Analyst

Sodali & Co; New York (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

Sodali & Co in New York is seeking a proactive analyst to join our US Corporate Governance Consulting Advisory team. You will support senior colleagues by researching governance matters, preparing materials, and delivering client insights on ongoing governance issues.

The role emphasizes collaboration, project management, and timely delivery of client deliverables, with opportunities to contribute to shareholder governance strategies, executive compensation discussions, and

Qualifications

• Bachelor’s degree with a strong GPA from an accredited college or university.
• 2-4 years’ experience in conducting analyses and making informed recommendations.
• Self-motivated, able to think critically and work independently.
• Strong proficiency in Excel and PowerPoint; capable of creating compelling slides with tables and graphics.
• Comfort presenting to and influencing senior leadership with clear, concise communication.

Responsibilities

• Support and collaborate with team members on projects, assisting in research and materials summarizing potential client impact.
• Contribute to client deliverables with shareholder ownership profile analyses and proxy voting tendencies.
• Help manage client deliverable timelines and keep projects on track.
• Stay current on governance developments and communicate findings to internal teams and clients.

Skills

Excel

PowerPoint

Microsoft 365

Project management

Communication

Education

Bachelor’s degree

Tools

Microsoft 365

Job description

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Firm advises a diverse and global client base including many of the world’s largest companies. Formed by the mergers of several market-leading capital markets stakeholder engagement consultancies, Sodali is the largest global shareholder services firm in the world. The Firm operates out of three global headquarters in New York, London, and Sydney and is supported by 12 regional offices in major financial capitals around the world.

Sodali provides a full suite of shareholder, sustainability, and strategic communications advisory services that, together, enable the Firm to deliver clients differentiated insights, integrated expertise, and bespoke advice to address complex interconnected issues, identify and capitalize on strategic opportunities, and drive successful business outcomes.

Sodali’s Services Include

• Shareholder Advisory services include M&A Advisory, Activism Preparation and Defense, Board Governance Services, Corporate Governance Advisory, Proxy Solicitation, Capital Markets Intelligence, Global Debt and Bondholder Services, and Stakeholder Research.
• Sustainability services include ESG Assessment, Strategy & Implementation, and Communications Advisory.
• Strategic Communications services include Corporate Communications, Financial and Transaction Communications, Investor Relations, Public Affairs and Campaigns, Crisis and Special Situations, and Research.

Our Shareholder Advisory practice supports teams on matters related to proxy solicitation services and M&A and Activism advisory. This includes working with public companies through some of their most critical moments - from annual and special shareholder meetings to mergers and acquisitions, proxy contests, tender offers, and other complex corporate events. Through shareholder monitoring, market surveillance, and strategic analysis, we help clients understand their ownership base, track market activity, and assess exposure to activism and governance risk.

The Opportunity

In this role you will be an integral member of our US Corporate Governance Consulting Advisory team. You will be working closely with senior members of the team to support the team’s work in delivering clients with insights and updates on governance-related matters on an ongoing basis, including the assessment of best practices and emerging trends as they relate to each client’s specific circumstances.

As part of its consulting engagements, the team provides guidance on the full range of corporate governance matters, anticipating potential challenges to minimize the risk of shareholder activism and alignment of clients' governance profiles with market expectations. Parallel to assessing potential risks from emerging trends, the team provides strategic, practical advice to help clients make informed decisions on such issues as corporate governance, board-related matters, executive compensation, and sustainability.

Key Responsibilities

• Support and collaborate with team members on various projects, including research requests; assist in assessing, analyzing, and preparing materials that summarize potential impact to clients/our services
• Contribute to the client experience by working on client projects and deliverables, with particular attention towards work related to a shareholder ownership profile analysis, institutional stewardship personnel, and proxy voting tendencies
• Support, and over time manage, client deliverable timelines
• Keep abreast of broader corporate governance developments, trends and shifts in views (investors, regulators, proxy advisors, activists and shareholder proponents, industry peers, etc.); assist in communicating relevant findings internally and externally

Qualifications

• Bachelor’s degree with a strong GPA from an accredited college or university
• 2-4 years’ experience in conducting analyses with ability to draw appropriate conclusions and make informed recommendations; background in
• Highly engaged and motivated self-starter with the ability to think critically and work independently
• Strong proficiency in Microsoft 365, particularly Excel) and PowerPoint (creating new and compelling slides, adding tables and graphics, changing fonts and colors, etc.)
• Comfort in communicating with, presenting to, and influencing senior leadership, with the ability to present new ideas
• Exceptional project/time management and organizational skills with ability to meet multiple deadlines
• Strong sense of accountability and ownership, with high level of attention to detail and accuracy
• Familiarity with shareholder services and/or investment stewardship a plus

Sodali & Co is proud to be an Equal Opportunities Employer. We celebrate diversity and are committed to creating an inclusive environment where everyone feels valued and respected. We welcome applications from all qualified individuals regardless of race, color, religion, sex (including sexual orientation, gender identity, and pregnancy), national origin, age, disability, or veteran status. We are committed to providing reasonable accommodations to support candidates with disabilities or access needs throughout the recruitment process.