Stewardship Analyst

About Tumelo

Tumelo is a global specialist in stewardship technology. We believe every investor should have the tools and agency to research, decide and cast their votes at the companies they own, guided by their own priorities. Our mission is to build and scale the technology that makes that possible.

We do this through two products. ProxySphere is our voting infrastructure, enabling investors in pooled funds to vote their shares. ProxyBeacon is our AI platform for proxy voting research, helping investment stewardship teams research decisions, set their own voting rules and apply them across thousands of companies. Our clients include some of the world's largest fund managers and asset owners.

We're a close-knit, ambitious and dynamic team. We champion autonomy and flexibility, get stuck in, act strategically and support each other ferociously.

The role

ProxyBeacon helps asset managers and asset owners put their own voting policies into practice. Behind every client's research and policy outputs is a careful translation of their policy into the rules and data that drive them. It's still a product in development, so how we do that is changing fast, and you'll help shape it.

That's where you come in.

You'll bring stewardship expertise into the team that helps turn client policies into ProxyBeacon's rules and data. You'll understand what each client wants their policy to achieve and how that translates into voting decisions. You'll use that judgement to ensure that the data that forms the building blocks of client rules and policies is always spot on, you’ll help the team make tricky judgement calls and support clients through proxy season. You'll work closely with our Head of Stewardship Solutions, who remains our senior stewardship expert.

This role suits someone with two to five years' stewardship experience who has been through at least one proxy season, ideally more, and has built or implemented voting policies. You'll be a corporate governance expert and know market norms globally, curious about AI, precise in your work and confident making sound judgement calls quickly.

It's a busy, varied role. You'll often be working across several client projects at once, to tight deadlines, so you'll need to stay organised and keep quality high under pressure.

What you'll do

• Turn client policies into rules and data. Work out what each client's voting policy or mandate needs, then work with the team to build and refine the rules and data that bring it to life. Make sure the outcomes are ones a stewardship specialist would trust.
• Be the team's go-to stewardship expert. Act as a sounding board on difficult cases, help colleagues understand the governance context behind their work, and make sound calls on how to handle complex or unusual meetings.
• Make quick, sound calls in proxy season. When things are busy, decide what matters, what can wait, and how to resolve issues without holding up the team.
• Decide where we focus our checks. We can't check everything by hand. Use your knowledge of each client and of proxy season to decide which meetings and outputs need a closer look.
• Handle client queries. Be the first point of contact for detailed stewardship questions about specific meetings and outputs, investigate quickly and respond clearly, including outside normal hours when needed.
• Test, challenge and fix. Review outputs across a range of companies and meetings, including backtesting before clients go live. Question the results, find where errors come from, and fix or escalate them.
• Support client and prospect conversations. Work alongside our Head of Stewardship Solutions to prepare analysis ahead of calls.
• Grow with the team. As the team grows, there's scope to take on more of the coordination of its work.

What we are looking for

Essential

• Stewardship experience. Two to five years in stewardship, in particular proxy voting, at an asset manager, asset owner, proxy advisor, consultancy or similar. You've been through at least one proxy season, you know governance standards across markets, and you've built and implemented voting policies.
• Sound judgement under pressure. You make quick, well-reasoned decisions when the answer isn't obvious, and you know when something is good enough and when it needs more work.
• Exceptional attention to detail. You notice what others miss and don't take an output at face value just because it looks plausible.
• Ownership. When you spot a problem, you see it through to the end. You're comfortable with ambiguity until you've worked it out.
• Clear communication. You can explain a subtle problem to an engineer, a colleague or a client, and you adjust how you explain it for each one.
• Technical confidence. You're comfortable working with data and picking up new tools quickly. You don't need to code, but you're curious about how AI works and can hold your own in a technical conversation.
• Adaptability. You're happy to step into different kinds of work as the team and the product grow, and a fast-moving field energises you.

Nice to have

• Client-facing experience, such as presenting to or advising institutional investors
• Experience working with structured governance or ESG data
• Some experience with LLMs or prompt engineering, even if it's just personal experimenting

We'll train you on our tools and on working with AI. If you're an expert in shareholder voting but don't tick every other box, we'd still love to hear from you.

What we offer

We care a lot about Tumelo's culture and the way we work. Our team is committed to our mission, and we want everyone to feel safe, healthy and able to be themselves at work.

• Competitive salary of up to £50k, dependent on experience.
• Generous company share scheme: we are all owners of Tumelo and beneficiaries of our collective success.
• Private health insurance: including 24/7 private GP access, dental, optical and mental-health support.
• Generous parental leave: 26 weeks' maternity leave at full pay, then Statutory Maternity Pay thereafter. Six weeks' paternity leave at full pay.
• Pension: 5% employer pension contribution.
• Home-working budget: To set up a comfortable workspace at home.
• £50 a month wellness budget: Spend it on what works for you, such as a gym membership, massages, career coaching or healthy food deliveries.
• 33 days' holiday (including bank holidays): You can work bank holidays and take the days at another time if you prefer. You also get an extra day after three years with us, and another after four.
• Flexible hours: We're all available on Slack and email from 10am to 3pm, Monday to Friday (lunch aside). Outside those hours, work whenever you're most productive.
• Hybrid working: We ask you to come into the office at least two days a week, but we're flexible and practical about it.
• Tumfests: Once a month the whole team spends a day together, in Bristol or somewhere else. We cover travel costs.

At Tumelo, you'll grow faster than you would almost anywhere else. You'll join a team that values you every day, and your work will shape the future of the business.

How to apply

Our process has three stages:

1. First interview: A conversation about how you like to work and your stewardship experience.
2. Technical stage: An in-person interview where you will complete a practical task related to the role.
3. Final stage: Meet one of our co-founders.