At a Glance
- Tasks: Engage with portfolio companies and oversee corporate governance practices.
- Company: Join a leading investment firm focused on stewardship and innovation.
- Benefits: Comprehensive benefits, educational initiatives, and a supportive work culture.
- Other info: Dynamic role with opportunities for career growth and development.
- Why this job: Make a real impact in investment stewardship while collaborating globally.
- Qualifications: Bachelor’s degree and experience in investment stewardship or mutual funds.
The predicted salary is between 59400 - 72600 £ per year.
Job Description
The Investment Stewardship Group
Dimensional’s global investment stewardship activities are managed by the Investment Stewardship Group, which sits within Dimensional’s Portfolio Management department.
The Group implements proxy voting policies, engages with portfolio companies, researches governance issues and industry trends, and communicates Dimensional’s approach to investment stewardship to internal and external audiences.
The team works closely with multiple stakeholders including portfolio managers, Legal, Compliance, Investment Engineering, Investment Solutions, Marketing, and the Global Client Group, to ensure best practice is maintained and our clients’ objectives are met.
The Opportunity
The Senior Associate, Investment Stewardship responsibilities include oversight of the corporate governance practices of Dimensional’s portfolio companies, which includes proxy voting at shareholder meetings and engaging with company boards, management, activist investors, or other stakeholders as necessary.
The Senior Associate, Investment Stewardship, working with team members based in Dimensional’s US and Sydney offices, will be responsible for delivering reporting on Dimensional’s stewardship activities to internal and external stakeholders.
The Senior Associate, Investment Stewardship is based in our London office and reports to the Head of Investment Stewardship.
Key Responsibilities
- Identify meaningful portfolio company engagement opportunities, participate in engagements, and track outcomes.
- Assist with preparation of responses to internal and external requests relating to investment stewardship policies and procedures, including RFPs, and questions from consultants and clients.
- Vote proxies in an accurate and timely manner.
- Identify and research key corporate governance issues and trends within the industry.
- Monitor regulatory developments for potential impact on Dimensional.
- Prepare reports and materials for key internal stakeholders, such as the Investment Stewardship Committee.
- Identify opportunities for the improvement in the efficiency and reliability of the group’s procedures and operations, including through automation and systemization.
Requirements
- A bachelor’s degree or equivalent is required.
- Experience of mutual funds or investment industry experience.
- Experience in investment stewardship, portfolio company analysis, and proxy voting mechanics.
- Ability to manage high-profile engagements with senior executives and board members.
- Strong writing and analytical skills.
- Demonstrated ability to produce high-quality reports for internal and external distribution.
- Demonstrated ability to compile, manage, and interpret data as well as perform in-depth research and analysis.
- Experience working asynchronously with a global team strongly preferred.
- #LI-Hybrid
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants.
The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
Senior Associate, Investment Stewardship in London employer: dimensional
Dimensional is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong commitment to employee growth, comprehensive benefits, and a culture that celebrates diversity and inclusion, team members are empowered to engage meaningfully with portfolio companies and contribute to impactful stewardship activities. The opportunity to work alongside global teams enhances professional development while ensuring that our clients' objectives are met with excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate, Investment Stewardship in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like dimensional, who often scout for talent at such events.
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Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like dimensional.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like dimensional.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including dimensional, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Associate, Investment Stewardship in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like dimensional want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to dimensional.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at dimensional will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to dimensional. Numbers speak louder than words!
How to prepare for a job interview at dimensional
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like dimensional want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withdimensional.
