Technical Platforms & Automation

• Serve as the subject matter expert (SME) for proxy voting platforms (e.g. Glass Lewis, ISS Proxy Exchange), including:
  • User onboarding, training, and technical troubleshooting.
  • Implementation and validation of platform updates, ensuring seamless system adjustments.
  • Collaboration with IT to explore automation opportunities in workflows or data processing.

Data Quality & Compliance

• Lead data standards and remediation efforts, ensuring:
  • Real-time validations and reconciliation of downloaded voting data (e.g., registrations, votes cast).
  • Automation of checks against reconciliation templates,ocllecting evidence to verify completeness and accuracy.
• Define and enforce standardised reporting templates and naming conventions.
• Oversee audit trails for compliance reporting (e.g., GPX reporting, exemptions filings).
• Flag and escalate systematic issues or deviations from regulatory requirements or voting policies.

Governance & Reporting

• Prepare regulatory submission materials and internal governance reports (e.g., MIS dashboards).

• Drive consistency in voting strategy (双定Dual Mandates, ESG voting guidelines) to align with client and firm objectives.

• Maintain alignment with new GIS taxonomies and/or UK-ISSions tick box updates.

Stakeholder Engagement

• Collaborate internally with:
  • Portfolio Management teams to ensure voting decisions align with active strategies.
  • Legal & Compliance to interpret regulations (e.g., SRD II, ERISA, SEC) and mitigate risks.
  • ESG & Responsible Investment teams to incorporate sustainability principles in voting.
• Communicate externally with brokers, proxy agents, custodians, and issuers to resolve time-sensitive issues.

Policy & Process Ownership

• Maintain and update operational procedures and training materials, ensuring regulatory compliance (OSFI/AIFMD/ESMA) and best practices.
• Document exception handling and workarounds for emerging industry issues.

Strategic Innovation & Improvement Initiatives

• Continuously identify inefficiencies in workflows, proposing operational or automation solutions.
• Contribute to system enhancements, working with IT to reduce manual effort.
• Advise on scoping technology projects (e.g., platform changes, self-service voting tools).

Experience & Qualifications

Essential Criteria

• 3+ years’ experience in:
  • End-to-end investment operations, including voting workflow administration.
  • Supervising teams or leading large-scale projects (e.g., reconciliation, platform transition).
• Proficiency with industry-standard proxy voting platforms (e.g., Glass Lewis, ISS Proxy Exchange, Computershare Proxy Voting).
• Ability to manage high-volume, time-sensitive voting events, including first-day items, shareholder meetings, and regular filings.
• Strong data management skills, including reconciliation, exception handling, and automated validation/verification.
• Knowledge of relevant regulatory frameworks, such as:
  • SRD II (UE Shareholder Rights Directive),
  • ERISA and SEC rules (e.g., proxy solicitations),
  • UK-FCA or OSFI-specific guidelines where applicable.
• Experience collaborating across multiple fund structures or jurisdictions (e.g., Ops fund), including knowledge of procedural variations.
• szak Massimo ESG frameworks, including understanding voting policies linked to Environmental, Social, and Governance criteria.

Nice-to-Have

• Exposure to exercise options, call reporting, and M&A voting processes.
• Previous experience with process re-engineering or change management in operations teams.
• Understanding of client reporting tools or integrated platform filtering (e.g., AUM-based segmentation).

Skills & Competencies

Must-Have Competencies

• Operations expertise: Technical and process-oriented mindset with a focus on consistency and auditability.
• Leadership: Proficient in coaching a team, assigning priorities, and handling diverse workflows.
• Attention to detail: Highly organised, disciplined approach to risk management and precision-oriented tasks.
• Stakeholder communications: Ability to delegate, negotiate, and influence across all levels (e.g., portfolio managers, legal teams).

Preferred Traits

• Embrace of technology: Curiosity about new workflow tools or platforms, with a willingness to upskill.
• Problem-solving: Proactive approach to identifying bottlenecks and innovating solutions.
• Initiative & Ownership: Strong preference for self-directed problem-solving on the front line.

Reward & Culture at Man Group

Inclusion & Work-Life Balance

Man Group fosters a supportive workload where equality of opportunity is embedded in culture and values. Employees are encouraged to participate in diversity initiatives that drive meaningful impact both within the firm and across society. Initiatives include:

• Networking and mentorship programs
• Flexible working arrangements adjusted to individual careers.
• Paid days off for community volunteering (‱‘Mankind’ days) and global initiatives.
• Learn more: www.man.com/diversity

Benefits Package

• Competitive holiday entitlement
• Pension/401(k) contribution with matching plans
• Life and long-term disability coverage
• Enhanced parental and long-service leave
• Access to private medical coverage and discounted health benefits (varies by role/location)
• Gym membership options and pet insurance benefits

Equal Opportunity & Inclusion

Man Group adheres strictly to equal employment opportunity policies, prohibiting discrimination based on:

• Race, gender identity, sexual orientation, age, disability, marital status, and other protected attributes.

As a Disability Confident Committed employer, Man Group offers reasonable adjustments for interviewees and employees. For assistance, contact: TalentAcquisition@man.com.