Analyst, Stewardship

About the Role

This role combines sustainable investment research and analysis with direct company interaction, giving you a central part in how Nuveen implements environmental, social, and governance (ESG) initiatives across its portfolios. This role will develop deep sector expertise, build relationships with portfolio companies, and help shape voting positions and engagement priorities.

Key Responsibilities

• Proxy Voting

• Manage end-to-end proxy voting execution for companies within your sector coverage.

• Analyze proxy statements, third-party research, and other relevant materials to conduct a case-by-case assessment of ballot items against Nuveen’s voting guidelines.

• Identify situations outside the scope, or that may require deviation from, standard guidelines.

• Document rationale to support voting decisions and ensure votes are cast accurately and on time ahead of deadlines.

• Contribute research and analysis to support stewardship voting escalation strategies and thematic initiatives.

• Coordinate with covering analyst on non-routine and contested items to ensure alignment and that votes are executed in the best interest of clients.

• Monitor relevant market trends for emerging governance and sustainability issues that may warrant policy or process updates that contribute to the ongoing review and refinement of Nuveen’s proxy voting program.

• Corporate Engagements

• Support Nuveen’s structured engagement program, prioritizing targets based on relevant issues such as materiality, ownership, and sustainability or governance risk factors.

• Prepare materials ahead of meetings, lead direct dialogue with company management, boards, and investor relations teams on governance, climate, human capital, and other stewardship priorities.

• Take detailed meeting notes, track engagement outcomes, company responsiveness, and other requirements consistent with stewardship priorities.

• Contribute to the development of Nuveen’s enterprise engagement program by helping refine existing initiatives and develop new ones based on business needs and client demand.

Requirements & Tech Stack

• Education

• University (Degree) Preferred

• Bachelor's degree; coursework or interest in finance, business, sustainability, or related fields.

• Experience

• 1 to 3 years of work experience

• Experience in investments, stewardship, proxy voting, corporate engagement, sustainability, or responsible investing.

• Sector experience: Energy, materials, and/or REITs (preferred).

• Skills & Qualifications

• Excellent attention to detail with the ability to manage multiple tasks and competing deadlines.

• Strong research and analytical skills.

• Strong proficiency in Excel.

• Ability to work independently while also collaborating effectively across teams and with external stakeholders.

• Comfort operating in a fast-paced, evolving environment; adaptable and nimble in approach.

• Strong written and verbal communication skills.

• Related Skills

• Adaptability

• Capital Markets

• Collaboration

• Continuous Improvement Mindset

• Data-Based Decision Making

• Environmental/Sustainability Acumen

• Executive Presence

• Influence

• Market/Industry Dynamics

• Responsible Investing

• Stakeholder Engagement

• Story Telling