Portfolio Oversight Analyst
Milwaukee, WI · On-site
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Support proxy voting administration and reporting initiatives * Assist with the preparation and ...
Milwaukee, WI · On-site
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Support proxy voting administration and reporting initiatives * Assist with the preparation and ...
Milwaukee, WI · On-site
The Analyst will join a team responsible for administering and enhancing the firm's trading ... Support proxy voting administration and reporting initiatives * Assist with the preparation and ...
Leads firmwide initiatives such as SSAE-16 certification, proxy voting, billing, AUM reporting and ... Demonstrated strong analytical and quantitative skills, including demonstrated experience ...
Leads firmwide initiatives such as SSAE-16 certification, proxy voting, billing, AUM reporting and ... Demonstrated strong analytical and quantitative skills, including demonstrated experience ...
Leads firmwide initiatives such as SSAE-16 certification, proxy voting, billing, AUM reporting and ... Demonstrated strong analytical and quantitative skills, including demonstrated experience ...
Leads firmwide initiatives such as SSAE-16 certification, proxy voting, billing, AUM reporting and ... Demonstrated strong analytical and quantitative skills, including demonstrated experience ...
Cincinnati, OH · On-site
Leads firmwide initiatives such as SSAE-16 certification, proxy voting, billing, AUM reporting and ... Demonstrated strong analytical and quantitative skills, including demonstrated experience ...
Cincinnati, OH · On-site
Leads firmwide initiatives such as SSAE-16 certification, proxy voting, billing, AUM reporting and ... Demonstrated strong analytical and quantitative skills, including demonstrated experience ...
... proxy voting at portfolio companies on behalf of index clients globally. This is an exciting ... Leverage expertise in automation to improve analyst efficiency and controls * Support voting and ...
... proxy voting at portfolio companies on behalf of index clients globally. This is an exciting ... Leverage expertise in automation to improve analyst efficiency and controls * Support voting and ...
Denver, CO · On-site
$75K - $80K/yr
Your opportunity As an Asset Servicing Analyst, you will support the day-to-day delivery of asset ... Process corporate actions, income events, proxy voting, class actions, and tax events. * Interpret ...
Denver, CO · On-site
$75K - $80K/yr
Your opportunity As an Asset Servicing Analyst, you will support the day-to-day delivery of asset ... Process corporate actions, income events, proxy voting, class actions, and tax events. * Interpret ...
... proxy voting at portfolio companies on behalf of index clients globally. This is an exciting ... Leverage expertise in automation to improve analyst efficiency and controls * Support voting and ...
... proxy voting at portfolio companies on behalf of index clients globally. This is an exciting ... Leverage expertise in automation to improve analyst efficiency and controls * Support voting and ...
Denver, CO · Hybrid
$75K - $80K/yr
Your opportunity As an Asset Servicing Analyst, you will support the day-to-day delivery of asset ... Process corporate actions, income events, proxy voting, class actions, and tax events. * Interpret ...
Denver, CO · Hybrid
$75K - $80K/yr
Your opportunity As an Asset Servicing Analyst, you will support the day-to-day delivery of asset ... Process corporate actions, income events, proxy voting, class actions, and tax events. * Interpret ...
Other responsibilities and functions includes: - Risk analysis and mitigation - Assisting in ... Proxy Voting) that generates appropriate bookkeeping entries for entitled holders, and ...
Other responsibilities and functions includes: - Risk analysis and mitigation - Assisting in ... Proxy Voting) that generates appropriate bookkeeping entries for entitled holders, and ...
Chicago, IL · On-site
$95K - $110K/yr
As the firm's ESG subject matter experts, the team supports investment professionals on ESG-related analysis, proxy voting, and company engagement. The team oversees firmwide initiatives, manages ...
Chicago, IL · On-site
$95K - $110K/yr
As the firm's ESG subject matter experts, the team supports investment professionals on ESG-related analysis, proxy voting, and company engagement. The team oversees firmwide initiatives, manages ...
Louisville, KY · Hybrid
$38.40K - $46.50K/yr
Review and support the proxy voting process for client accounts Data Analysis amp; Process Improvement * Analyze trading and investment data using Microsoft Excel and other tools * Identify and ...
Louisville, KY · Hybrid
$38.40K - $46.50K/yr
Review and support the proxy voting process for client accounts Data Analysis amp; Process Improvement * Analyze trading and investment data using Microsoft Excel and other tools * Identify and ...
Austin, TX · On-site
$48.57 - $64.28/hr
Proxy Management * Coordinate proxy voting events by tracking ballots and deadlines, supporting ... Skilled in conducting data research and analysis, evaluating large data sets, performing ...
Austin, TX · On-site
$48.57 - $64.28/hr
Proxy Management * Coordinate proxy voting events by tracking ballots and deadlines, supporting ... Skilled in conducting data research and analysis, evaluating large data sets, performing ...
Chicago, IL · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Chicago, IL · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
El Dorado Hills, CA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
El Dorado Hills, CA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Andover, MA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Andover, MA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
New York, NY · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
New York, NY · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Coppell, TX · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Coppell, TX · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Pittsburgh, PA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Pittsburgh, PA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Boston, MA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
Boston, MA · Remote
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
New York, NY · On-site +1
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
New York, NY · On-site +1
$150K - $165K/yr
Qualifications: * 8+ years of experience in proxy voting, M&A data, corporate governance, event ... Strong analytical, organizational, and stakeholder management skills. * Experience with governance ...
$38.5K - $45.7K
2% of jobs
$45.7K - $53K
4% of jobs
$53K - $60.2K
5% of jobs
$60.2K - $67.4K
9% of jobs
$70.4K is the 25th percentile. Wages below this are outliers.
$67.4K - $74.6K
12% of jobs
$74.6K - $81.9K
11% of jobs
The median wage is $86.9K / yr.
$81.9K - $89.1K
11% of jobs
$89.1K - $96.3K
14% of jobs
$101.2K is the 75th percentile. Wages above this are outliers.
$96.3K - $103.5K
12% of jobs
$103.5K - $110.8K
1% of jobs
$110.8K - $118K
20% of jobs
$38.5K
$88.1K
$118K
| Aspect | Proxy Voting Analyst | Shareholder Services Associate |
|---|---|---|
| Credentials | Typically requires a finance or related degree, familiarity with proxy processes | Often requires customer service or administrative experience, some finance knowledge |
| Work Environment | Financial firms, investment companies, or proxy advisory firms | Custodian banks, transfer agents, or shareholder service providers |
| Industry Usage | Used in investment management, proxy voting, and corporate governance | Used in shareholder record-keeping, client support, and corporate actions |
The Proxy Voting Analyst focuses on analyzing and executing shareholder votes during corporate meetings, ensuring compliance with regulations. In contrast, the Shareholder Services Associate handles client inquiries, maintains shareholder records, and supports corporate actions. Both roles are essential in the investment and corporate governance ecosystem but differ in responsibilities and daily tasks.

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Finance and insurance
201 - 500 Employees
Milwaukee, WI, US
1994