Sr. Director, RI - Stewardship Lead

Responsible Investing- Proxy Voting

The Responsible Investing-Proxy Voting job manages a team that executes on various elements of the organization's investment stewardship strategy. In addition to the day-to-day stewardship activities of company engagement and proxy voting, the role also is the primary liaison between the Responsible Investing (RI) Engagement and Integration pillars in terms of development of Environmental, Social, and Governance (ESG) research and Thought Leadership. As a team manager, this job sets goals and objectives for team members and ensures that policies and procedures are understood and followed by direct reports.

Key Responsibilities and Duties

• Manages team dedicated to engagement with companies, including voting at shareholder meetings, ensuring sound analysis and professional judgment such that the organization achieves outcomes that best serve the economic interests of clients.

• Leads development of global proxy voting polices to ensure Nuveen’s proxy voting program meets regulatory requirements and market expectations.

• Leads high-profile engagements with company management teams and board members and advises portfolio managers on appropriate engagement escalation strategies.

• Develops proprietary analytics and measurement metrics for the organization’s stewardship activities to evidence leadership in active ownership and demonstrate ESG conviction.

• Drafts executive-level documents for the organization's Boards and C-suite on the firm’s proxy voting activities and provide insights on market developments and stewardship best practices including but limited to representing the firm as required in industry events and key trade associations as well as managing vendor relationships with proxy service providers.

• Supports investment process by conducting ongoing monitoring of ESG characteristics / risk profile at a company and industry level and works with fundamental analysts to review company specific ESG issues both reactively and proactively.

• Enhances the methodology for proprietary ESG ratings incorporating quantitative and qualitative inputs learned from company engagement and understanding of emerging ESG issues.

• Produces proprietary ESG company level research for internal use and for external ESG thought leadership with emphasis on investment relevance.

• Oversees complex, group- or company-wide projects to ensure that project objectives are met, including the advancement of engagements impact on relevant stewardship issues.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level
8PL