Morrow Sodali is a leading provider of shareholder engagement advisory and governance consulting services to corporate clients around the world. The 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 activism initiatives, multinational cross-border transactions, ESG issues and debt restructuring. From headquarters in New York and London, and with offices in the world’s major capital markets, Morrow Sodali serves more than 1,000 corporate clients in over 80 countries, including many of the largest multinational corporations. In addition to listed and private companies, the firm’s clients include mutual funds, ETFs, stock exchanges and membership associations.
We are currently seeking early career candidates for an Analyst position to join our US Corporate Governance Consulting team. This is a hybrid role with the expectation of being in the Stamford, CT office 2-3 days per week with the team.
Position Details:
In this role you will be an integral member of our US Corporate Governance Consulting Advisory team. You will be working closely with senior members of the team to support the team’s work in delivering clients with insights and updates on governance-related matters on an ongoing basis, including the assessment of best practices and emerging trends as they relate to each client’s specific circumstances.
As part of its consulting engagements, the team provides guidance on the full range of corporate governance matters, anticipating potential challenges to minimize the risk of shareholder activism and alignment of clients' governance profiles with market expectations. Parallel to assessing potential risks from emerging trends, the team provides strategic, practical advice to help clients make informed decisions on such issues as corporate governance, board-related matters, executive compensation, and sustainability.
Key responsibilities may vary but will generally include:
Support and collaborate with team members on various projects, including research requests; assist in assessing, analyzing, and preparing materials that summarize potential impact to clients/our services
Contribute to the client experience by working on client projects and deliverables
Set up, format, and prepare client-facing reports through entry and review of relevant data into applicable programs; streamline process as appropriate
Track, review, and consolidate information from various sources into centralized location
Support, and over time manage, client deliverable timelines
Keep abreast of broader corporate governance developments, trends and shifts in views (investors, regulators, proxy advisors, activists and shareholder proponents, industry peers, etc.); assist in communicating relevant findings internally and externally
Requirements:
Bachelor’s degree with a strong GPA from an accredited college or university
<1-2 years’ experience in conducting analyses with ability to draw appropriate conclusions and make informed recommendations
Highly engaged and motivated self-starter with the ability to think critically and work independently
Strong proficiency in Microsoft 365, particularly Excel (e.g., advanced formulas, VLOOKUP, pivot tables, etc.) and PowerPoint (creating new and compelling slides, adding tables and graphics, changing fonts and colors, etc.)
Comfort in communicating with, presenting to, and influencing senior leadership, with the ability to present new ideas
Exceptional project/time management and organizational skills with ability to meet multiple deadlines
Strong sense of accountability and ownership, with high level of attention to detail and accuracy
Familiarity with shareholder services and/or investment stewardship a plus
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Applicant may be asked to deliver a presentation to senior team members during interview process; request may include data analysis component.
Compensation: Salary range $65k - $90k, commensurate with experience and skill, plus an annual discretionary performance-based bonus.
Seniority level
Entry level
Employment type
Full-time
Job function
Consulting
Industries
Business Consulting and Services
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