guidelines. The analyst will also collaborate with other analysts to discuss research and co-ordinate corporate engagements on proxy matters as necessary.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Conduct timely and accurate proxy voting analysis and vote execution, based on NEI’s Proxy Voting Guidelines and corporate engagement priorities
• Co-ordinate proxy voting operations, including reviewing meetings list and proxy advisory reports, relationship with proxy advisor, proxy voting trouble-shooting, supporting sector analysts and proxy-related engagement meetings
• Maintain records of proxy voting, assist in analysis, review and report proxy votes and identify common themes, trends and progress over time
• Assist with the compilation of voting data for stewardship reporting and Board presentation materials
• Monitor corporate governance standards, regulatory developments and best practices and contribute to ongoing voting policy updates
• Co-ordinate and assist with NEI’s feedback on proxy campaign and associated dialogue
• Assist team with special projects and support research requirements as needed

Requirements

Your experience and skills:

• 2 years’ plus experience in proxy voting research and administration, governance, compliance or ESG
• Ability to manage critical deadline driven workflow, particularly during the peak time of proxy season
• Excellent attention to detail
• Strong organizational and project management skills
• Strong written, verbal and analytical skills
• Ability to conduct research, draw insights and convey ideas clearly and concisely
• Strong data compilation, management and analytical skills
• Ability to work independently and collaboratively with all levels of staff, including management and other internal business partners
• Familiarity with ISS ProxyExchange platform is an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Advanced knowledge in MS Office (Outlook, Word, Excel, PowerPoint) preferred
• Experience with visualization tools or programming an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at www.aviso.ca.