Proxy Governance Analyst, Temporary

Aviso Wealth:

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

The Opportunity:

We're looking for a Proxy Governance Analyst to join our Asset Management team for 12 months.

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 put your clients' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso 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 is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We're a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We're proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you're looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $60,000 - $75,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

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