ASSOCIATE, EQUITIES /PROXY TEAM

The Purpose Driven Career Objectives of a Client Services / Account Management at KMC:

Sodali & Co is a leading provider of strategic advice and shareholders services to corporate clients around the world.  Our firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and acquisitions, annual and special meetings, shareholder activist initiatives, multinational cross-border equity transactions and debt restructuring services.  From headquarters in New York, and offices and partners in major capital markets across APAC and EMEA, we service more than 1,000 corporate clients in 80 countries, including many of the world’s largest multinational corporations. In addition to publicly listed and private companies, its clients include mutual funds, ETFs, stock exchanges and membership associations.

Morrow Sodali Philippines Regional Headquarters (RHQ) was established in 2023 to enhance the Company’s expanding global presence. The Manila office is swiftly broadening its operational scope across the equities and proxy business, the Global Debt Services Team, and support services in Finance and IT.

To apply for Client Services / Account Management, you are excellent at:

In this role, you will:

• Handle the end-to-end preparation of client reports including, but not limited to, shareholder identification, proxy reports and capital markets intelligence.  
• Ensure accuracy and timeliness of data collection, analysis and delivery of all assigned deliverables.
• Effective and efficient coordination with global stakeholders, providing status updates on all project stages.
• Actively participate and contribute in the review of operational processes and identify areas for continued improvement.
• Adhere to agreed-upon targets and KPIs.
• Perform administrative functions such as attendance monitoring, OT and leave for pre-approval
• Perform other tasks that may be assign by the Manager of stakeholders from time-to-time.

Your Success Profile includes:

• 3+ years of experience in Capital Markets Intelligence, Shareholder Identification

• Proven people management skills and is a team player

• Good understanding of global financial markets, including trends, regulations, and key players

• Proven ability to work under pressure, manage multiple tasks while maintaining attention to detail.

• Proven success in meeting or exceeding client/stakeholder expectations

   

• Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights

• Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels

• Proficient in financial analysis software and tools, such as FactSet and Bloomberg 

• Advanced proficiency in MS Excel

• Familiarity with Sharepoint and database management platforms

• Strong organizational skills, with the ability to prioritize tasks and manage time effectively

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field 

• Knowledge of shareholder engagement strategies and best practices

• Ability to adapt to changing market conditions and business needs

• Willing to work on EMEA or AMER shift, when assigned

• Must be willing to work on site in Bonifacio Global City or in alternative work arrangements