Analyst

ANALYST, Proxy/M&A

Location: Hybrid (3+ Days in Office in Stamford, CT or New York, NY)

The Opportunity

Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 70 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 consulting firms, 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 15 regional offices in major financial capitals around the globe.

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.

Practice Group Summary

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 Proxy and M&A Services teams support 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

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.

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

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

The anticipated pay range for this role is $55,000 to $90,000 with an opportunity to earn an annual discretionary bonus. We pay commensurate with the candidate's experience and our internal practices. This salary is expected to increase as the candidate grows in industry knowledge.

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, colour, 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.