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Role Description

The Fund Solutions division of Sodali & Co is a leading provider of governance, proxy advisory, and solicitation services for Mutual Funds, Insurance Companies, ETFs, and Closed-End Funds in the U.S. We are seeking candidates for the Associate role to work closely supporting senior management and the project management team on a daily basis. This position plays a key role in supporting senior management with analytics, as well as project managers on campaign specifics.

This is a remote role, with the opportunity to be based in our midtown NYC or Stamford, CT office if desired. The candidate will work closely with our senior managers who are considered industry experts.

Responsibilities

• Support the end-to-end process of developing client/prospect shareholder analysis in partnership with a cross-functional team.
• Translate data into clear, compelling visual narratives and presentations to influence decision-making and drive strategic action.
• Coordinate day‑to‑day vendor communications, including tracking deliverables, resolving issues, and ensuring timely responses across all operational partners.
• Assist improvement projects, contributing to research, documentation, process mapping, and project tracking to drive operational scalability.
• Provide ongoing operational maintenance, including updating internal systems, organizing shared resources, managing documentation, and ensuring consistency across workflows.
• Partner with Finance to ensure accurate invoice tracking and payment workflows, monitoring due dates, reconciling discrepancies, and updating internal logs.
• Provide executive administrative support for the CEO on an ad‑hoc basis, producing clear and well‑organized summaries, notes, and deliverables.

Qualifications

• Bachelor's degree
• 3-5 years of relevant professional experience (data analysis, operations, vendor management, project management)
• Excel power user fluent in formulas such as XLOOKUP, SUMIFS, pivot tables, data visualization, macros and data cleaning techniques
• Advanced proficiency in PowerPoint, Word and other Microsoft Office tools, with the ability to create polished, client-ready deliverables
• Strong quantitative abilities and exceptional comfort working with numbers, performing detailed reconciliations and validating complex data sets
• Meticulous attention to detail
• Problem solver and continuous improvement mindset with a willingness to respectfully question established processes and procedures
• Ability to operate with a sense of urgency to exceed client expectations
• Effective and professional communication skills with strong writing and editing abilities
• Commitment to learning new concepts and industry best practices within a fast-paced, high-performance environment
• Comfort executing multiple projects and high-quality deliverables simultaneously
• Excellent time management skills with ability to work independently and sense of prioritization
• A strong desire to work as part of a team
• Eagerness to learn new skills and technology tools

Benefits

• The anticipated pay range for this role is $65,000 to $75,000 with an opportunity to earn an annual discretionary bonus.
• We pay commensurate with the candidate’s experience and our internal practices.

Company Description

Sodali & Co 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, sustainability issues and debt restructuring.

From headquarters in New York, London, and Sydney with offices in the world’s major capital markets, Sodali & Co serves more than 2,000 corporate clients in over 80 countries, including many of the largest multinational corporations.