Various Locations - Shareholder Advocacy Associate


Mercy Investment Services is actively seeking a Shareholder Advocacy Associate to join our social responsibility department as a key member of the shareholder advocacy team. This position is responsible initially for implementing Mercy Investment Services' approved shareholder advocacy plan addressing the issue areas broadly related to protection of human rights, healthy communities and appropriate governance practices.

Responsibilities include:

  • Implements the annual shareholder advocacy plan through the filing of shareholder resolutions, including as primary and/or co-filer where appropriate, leading and/or participating in dialogues, and other forms of corporate engagement.
  • Recommends additions/deletions to the Mercy advocacy portfolio on a quarterly basis in support of the annual advocacy plan and ongoing advocacy priorities.
  • Recommends additions/deletions to the proxy voting guidelines, which address appropriate governance, social and environmental criteria.
  • Enters monthly updates on engagements into the tracker, and provides quarterly and annual reports on assigned areas of the shareholder advocacy program, company engagements and the outcomes/impacts of the shareholder advocacy work.