Sodali & Co
Manager, Proxy, Shareholder Advisory
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The Opportunity
The UK and EMEA proxy teams of Sodali & Co provide strategic advice to major listed issuers on high-profile matters related to corporate governance, investor relations and shareholder engagement, M&A and Activism, annual general meetings, ESG and sustainability. The team is highly regarded, and part of a global shareholder engagement team that is recognized as the leading proxy solicitation firm globally. The team is a trusted advisor in M&A transactions and counsels companies within shareholder activism and takeover/raid defence mandates as well as response to broader hostile activity or unsolicited approaches. The UK/EMEA team directly partner with management boards and supervisory boards as well as senior leaders (Head of Investor Relations, Chief Legal Officer, Head of Corporate Board Office/Corporate Secretary) of the respective listed company. You will join a fast growing global consulting firm, with a multinational, passionate, and ambitious team, that is used to challenge and being challenged, embrace change and strive to achieve greatness.
More About Sodali & Co
Sodali & Co is a recognized global capital markets stakeholder advisory firm, serving over 2,000 clients in more than 65 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 consultancies, 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 12 regional offices in major financial capitals around the world.
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.
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Key Responsibilities of the Manager, Proxy Role:
- Participate and support in advisory assignments on matters related to corporate governance, shareholder engagement and proxy solicitation, capital markets intelligence as well as sustainability and ESG.
- Work and assist on special situations (M&A and shareholder activism), including live raid defence, proxy fights, contests for corporate control and crisis management.
- Research and evaluate companies’ corporate governance and stewardship record and vulnerability.
- Analyse, modelling and interpreting companies’ shareholder base profile, including proxy voting guidelines and past voting behaviour of major institutional investors to project impact and outcome of shareholder votes.
- Analyse the influence, policies and frameworks of proxy advisory firms (e.g., ISS and Glass Lewis).
- Develop shareholder engagement and corporate governance roadshow concepts and materials (e.g., investor profiles) by thoughtful research on institutional investors and other stakeholders.
- Identify and actively support the pursuit of new business development opportunities. Liaison with clients, other advisors (e.g., law firms, investment banks).
- Cooperate and coordinate workstreams with other internal teams and business segments of Sodali & Co (e.g., corporate governance team, sustainability team, engagement team, M&A and activism team, strategic communication team, research and analytics team).
- Engage in meaningful discussion with institutional and retail investors as well as proxy advisory firms.
- Monitor shareholder positions and trading activities.
- Prepare executive summaries, client presentations, case studies and board ready briefing materials.
- Conduct research and surveillance on relevant governance, shareholder and activism trends.
- Develop and expand subject matter knowledge related to corporate governance, investment stewardship, shareholder dynamics, activism and ESG.
- Maintain the UK team’s various databases and in-house intelligence.
- Leverage financial and business intelligence databases such as Factset, Refinitiv Eikon, Bloomberg, ISS-Corporate, Diligent Market Intelligence, Broadridge as well as the firm’s proprietary databases, including the Sodali & Co Platform, to process, analyse and present obtained information in the form of texts, charts and tables.
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Qualifications:
- Experience in M&A and Activism proxy solicitation, investor relations, corporate governance, capital markets, investment management, investment banking or finance.
- Academic track record demonstrating numeracy and critical thought.
- Highly organised, intellectually curious and analytically minded.
- Advanced user in Excel.
- Confident to work with qualitative and quantitative datasets to synthesise information and develop innovative, sophisticated solutions.
- Outstanding project management skills with the ability to prioritise competing projects and deadlines.
- Exceptional written and verbal communication skills with the ability to elaborate concepts and ideas concisely and defend their validity.
- Professional and mature manner, ability to politely and considerately interact with clients, other advisors and colleagues while applying highest standards of business etiquette.
- Ready to assume responsibility in high-stake situations in combination with a relentless work ethic and high resilience.
- Unconditional integrity, confidentiality and discretion.
- You will be required to interact with senior leaders of the firm as well as company boards, senior managers of issuers and other advisors (e.g., investment bankers, lawyers), exceptional communication and interpersonal skills are therefore indispensable.
Equal Opportunities Employer
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, color, 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.
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