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 rapid‑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

Strong 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 (Ontario)
🏢 Kelly
📍 Ontario