Analyst, Shareholder Advisory

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.

United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

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- Now Hiring - Analyst, Shareholder Advisory_

Reporting to the Head of Operations, Investor Solutions, the Analyst, Shareholder Advisory will develop strong relationships at the senior management level of our client’s organization to ensure that we are capitalizing on opportunities in delivering proxy related and Information agent services along with custom reporting solutions and asset recovery services. They will lead and deliver the full suite of services to each of their clients and ensure profitability, a high rate of client satisfaction, while mitigating any risk.

KEY ACCOUNTABILITIES- Assume responsibility for leading and strengthening the client relationship.- Develop positive relationships within multiple functions at client organization.- Work closely with the product development and business management of all product areas to help craft solutions to meet client needs.- Alert senior management to real or potential issues.- Manage the process of onboarding new business; ensure complete client documentation is in place, forms and requests for shareholder lists and submitted, and billing is setup- Day to day direct interface with:
- Transfer Agents,-
- Printers,-
- Broadridge and other mail houses,-
- Trustees,-
- Client advisors and investment bankers,-
- Client legal counsel,-
- Global Depositories and their participants (Banks, brokerage firms, custodians etc.)Assists corporate clients with the preparation of Shareholder meetings by gathering historic information, conducting a trend analysis on past AGMs, providing them with a competitive analysis from an ESG perspective, and identifying any issues that may surface- Review Management Information Circulars and provide any suggestions on best practices in disclosing information, updating contact information and process information- Design and update customized election and/or proxy instruction forms- Coordinate the mailings and distribution of meeting material, management circulars etc.- Coordinate and advise clients and finance of advance funds required for printing and mailings and other applicable services- Advise on corporate actions from an operational perspective and coordinate activities with all stakeholders- Design, prepare and deliver customized daily projected vote, consent and tender reports as well as special/ customized analytic reports that clients may request- Ensure that all reporting deliverables are accurate and delivered on time to all stakeholders- Liaise with broker and custodian back offices to identify tender and consent election information- Understand Anti-Money Laundering (“AML”) and compliance program requirements- Be knowledgeable of all existing products and services to effectively promote and champion all offerings- Provide input on operational work process improvements related to departmental work activities- Responding to general and non
- standard inquiries and resolving client issues but will escalate contentious or sensitive issues to the Relationship Managers- Complete transactions seamlessly by delivering all process requirements and authorizations to stakeholders.- Leverage off of personal and group experience, use sound judgment and decision making in creating and customizing an approach to each unique proxy solicitation and information agent mandate- Assist and backup Analyst, proxy and Sr. Client Manager as required- Co-ordinate internal & external activities to ensure superior service and exceeding quality standards.- Represent the Company professionally.- Assist with development of thought leadership pieces and content for development with other team members.- Assist with reviewing sources for new business - i.e. press releases and SEDAR filings; research opportunities.- Ensures timely billing of any services- Other duties and responsibilities as assigned.

QUALIFICATIONS- Proactive with a highly developed curiosity and a strong attention to detail.- Can juggle multiple deliverables and learn on the fly- Eager to learn and is resourceful- 3 to 4 years of proven experience in a similar or client facing, relationship management role within the Financial services or Investment industry experience is required (Custodian/broker back office/ Investmen