Analyst

Sodali & Co; Stamford (CT); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Equal Opportunities Employer

Job summary

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 countries. The Analyst in Stamford, CT will support proxy solicitation, shareholder engagement, and governance advisory work within the Proxy team.

You will maintain shareholder and market data, conduct research, and prepare client reports while collaborating with senior team members to deliver outcomes during critical moments such as annual meetings, mergers, and activism

Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field.
• Professional or internship experience in financial services, consulting, advisory, or banking.
• Ability to clean and work with market data to provide solutions to stakeholders.
• Clear, professional written and verbal communication; strong attention to detail.

Responsibilities

• Maintaining and analyzing shareholder and market data.
• Conducting research and managing databases to support client engagements.
• Coordinating with brokers and banks on behalf of clients.
• Communicating with institutional and retail shareholders regarding proxy matters.
• Soliciting and tracking shareholder votes.
• Designing and preparing client reports, updates, and meeting materials.
• Responding to inbound shareholder inquiries related to proxy solicitations.

Skills

Communication skills

Attention to detail

Teamwork

Customer service mindset

Problem solving

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

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'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. While seated in the Proxy team, you will also have the opportunity to observe and participate in the services provided by other parts of the Shareholder Advisory business.

The Opportunity

As an Analyst, you will work closely with experienced professionals and subject-matter experts to support proxy solicitation in a variety of scenarios from annual meetings to activism defense. You'll gain hands-on exposure to voting analysis, shareholder engagement, and governance advisory work, along with regular feedback to support your professional development. While seated in the Proxy team, you will also have the opportunity to observe and participate in the services provided by other parts of the Shareholder Advisory business.

Responsibilities

• Maintaining and analyzing shareholder and market data
• Conducting research and managing databases to support client engagements
• Coordinating with brokers and banks on behalf of clients
• Communicating with institutional and retail shareholders regarding proxy matters
• Soliciting and tracking shareholder votes
• Designing and preparing client reports, updates, and meeting materials
• Responding to inbound shareholder inquiries related to proxy solicitations

What We're Looking For

• Bachelor's degree required; a focus on Business, Finance, Economics, or a related field is preferred
• Prefer professional or internship experience in a professional services environment, such as financial services, consulting, advisory, or banking.
• Ability to clean and work with market data to provide solutions to stakeholders, in collaboration with senior members of the team
• Clear, professional written and verbal communication skills
• Strong attention to detail and problem-solving ability
• Ability to work independently while collaborating effectively as part of a team
• Demonstrated customer service mindset and professionalism
• Proficiency in Microsoft Excel and PowerPoint

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.