TIAA is a financial services organization, and they are seeking a detail-oriented individual to provide analytical and light administrative support to their Stewardship and Engagement and Proxy Voting Operations teams. The role involves assisting with proxy voting reporting, conducting initial assessments for engagement requests, and preparing documentation for engagement tracking.
Responsibilities
- Completing assigned tasks within agreed upon timeframes
- Participating on project teams that are developing or implementing new products or services
- Performing quality assurance checks of peer deliverables
- Developing or upgrading product documentation and service manuals
- The candidate will support the teams with proxy voting reporting, voting analytics and proxy voting account maintenance
- The successful candidate will serve as a first point of contact for incoming engagement requests, conducting initial assessments and preparing key inputs to help analysts determine whether to accept a given request
- They will also take ownership of engagement scheduling
- Beyond scheduling and intake, this individual will help prepare engagements and draft records in the team’s engagement tracking software for engagement logging purposes
- They will draft research and analysis on shareholder proposals, with all outputs reviewed, edited, and finalized by a covering analyst who will make the ultimate vote recommendation
- The role also includes conducting independent research to inform analyst vote decisions — for example, on executive compensation matters — as well as reviewing company disclosures to support our outcomes harvesting process
Skills
- High School Preferred
- No Experience Required
- Strong attention to detail is essential
- Ability to work independently and collaborate efficiently across teams
- Advanced Excel skills are required
- Interest in or prior experience with ESG, corporate governance, or proxy voting
Company Overview
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance. It was founded in 1918, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is https://www.tiaa.org.