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Job Description MFS and its affiliates ("MFS") have been delegated by certain investment advisory clients to vote the proxies of securities such clients hold pursuant to proxy voting policies and procedures adopted by MFS (the "Proxy Voting Policies"). Pursuant to the Proxy Policies, proxy voting is overseen by the MFS Proxy Voting Committee (the "Committee"), which includes members of the Investment team as well as members of the MFS Global Investment and Client Support Department and the MFS Legal Department. The day-to-day application of the Proxy Voting Policies with respect to the voting of proxies is undertaken by a team of proxy voting analysts (the "Proxy Voting Team") and overseen by the Corporate Governance & Proxy Voting Manager (the "Manager"). The Senior Corporate Governance & Proxy Voting Analyst will report to the Manager and will serve as the senior corporate governance and proxy voting analyst of the Proxy Voting Team. This position regularly interacts with individuals throughout MFS, including members of our investment, legal and client service teams. This position also regularly interacts with senior executives of portfolio companies in which MFS invests.
The Proxy Voting Team is responsible for (i) overseeing the application of the Proxy Voting Policies and the voting of certain proxy ballot items ("Standard Proxy Items") by the proxy administration firm that performs various proxy voting-related administrative services for MFS (the "Proxy Administrator"), including monitoring the Proxy Administrator's application of the Proxy Voting Policies to ensure that the Proxy Administrator is interpreting the Proxy Voting Policies correctly, and (ii) with respect to certain other proxy voting items, applying the Proxy Voting Policies to those items and instructing the Proxy Administrator how to vote these items. The Senior Corporate Governance and Proxy Voting Analyst is responsible for application of the Proxy Voting Policies to proxy voting items which includes analyzing certain proxy items, instructing the Proxy Administrator how to vote these items as well as providing guidance to other analysts.
From time to time, the Committee may determine that is appropriate and beneficial to engage in a dialogue with an issuer regarding certain matters on the issuer's annual proxy statement (such as corporate governance matters) or in advance of the issuer's formal proxy solicitation with respect to certain contemplated proposals. The Senior Corporate Governance and Proxy Voting Analyst will participate in these engagement activities.
Assist the Proxy Voting Team with tracking, analyzing and reporting proxy voting and engagement data, including trend analysis. Assist with the compilation of voting data and the development of presentation materials.
Assist the Manager in the oversight and coordination of all client communications regarding the Proxy Voting Policies and the proxy voting records of a client. Attend client informational meetings to answer questions regarding the administration of the Proxy Voting Policies for that client, and review agreements with clients and any communication to clients or prospective clients regarding proxy voting matters.
Assist with drafting public communications from MFS regarding proxy voting matters or specific proxy votes by MFS and developing internal communications on proxy voting matters.
Coordinate and Oversee any regulatory filings with various US and non-US regulatory authorities as required for proxy-related matters, including Form N-PX filings for U.S. registered funds.
Participate in industry panels, conference, meetings with issuers, etc. to discuss MFS' approach to proxy voting.
Assume additional responsibilities as required.
Bachelor's degree and a minimum of five years' proxy, corporate governance, investment or related industry experience, or Master's degree and three years of related experience, or juris doctorate degree and two years of related experience.
Strong knowledge of proxy voting, corporate governance issues and ESG.
Advanced knowledge of MS Office (Outlook, Word, Excel, PowerPoint) and able to develop proficiency in MFS systems as required to perform the duties of this position.
Strong writing and analytic skills.
Must be able to conduct on-line research and to utilize applicable tools. Must employ and embrace the use of technology in the performance of the job.
Demonstrated ability to work effectively with MFS associates and outside parties at all organizational levels. Presentation skills are essential.
Strong interpersonal, organizational, communication and project management skills.
Ability to work on multiple projects simultaneously while meeting deadlines.
Able to work overtime as necessary to keep current with work.
Some travel may be required.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email firstname.lastname@example.org for assistance.
MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. " Click here to view the 'EEO is the Law' poster and supplement ."
Internal Number: 6418763
About MFS Investment Management
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