Operations Analyst I (Proxy Voting / ESG Focus)

Location: Toronto, ON (Hybrid – Tues to Thurs in office)

Contract Duration: July 7, 2026 – December 31, 2026 (extension possible)

Pay Rate: Up to $28.50/hour + 4% vacation pay

About the Role

We are seeking an Operations Analyst I to support end‑to‑end proxy voting operations while contributing to ESG (Environmental, Social, Governance) and corporate governance initiatives. This role blends operational execution, data analysis, and process improvement within a collaborative and fast‑paced environment.

You will work closely with global stakeholders and gain hands‑on experience with data analytics and automation tools (Power BI, Power Platform).

Key Responsibilities

Proxy Voting Operations

- Support the full proxy voting lifecycle: monitoring, reconciliation, and execution
- Execute proxy votes on third‑party platforms within strict deadlines
- Maintain accurate records and assist with reporting and regulatory filings
- Coordinate with internal teams, custodians, and external vendors
- Track milestones and ensure timely completion of deliverables

Data Analysis & Process Improvement

- Analyze operational data to identify trends and improvement opportunities
- Support reporting using Excel, Power BI, and related tools
- Contribute to workflow improvements and automation initiatives (Power Platform)
- Maintain documentation and support process standardization

ESG & Governance Support

- Assist with ESG stewardship and corporate governance activities
- Support review of proxy ballot items aligned with internal guidelines
- Maintain data for stewardship reporting and regulatory requirements
- Help analyze voting trends and industry practices





What You’ll Bring

Must‑Have Skills

- Advanced Excel skills (formulas, data analysis; Power Query/VBA exposure a plus)
- Experience with data analysis, reporting, and process improvement
- Familiarity with tools such as SQL, Power BI, Power Automate, SharePoint

Soft Skills

- Solid attention to detail and accuracy
- Excellent communication and stakeholder management skills
- Strong organizational skills with ability to manage multiple deadlines

Nice‑to‑Have

- Knowledge of proxy voting, ESG, or corporate governance
- Experience in asset management or investment operations
- Exposure to automation tools (Power Apps, Power Automate) and Agile environments

Qualifications

- Bachelor’s degree in Finance, Business Administration, Economics, or related field
- ~2 years of relevant experience in investment operations, data analysis, or similar roles
- ESG or governance‑related coursework/certification is an asset

Team & Culture

- Collaborative team of approximately 10 members
- Fast‑paced, deadline‑driven environment (especially during proxy season)
- Strong emphasis on accuracy, innovation, and continuous improvement

How Performance Will Be Measured

- Accuracy and timeliness of proxy vote execution
- Ability to meet critical deadlines
- Quality of reporting and analysis
- Contributions to process improvements and automation
- Stakeholder satisfaction and collaboration

Candidate Value Proposition

- Work at the intersection of Investments, ESG, and Governance
- Gain exposure to global stakeholders and operations
- Build hands‑on experience with Power BI and automation tools
- High‑impact role with meaningful learning and growth opportunities

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📌 Operations Analyst (Toronto)
🏢 Kelly
📍 Toronto