Project Manager, Shareholder Advisory

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.
The Opportunity  The Germanic team of Sodali & Co advises some of the most prominent listed companies across Germany, Austria and Switzerland on high-profile matters relating to corporate governance, investor relations, shareholder engagement, ESG and sustainability. Sodali is a trusted advisor on mid to large-cap issuers, M&A transactions, shareholder activism situations, takeover and raid defence mandates, and responses to hostile activity or unsolicited approaches.

As a Project Manager, you will take day-to-day ownership of advisory projects for some of the region's leading listed companies, managing client relationships and leading work streams. You will join a team of experienced project managers and be expected to quickly grow into a trusted advisor role.
Key Duties   Take ownership of 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, keeping the team organised and ensuring deliverables remain on track.
Responsibility for client deliveries that support account managers in managing their relationship with the client.
Research and evaluate companies' corporate governance and stewardship record and vulnerability.
Analyse, model and interpret 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 influence, proxy voting 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.
Build and maintain relationships with key internal and external stakeholders, liaising with clients, other advisors and service providers.
Cooperate and coordinate work streams with other internal teams and business segments of Sodali & Co (e.g., corporate governance team, sustainability team, engagement team, M&A and shareholder activism team, strategic communication team, research and analytics team).
Engage directly with institutional and retail investors as well as proxy advisory firms, to support client objectives and develop market insights.
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 invest in building your own expertise while actively coaching others, and sharing tools, approaches and less