ANALYST, DISCLOSURES TEAM
Make your next big career move by applying as KMC Solutions' next 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.
On top of your salary, here are the exciting benefits you can look forward to:
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 main responsibilities of a ANALYST, DISCLOSURES TEAM include:
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
To apply, you must be an expert on the following requirements:
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2+ years of experience in database administration and management with good operating knowledge of Netsuite, Sharepoint, database management platforms
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Understanding of global financial markets, including trends, regulations, and key players a plus
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Proven ability to work under pressure
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Demonstrable focus and attention to detail.
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Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
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Excellent communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels in a timely manner
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Proficient in Microsoft 365 especially Excel
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Bachelor’s degree in Finance, Economics, Business Administration, or a related field
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Strong organizational skills, with the ability to prioritize tasks and manage time effectively
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Ability to adapt to changing market conditions and business needs
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Query resolution from market participants (investors or intermediaries) or internal colleagues
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Must be willing to work onsite, or in alternative work arrangements
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Willing to work on hours with overlap with global stakeholders.
It will also be favorable if you are knowledgeable in:
- Working knowledge of Netsuite, PM applications and database management platforms an advantage
The successful candidate must submit the following pre-employment requirements
- Scanned copy of valid NBI Clearance
- Accomplished Medical or PEME Slip (covered by KMC)
- 2x2 & Half body picture with white background
- Proof of government numbers (TIN, SSS, Pag-ibig, & Philhealth)
- Photocopy of 2 valid IDs – front & back (government-issued)
- Clear copy of your Birth Certificate (PSA or NSO)
- Accomplished HR Forms & Promissory Note (will be provided by KMC’s Onboarding Team
Click here to view the complete list of KMC’s pre-employment requirements.
KMC Careers
If you're a rockstar at what you do and looking to be a part of our amazing story, we want to hear from you!
We offer attractive salaries and benefits plus you get to work in some of the Philippines' best flexible workspaces. Our employees also get to enjoy exclusive discounts, rewards and freebies, and invites to our monthly events. We are always recruiting for roles in IT & Development, Marketing, Business Administration, HR & Recruitment and Legal & Finance Roles.
KMC provides quality employment opportunities for job-seekers looking for a career that is both challenging and fulfilling. We are also committed to providing equal opportunities at every selection stage. We do not discriminate due to age, gender, sexual orientation, ethnicity, nationality, and religion.
Work with Us. Grow with Us.
KMC Solutions offers a variety of career opportunities in Metro Manila, Cebu and Clark & Iloilo. We are always looking for talented and enthusiastic individuals who are ready to make their next big career move.
Our Culture
At KMC, we foster an inclusive and positive workplace for all. We push our members to succeed in everything they do through our collaborative work environment. We encourage our community to work hard and reach their full potential while delivering results that matter for our members and you as professionals.
We host amazing and quality events and implement people-centric policies to work flexibly. We ensure that everyone in our expansive network is engaged, from our internal employees and those who work on behalf our offshore partners.
Life within KMC: Work Hard Party Harder
At KMC, we work hard and we are committed to putting our best foot forward in everything we do. Everyone is encouraged to be an individual while also working for the collective good of the KMC Community. We believe mistakes are opportunities and that you should not present a solution without a problem.
We also know when hard work deserves to be recognized so we reward our employees with monthly parties, free trips and much much more!
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