XTN-20C8456 | ANALYST, DISCLOSURES TEAM

Sodali & Co is a leading provider of strategic advice and shareholders services to corporate clients around the world.  Our 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 activist initiatives, multinational cross-border equity transactions and debt restructuring services.  From headquarters in New York, and offices and partners in major capital markets across APAC and EMEA, we service more than 1,000 corporate clients in 80 countries, including many of the world’s largest multinational corporations. In addition to publicly listed and private companies, its clients include mutual funds, ETFs, stock exchanges and membership associations.

Morrow Sodali Philippines Regional Headquarters (RHQ) was established in 2023 to enhance the Company’s expanding global presence. The Manila office is swiftly broadening its operational scope across the equities and proxy business, the Global Debt Services Team, and support services in Finance and IT.

MONETARY BENEFITS

Leave Monetization of Sick Leaves

Premium Benefits (eligibility as applicable) 

13th MonthPay 

NON-MONETARY BENEFITS

HMO Principal 

HMO Dependent 

Carry Over of Leaves 

Paid Leave Credits

Special Leaves

Birthday Leave

The Analyst assists the Associates in sourcing, collecting, and filing of data needed in the end-to-end preparation of client reports.

In this role, you will:

• Prepare Letters of Authority to be sent for client signature
• Send out of disclosure requests to various custodian banks
• Process of custodian responses and upload them in the platform
• Saving of data in appropriate client folders adhering to proper naming conventions
• Efficiently conduct Custodian Bank follow-ups 
• Ensure all email responses Disclosures Inbox are attended to.
• Effectively communicate with stakeholders, providing status updates on all stages of the tasks.
• Ensure all emails are in the Disclosures Inbox is attended to and processed expeditiously.
• Prepare filing and other relevant reports

• 2+ years of experience in database administration and management with good operating knowledge of Netsuite, Sharepoint, database management platforms

• Understanding of global financial markets, including trends, regulations, and key players a plus

• Proven ability to work under pressure

• Demonstrable focus and attention to detail.

• Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights

• Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels in a timely manner

• Proficient in Microsoft 365 especially Excel

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field

• Strong organizational skills, with the ability to prioritize tasks and manage time effectively

• Ability to adapt to changing market conditions and business needs

• Query resolution from market participants (investors or intermediaries) or internal colleagues

• Must be willing to work onsite, or in alternative work arrangements

• Willing to work on hours with overlap with global stakeholders.

• Working knowledge of Netsuite, PM applications and database management platforms an advantage