XTN-9AE4501 | GOVERNANCE CONSULTING TEAM PROJECT COORDINATOR

Sodali & Co is a leading provider of shareholder engagement advisory and governance consulting services to corporate clients around the world. The firm provides corporate boards and executives with strategic advice and services relating to a broad range of activities, including mergers and acquisitions, annual and special meetings, shareholder activism initiatives, multinational cross-border transactions, sustainability issues and debt restructuring. From headquarters in New York, London, and Sydney with offices in the world’s major capital markets, Sodali & Co serves more than 2,000 corporate clients in over 80 countries, including many of the largest multinational corporations. In addition to listed and private companies, the firm’s clients include mutual funds, ETFs, stock exchanges and membership associations.

MONETARY BENEFITS

Leave Monetization of Sick Leaves - The employee shall be eligible to monetize a portion of his/her earned and unused sick leaves to be credited on the first quarter of the succeeding year. The amount to be monetized shall be up to a maximum of PHP 10,000.00 and shall be considered as non-taxable. Any remaining and available leaves credits, aside from the ones being monetized, shall automatically be forfeited at the end of the current calendar year.

Premium Benefits (eligibility as applicable) - Overtime Pay,  Holiday Pay,  Night Differential Pay

13th MonthPay - With a minimum rendered work of at least one (1) month during the calendar year you shall be entitled to 13th Month Pay equivalent to 1/12 of your monthly gross salary multiplied by the number of months worked or earned within a given calendar year to be released on or before Dec 24 of every calendar year subject to the computation as provided by the Labor Code and other pertinent issuances of the Department of Labor and Employment.

NON-MONETARY BENEFITS

HMO Principal - The Employee / Principal shall be entitled to the health insurance upon hire with a maximum benefit limit (MBL) amounting to PHP 300,000 per illness per year. The HMO coverage shall be subject to the guidelines and standards of the HMO provider.

HMO Dependent - Php 200,000 per illness per year HMO eligibility upon hire for 2 dependents. HMO coverage for free dependents is the standard/regular coverage unless stated otherwise.

Carry Over of Leaves - Maximum of five (5) vacation leave credits from the current year may be utilized until March 31 of the succeeding year.

Paid Leave Credits - Employee shall start earning up to Fifteen (15) days’ Vacation Leave (“VL”) with an accrual rate of 1.25 leaves per month, and up to Fifteen (15) days’ Sick Leave ("SL") with an accrual rate of 1.25
leaves per month. VL and SL credits will be available for a period of one year from January 1 to December 31 of the same year. Additional One (1) day VL credit for every year of service up to a maximum of Twenty (20) days VL.

Special Leaves – (Male)Employee shall be entitled to statutory leave for seven (7) days with full pay, under R.A. 8187 Paternity Leave Act of 1996.

(Female) Employee shall be entitled to statutory leaves including but not limited to: Maternity Leave, maximum of 105 days. Republic Act 9710: Magna Carta for Women allowing up to Two (2) months leave with full pay based on the gross monthly compensation pursuant to conditions specified in said Republic Act.

Birthday Leave - As part of our ongoing efforts to enhance employee well-being and create a positive work environment, you are entitled to take a day off to celebrate your birthday.

Position Details:

In this role you will be an integral member of our US Corporate Governance Consulting Advisory team.  This support will be critical to the planning, preparation and delivery of relevant information.  You will work closely with team members on a daily basis to ensure that information is accurate and delivered in a timely manner to clients. 

Key responsibilities will include:

• Data Entry:
• Set up, format, and prepare client reports by reviewing and entering relevant data into applicable programs; streamline process where possible
• Track, review, and consolidate statistical information from various sources into a central database

• Project Management and Coordination:
  • Manage project timelines by monitoring all phases of client projects, including daily check-ins with relevant team members; address timeline gaps as necessary to ensure project deliverables remain on schedule
  • Manage internal team calendar and relevant (internal) check-ins.
  • Engage internal and external stakeholders to ensure team authorization access to time-sensitive information
  • Client Contracts and Proposals
  • Manage clienbt contract process from start to finish for all Governance clients including being responsible for drafting proposals (with support from management) and statements of work, as well as follow ups with clients
  • This also includes liaising with internal and external legal and accounting teams
• Additional:
  • Support team members with client requests through research, including benchmarking and assessments

Requirements:

• Bachelor’s degree
• Highly engaged and motivated self-starter with the ability to work independently while seeking support when needed; ability to present new ideas

• Strong sense of accountability and ownership, with high level of attention to detail and accuracy

• Have a strong track record of working with and being responsive to a variety of stakeholders
• Exceptional project/time management and organizational skills with ability to manage deliverables in a timely manner, with a keen attention to details
• Strong team player with comfort in shifting across various tasks throughout the day
• Proven diligence in work process, including review and manual entry of information
• 100% integrity, maturity, and sound judgment a must
• Advanced proficiency in Microsoft 365, with notable comfort in Excel

Additional:

• Have experience with Salesforce or other CRM platforms
• Have experience with NetSuite or other ERP platforms

Additional:

• Have experience with Salesforce or other CRM platforms
• Have experience with NetSuite or other ERP platforms