SI Solutions - Analyst, Proxy Voting

About the Opportunity

Job Description

Title SI Solutions - Analyst, Proxy Voting

Department Asset Management CAO

Location Dalian

Level: 2

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About Fidelity Dalian

Established in 2007, FIL Technology (Dalian) Limited was the Fidelity’s first wholly owned enterprise in China. The Dalian office initially served as a systems development centre to bolster Fidelity’s growing business in the Asia Pacific region, with a primary focus on providing technology and web-based support and services. The office has continued to expand in recent years and now acts as the central service hub for the Asia Pacific region supporting multiple business functions including systems development and support, systems infrastructure support, retail operations, finance accounting services and investment administration & fund accounting.

About your team

Asset Management CAOteam is responsible front to back, for the operational and supporting capabilities across investment management. The Investment Management Solutions team is a cross asset delivery & support function driving collaboration, consistency & execution across the global asset management platform. The team drives strategic initiatives, provide support services enabling our investment team, and partners with our investment leaders to strengthen oversight, risk controls & regional regulatory engagement. Within the IM Solutions function the Sustainable Investing Solutions team is responsible for supporting global FIL’s proxy voting activities as well as core governance & reporting activates underpinning FIL’s sustainable investment approach.

About your role

As the SI Solutions - Analyst, you will play a key role in supporting the firm’s stewardship activities. Your responsibilities will include analyzing shareholder meeting agendas, providing insightful voting recommendations, and executing high-quality, timely proxy votes in alignment with the firm’s policies and fiduciary duties. You will also contribute to policy development and ongoing process improvements. In this role, you will collaborate closely with investment teams, Sustainable Investing analysts, and proxy service providers to strengthen the firm’s governance framework and enhance our stewardship outcomes.

About you

The successful candidate will be a detail-oriented governance professional with demonstrated expertise in applying in-house voting policies and conducting precise research on investee AGM/EGM agendas. This role requires performing accurate analysis in complex or non-standard voting scenarios and consistently delivering timely, high-quality voting instructions. With a growing understanding of Sustainable Investing functions, the candidate is expected to operate with strong process discipline, overseeing end-to-end vote execution, quality assurance, and pipeline management. As the global regulations related to Sustainable Investing continue to evolve rapidly, the candidate must be able to learn, adapt, and refine deliverables to meet emerging requirements.

Key Responsibilities

• Review and analyze FIL Investee companies’ global shareholder meeting agendas, focusing on complex corporate governance, remuneration, and ESG related proposals.
• Conduct researches and FIL voting policy application by leveraging FIL’s research capabilities, in-house voting policy, and external research resources to make thorough and informed voting recommendations for Sustainability Investment Analysts and Investment management team.
• Assist Sustainability Investment Analysts and Investment management team in engagement activities with investee companies on governance and sustainability topics.
• Handle end-to-end vote execution processes to ensure accuracy, timeliness, and compliance. Provide non-standard voting support to address specific client requirements.
• Coordinate with external proxy advisors, custodians, and voting platforms to enhance accuracy and efficiency.
• Contribute to periodic reviews and updates of proxy voting policies and procedures. Monitor regulatory and market developments in governance, stewardship, and ESG.
• Support the preparation of stewardship reports, respond to client inquiries, and complete regulatory disclosures.
• Support the implementation of new voting strategies and practices, and identify, drive and contribute to continuous process improvementation.
• Develop & maintain consolidated, auditable process documentation library.

Experience and Qualifications Required

• Education in Finance, Business, Economics, Sustainability Investment or related field. Master degree is preferred.
• Experience in researches and analysis in proxy voting, corporate governance, stewardship, ESG or Sustainable Investing is a strong plus.
• Strong analytical and research skills with the ability to interpret corporate filings and governance documents.
• Analytical thinking, problem-solving skills, and excellent attention to detail and accuracy in a high volume, deadline driven environment.
• Data analytical and automation skills (Python/SQL/PowerBI), experience of developing automation for business processes is highly preferred. Experience as Project Manager, Business Analyst, SME is a strong plus.
• Proficient in using AI tools to improve efficiency, ensure accuracy, and solve business problems.
• Highly efficient English communication skills, both written and verbal is mandatory.
• Demonstrated learning ability and interest in Investment knowledge. CFA, FRM related certificate is highly preferred.
• Strong interpersonal and communication skills, and highly developed teamwork skills
• Global stakeholder management and global collaboration model experience is required. Proven record to manage stakeholder and deliver high quality work under pressure.
• A good team player with open-minded, flexible and positive attitude for changes.
• Self-disciplined and self-motivated to drive business result with a clear career plan.

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work - finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.