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Sodali & Co · 1 week ago

Analyst, Proxy/M&A

NYC Metro Area

Full-time

Hybrid

New Grad, Entry Level

$65K/yr - $90K/yr

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 70 countries. As an Analyst, you will support proxy solicitation in various scenarios, gaining hands-on exposure to voting analysis, shareholder engagement, and governance advisory work.

Business IntelligenceConsultingFinancial Services

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

Qualification

Data analysisShareholder engagementGovernance advisoryMicrosoft ExcelMicrosoft PowerPointCustomer service mindsetWritten communicationVerbal communicationAttention to detailProblem-solvingTeam collaboration

Required

Bachelor's degree required; a focus on Business, Finance, Economics, or a related field is preferred

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

Benefits

Opportunity to earn an annual discretionary bonus

Company

Sodali & Co

Sodali & Co advises corporate clients worldwide as they navigate the complex dynamic of shareholder and stakeholder interests.

Founded in 1972

New York, New York, USA

501-1000 employees

https://morrowco.com

Funding

Current Stage

Late Stage

Leadership Team

Ed Galati

Chief Financial Officer

Company data provided by crunchbase