Operations Analyst, Client Services

Glass, Lewis & Co.; Makati; Hybrid; PHP 350,000 - 550,000; Full time

Job summary

Glass Lewis is seeking an Operations Analyst in Manila to oversee the flow of voting data, liaise with internal and external stakeholders, and ensure timely proxy voting activities are monitored and executed. The role offers hybrid, full-time work based in Makati with three days in the office.

Ideal candidates hold a Bachelor's degree, strong English proficiency, and solid computer skills, with the ability to learn complex governance and proxy voting concepts and deliver accurate reporting.

Qualifications

• Bachelor’s degree required.
• Proficient in English, written and spoken.
• Strong computer skills and attention to detail.
• Able to quickly learn and understand governance and proxy voting concepts.
• Experience with proxy voting processes is a plus.

Responsibilities

• Carry out daily voting processes on behalf of clients
• Contribute to the ongoing management and improvement of the daily voting processes
• Review daily Client Service exception reports to identify trends and ensure corrective action
• Assist with the execution of client standing instructions for vote processing
• Assist with client reporting and analysis requests
• Provide detailed reporting on monthly KPIs, reconciliation outcomes and resolutions, and other activities as needed
• Execute voting through third-party platforms that do not have direct data feeds
• Provide support for ad hoc projects involving the collection and analysis of data
• Escalate issues on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any impact on client deliverables
• Conduct root cause analysis to identify underlying problems and develop effective solutions
• Update and maintain process documentation to reflect changes and improvements
• Collaborate with different internal business teams and external stakeholders to resolve client inquiries
• Develop and implement process enhancements to increase efficiency and accuracy

Skills

English Proficiency

Computer Proficiency

Detail Oriented

Fast Learner

Education

Bachelor's Degree

Job description

About Us

Glass Lewis is a trusted ally to more than 1,300 investors globally who use our corporate governance research, custom policy recommendations, engagement services and tools, and industry-leading proxy vote management solution to help drive value across their governance activities. We also work with over 3,000 corporate issuer clients, providing research reports, thought leadership, customized voting policies, equity plan models, and opportunities for direct engagement on material governance and disclosure practices.

About Us

Glass Lewis is a trusted ally to more than 1,300 investors globally who use our corporate governance research, custom policy recommendations, engagement services and tools, and industry-leading proxy vote management solution to help drive value across their governance activities. We also work with over 3,000 corporate issuer clients, providing research reports, thought leadership, customized voting policies, equity plan models, and opportunities for direct engagement on material governance and disclosure practices. Glass Lewis' industry-leading research and analysis covers more than 30,000 meetings each year across approximately 100 global markets. Our clients include many of the world’s leading pension funds, mutual funds, and asset managers, collectively managing over $40 trillion in assets. We have teams located across the United States, Europe, and Asia-Pacific regions, giving us global reach with a local perspective on the most important governance issues. Founded in 2003, Glass Lewis is headquartered in San Francisco, California with additional offices in Kansas City, Missouri; London, U.K.; Paris, France; Amsterdam, Netherlands; Limerick, Ireland; Karlsruhe, Germany; Stockholm, Sweden; Manila, Philippines; Toronto, Canada; Sydney, Australia; Timișoara, Romania; and Tokyo, Japan. Our team includes more than 600 full-time employees globally, over half of which are dedicated to research. For more information, please visit www.glasslewis.com.

Operations Analyst

We are looking for a meticulous and detail-oriented Operations Analyst to join our dynamic Operations Team in Manila. Members of our Operations team oversee the flow of voting data through our systems. We liaise with various internal and external stakeholders to perform key reconciliation tasks and ensure that proxy voting activities are monitored and executed promptly. Our members will gain an in-depth knowledge of proxy voting mechanics and use this knowledge to help troubleshooting issues, identify areas for process improvement, and partner with Client Services and Research to provide our clients with a superior service experience.

This role is a full-time employment and hybrid, based out of our Makati office, with regular in-person attendance three days a week.

Job Requirements

• Bachelors Degree
• English Proficiency (Written and Oral)
• Computer proficiency
• Detail oriented
• Fast learner and able to understand complex subject matters relating to corporate governance and proxy voting/advisory services

Key Performance Indicators (KPIs)

• Accuracy
• Timeliness
• Efficiency/Average Handling Time

Job Responsibilities

• Carry out daily voting processes on behalf of clients
• Contribute to the ongoing management and improvement of the daily voting processes
• Review daily Client Service exception reports to identify trends and ensure corrective action is taken
• Assist with the execution of client standing instructions for vote processing
• Assist with client reporting and analysis requests
• Provide detailed reporting on monthly key performance indicators, reconciliation outcomes and resolutions, and other activities as needed
• Execute voting through third-party platforms that do not have direct data feeds
• Provide support for ad hoc projects involving the collection and analysis of data
• Escalate issues on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any impact on client deliverables
• Conduct root cause analysis to identify underlying problems and develop effective solutions
• Update and maintain process documentation to reflect changes and improvements
• Collaborate with different internal business teams and external stakeholders to resolve client inquiries
• Develop and implement process enhancements to increase efficiency and accuracy

Why Join Us?

We’ve built a culture where people genuinely enjoy working together. Collaboration is at the heart of how we operate. You’ll be part of a team that shares knowledge, supports each other, and celebrates wins collectively. We hold ourselves to a high standard and take accountability seriously, always in a way that brings out the best in people.

EEO Statement

Glass Lewis is committed to providing equal employment opportunities to all qualified individuals, regardless of age, gender identity, religion, disability, or background.