Wellington Management | Stewardship Associate

Responsibilities

• We are seeking a Stewardship Associate to join this collaborative team, which sits within the COO Group on our Investment Platform, as we seek to scale our capabilities across engagement, proxy voting and stewardship operations.
• This role will support Wellington's stewardship activities by partnering with investment professionals to execute company engagements, inform proxy voting decisions, and advance research on governance and other financially material sustainability issues.
• The successful candidate will be highly collaborative and establish credibility across multiple teams to contribute to engagement prioritization, proxy analysis, stewardship reporting, and the scaling of stewardship processes to deliver strong long-term outcomes for clients.
• Support the Stewardship Lead in the development and execution of thematic and issuer-specific engagement priorities.
• Participate in and lead, where appropriate, engagements with company management and board directors in support of stewardship priorities and to inform proxy voting decisions.
• Identify and communicate key insights, company responsiveness, and engagement outcomes.
• Contribute to issuer-specific research, stewardship case studies and internal knowledge sharing that support the broader investment dialogue.
• Analyze proxy ballot items across global markets and formulate voting recommendations consistent with Wellington's Proxy Voting Guidelines.
• Support proxy voting operations, especially during peak proxy season, while helping improve the efficiency and quality of voting workflows.
• Monitor regulatory developments and evolving governance practices across global markets.
• Maintain accurate engagement records and stewardship data to support reporting, measurement, and transparency.
• Assist with embedding stewardship and sustainable investment capabilities in investor workflows.
• Support stewardship reporting and responses to stewardship-related RFI/RFPs through close collaboration with teams on the infrastructure and client platforms.
• Leverage data analytics and AI-enabled research tools, where appropriate, to improve the efficiency and quality of proxy voting analysis, engagement capture, and reporting.
• Process discipline and continuous improvement mindset – The successful candidate will be highly organized, detail-oriented, and able to manage multiple priorities, particularly during peak proxy season.

Requirements

• Analytical acumen and research judgment.
• Undergraduate degree in Finance, Economics, Business, Law, Sustainability, Political Science, Data Analytics, or a related discipline.
• Approximately 3–6 years of relevant experience in investment stewardship, corporate governance, investment research, responsible investing, sustainability, consulting, investor relations, or another research-oriented role.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Familiarity with data tools such as Power BI, Python, or other AI-enabled workflows is a plus.
• Exceptional early-career candidates with outstanding analytical ability, writing skills, and demonstrated interest in corporate governance and investing will also be considered.
• We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
• Superior communication and collaboration skills – This role requires the ability to communicate complex topics clearly and concisely, both verbally and in writing.

Wellington Management

Wellington Management is an employer hiring in the United States (sector: BFSI / Investments / Insurance).

Its finance, accounts, audit and tax openings in the United States are mostly in Boston.

• Industry: BFSI / Investments / Insurance