Make your next big career move by applying as KMC Solutions’ next Associate, Equities /Proxy 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 - The employee shall be eligible to monetize a portion of his/her earned and unused sick leaves to be credited on the first quarter of the succeeding year. The amount to be monetized shall be up to a maximum of PHP 10,000.00 and shall be considered as non-taxable. Any remaining and available leaves credits, aside from the ones being monetized, shall automatically be forfeited at the end of the current calendar year.

Premium Benefits (eligibility as applicable) - Overtime Pay, Holiday Pay, Night Differential Pay

13th MonthPay - With a minimum rendered work of at least one (1) month during the calendar year you shall be entitled to 13th Month Pay equivalent to 1/12 of your monthly gross salary multiplied by the number of months worked or earned within a given calendar year to be released on or before Dec 24 of every calendar year subject to the computation as provided by the Labor Code and other pertinent issuances of the Department of Labor and Employment.

NON-MONETARY BENEFITS

HMO Principal - The Employee / Principal shall be entitled to the health insurance upon hire with a maximum benefit limit (MBL) amounting to PHP 300,000 per illness per year. The HMO coverage shall be subject to the guidelines and standards of the HMO provider.

HMO Dependent - Php 200,000 per illness per year HMO eligibility upon hire for 2 dependents. HMO coverage for free dependents is the standard/regular coverage unless stated otherwise.

Carry Over of Leaves - Maximum of five (5) vacation leave credits from the current year may be utilized until March 31 of the succeeding year.

Paid Leave Credits - Employee shall start earning up to Fifteen (15) days’ Vacation Leave (“VL”) with an accrual rate of 1.25 leaves per month, and up to Fifteen (15) days’ Sick Leave ("SL") with an accrual rate of 1.25
leaves per month. VL and SL credits will be available for a period of one year from January 1 to December 31 of the same year. Additional One (1) day VL credit for every year of service up to a maximum of Twenty (20) days VL.

Special Leaves – (Male)Employee shall be entitled to statutory leave for seven (7) days with full pay, under R.A. 8187 Paternity Leave Act of 1996.

(Female) Employee shall be entitled to statutory leaves including but not limited to: Maternity Leave, maximum of 105 days. Republic Act 9710: Magna Carta for Women allowing up to Two (2) months leave with full pay based on the gross monthly compensation pursuant to conditions specified in said Republic Act.

Birthday Leave - As part of our ongoing efforts to enhance employee well-being and create a positive work environment, you are entitled to take a day off to celebrate your birthday.

The main responsibilities of a Associate, Equities /Proxy Team include:

In this role, you will:

Handle the end-to-end preparation of client reports including, but not limited to, shareholder identification, proxy reports and capital markets intelligence.
Ensure accuracy and timeliness of data collection, analysis and delivery of all assigned deliverables.
Effective and efficient coordination with global stakeholders, providing status updates on all project stages.
Actively participate and contribute in the review of operational processes and identify areas for continued improvement.
Adhere to agreed-upon targets and KPIs.
Perform administrative functions such as attendance monitoring, OT and leave for pre-approval
Perform other tasks that may be assign by the Manager of stakeholders from time-to-time.

To apply, you must be an expert on the following requirements:

3+ years of experience in Capital Markets Intelligence, Shareholder Identification
Proven people management skills and is a team player
Good understanding of global financial markets, including trends, regulations, and key players
Proven ability to work under pressure, manage multiple tasks while maintaining attention to detail.
Proven success in meeting or exceeding client/stakeholder expectations
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
Proficient in financial analysis software and tools, such as FactSet and Bloomberg
Advanced proficiency in MS Excel
Familiarity with Sharepoint and database management platforms
Strong organizational skills, with the ability to prioritize tasks and manage time effectively
Bachelor’s degree in Finance, Economics, Business Administration, or a related field
Knowledge of shareholder engagement strategies and best practices
Ability to adapt to changing market conditions and business needs
Willing to work on EMEA or AMER shift, when assigned
Must be willing to work on site in Bonifacio Global City or in alternative work arrangements

It will also be favorable if you are knowledgeable in:

Working knowledge with Netsuite, Hive and Database Management platforms

ASSOCIATE, EQUITIES /PROXY TEAM

ASSOCIATE, EQUITIES /PROXY TEAM

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