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Location: Taguig, Metro Manila

Date Posted: 2023-08-29

Hiring Organization: KMC Solutions | XTN-5406428

Career Category: Client Services / Account Management

Functional overview

Morrow Sodali is a leading provider of strategic advice and shareholder services to corporate clients. With operations across the US, EMEA and APAC Markets, we provide corporate boards and executives with strategic advice and services relating to corporate governance, shareholder and bondholder communication and engagement, capital markets intelligence, proxy solicitation, shareholder activism and mergers and acquisitions.  

To support the Company’s expanding global market reach it opened a Regional Headquarters in the Philippines, at the heart of the Bonifacio Global City in Taguig.

Duties and responsibilities

The Associate will help to support the Global Equities Team, located in different continents, and is responsible for the end-to-end preparation of client reports to enable Morrow Sodali to provide strategic advice and services relating to shareholder identification, proxy vote solicitation and capital markets intelligence.

Day to day activity of the Associate Analyst is in the data collection and research, analysis and processing of data needed in relevant clients handled, reports generation, query resolution from market participants (investors or intermediaries) or internal colleagues and maintaining and administering to the database; participate in all mandated training and meeting sessions, contribute to improving processes by identifying areas for improvement or automation.

Minimum competencies

We are seeking candidates with a good understanding of financial markets, sell-side and buy-side interaction.

With 2 to 3 years’ experience in shareholder identification, proxy solicitation, monitoring and tracking global investors.

Proficient in developing and maintaining VBA Macros

Proficiency in Microsoft 365 especially Excel, as with other tools and sites such as SharePoint.

A must for candidates to demonstrate a proven attention to detail. Possess a patient and conscientious attitude when working with multiple data sets, able to navigate through large spreadsheets without getting lost in extracting relevant data; thoroughly researching using all available sources.

With excellent English communication skills, both written and oral, able to effectively communicate with external and internal counterparts in a timely manner.

Must be willing to work on-site at the Bonifacio Global City, Taguig or on alternative work arrangements as may be necessary.

Must be willing to work on shifts that overlap with counterparts in EMEA (and possibly, in time, the US). When called for, must also be willing to render over-time, including on Philippine holidays.

Morrow Sodali provides great opportunity to develop better appreciation of financial markets for those who seek to grow their careers in the field.

Minimum qualifications

Bachelors’ degree holder of a 4-year Finance/Business related course;