Associate, Fund Solutions

Senior Associate, Funds Solutions

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.

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 offer comprehensive market analysis, strategic advisory, governance guidance, and campaign execution for registered fund shareholder meetings, utilizing proprietary analytics to understand shareholder sentiment.

We are seeking candidates for the Associate role to work closely supporting senior management and the project management team on a daily basis. You will conduct complex analyses to contribute to client deliverables. This position plays a key role in supporting senior management with analytics, as well as project managers on campaigns specifics. You will be trained in our approach to client work and our methodologies.

This is a remote role, with the opportunity to be based in our midtown NYC or Stamford, CT office if desired. This individual will embrace variety in their workload, tackling different responsibilities daily. The opportunity is a training ground preparing the individual to advance to a senior position. Proxy services is a niche industry with very few players. 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
• Be able to communicate to management effectively and professionally with strong writing and editing abilities
• Be committed to learning new concepts and industry best practices within a fast-paced, high-performance environment
• Be comfortable 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

The anticipated pay range for this role is $65000 to $75000 with an opportunity to earn an annual discretionary bonus. We pay commensurate with the candidate's experience and our internal practices. We are an equal opportunity employer and are committed to building a diverse and inclusive workplace. We consider all qualified candidates regardless of race, color, religion, creed, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, familial status, caregiver status, pregnancy, reproductive health decisions, veteran status, unemployment status, arrest or conviction record, or any other status protected under federal, state, or local law.