XTN-6468864 | 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.

The main responsibilities of a Analyst, Disclosures Team include:

The Admin Support 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.