Jobs · OTHR · New York

Analyst, Corporate Governance

Sodali & Co · New York, United States · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes description of firm, role, responsibilities, qualifications, skills. No explicit Benefits, Pay, Schedule. So we should not include those sections. Also we should not repeat job title as heading. The posting does not give a job title explicitly; but we should not add heading for it. We need to use

for section headings. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate like EEO etc. Also remove duplicated lines. We need to decide sections: About the role (maybe includes description of firm and role). Responsibilities (list). Qualifications (maybe includes education and experience). Skills (list of skills). Could also combine Qualifications and Skills? But we need to follow instruction: use headings for those categories if content exists. Let's parse content: Firm description: "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. Sodali’s Services Include 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. Our Shareholder Advisory practice supports teams on matters related to proxy solicitation services and M&A and Activism advisory. This includes working with public companies through some of their most critical moments - from annual and special shareholder meetings to mergers and acquisitions, proxy contests, tender offers, and other complex corporate events. Through shareholder monitoring, market surveillance, and strategic analysis, we help clients understand their ownership base, track market activity, and assess exposure to activism and governance risk." Then "The Opportunity 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." Then "Key Responsibilities 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 servicesContribute to the client experience by working on client projects and deliverables, with particular attention towards work related to a shareholder ownership profile analysis, institutional stewardship personnel, and proxy voting tendenciesSupport, and over time manage, client deliverable timelinesKeep 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" Then "Qualifications Bachelor’s degree with a strong GPA from an accredited college or university2-4 years’ experience in conducting analyses with ability to draw appropriate conclusions and make informed recommendations; background inHighly engaged and motivated self-starter with the ability to think critically and work independentlyStrong proficiency in Microsoft 365, particularly Excel) 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 ideasExceptional project/time management and organizational skills with ability to meet multiple deadlinesStrong sense of accountability and ownership, with high level of attention to detail and accuracyFamiliarity with shareholder services and/or investment stewardship a plus" We need to split into sections: About the role (firm description + opportunity). Responsibilities (list). Qualifications (education + experience). Skills (list of skills: Microsoft 365 proficiency, communication, project management, accountability, familiarity with shareholder services). Also maybe "background in" incomplete? The text "background in" seems cut off; maybe it's missing something. We should preserve as is? It says "background in" then nothing. That seems like incomplete; but we must preserve all substantive information; we cannot invent. So we keep "background in" as is? It's incomplete but it's in the source. We'll keep it. We need to format lists: For responsibilities, each item separated by semicolons? The text: "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 servicesContribute to the client experience by working on client projects and deliverables, with particular attention towards work related to a shareholder ownership profile analysis, institutional stewardship personnel, and proxy voting tendenciesSupport, and over time manage, client deliverable timelinesKeep 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" We need to split into list items. Likely each clause separated by semicolon or maybe by the start of a new verb. Let's parse: - 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, with particular attention towards work related to a shareholder ownership profile analysis, institutional stewardship personnel, and proxy voting tendencies - 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 We can make each as

  • . Ensure we keep punctuation. Qualifications: "Bachelor’s degree with a strong GPA from an accredited college or university2-4 years’ experience in conducting analyses with ability to draw appropriate conclusions and make informed recommendations; background inHighly engaged and motivated self-starter with the ability to think critically and work independentlyStrong proficiency in Microsoft 365, particularly Excel) 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 ideasExceptional project/time management and organizational skills with ability to meet multiple deadlinesStrong sense of accountability and ownership, with high level of attention to detail and accuracyFamiliarity with shareholder services and/or investment stewardship a plus" We need to separate into maybe education/experience and then skills list. But we have separate headings for Qualifications and Skills. So Qualifications could include education and experience: Bachelor’s degree..., 2-4 years’ experience..., background in (maybe incomplete). Then Skills list: Highly engaged..., Strong proficiency..., Comfort..., Exceptional..., Strong sense..., Familiarity... We need to avoid duplication. Let's extract: Education/Experience: - Bachelor’s degree with a strong GPA from an accredited college or university - 2-4 years’ experience in conducting analyses with ability to draw appropriate conclusions and make informed recommendations - background in (incomplete) maybe we keep as "background in" Skills: - Highly engaged and motivated self-starter with the ability to think critically and work independently - Strong proficiency in Microsoft 365, particularly Excel 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 We need to format as
    • . Now About the role: combine firm description and opportunity. Could be two paragraphs. We must not include boilerplate EEO etc. Remove that. Now produce HTML fragment:

      About the role

      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. Sodali’s Services Include 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. Our Shareholder Advisory practice supports teams on matters related to proxy solicitation services and M&A and Activism advisory. This includes working with public companies through some of their most critical moments - from annual and special shareholder meetings to mergers and acquisitions, proxy contests, tender offers, and other complex corporate events. Through shareholder monitoring, market surveillance, and strategic analysis, we help clients understand their ownership base, track market activity, and assess exposure to activism and governance risk.

      The Opportunity 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.

      Then Responsibilities:

      Responsibilities

      • Support and collaborate with team members on various projects, including research requests;
      • assist in assessing, analyzing, and preparing materials that summarize potential

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