Process Executive

Posted Yesterday
Be an Early Applicant
Chennai, Tamil Nadu, IND
In-Office
Mid level
HR Tech • Payments • Software • Financial Services
The Role
Processes proxy voting activities, including broker kickouts, proxy tabulations, record-date and proxy-run validation, vote tallying, scanned-card review, reporting, record retention, form customization, hosting-site creation, and email communications. The role also supports issue resolution with administrative teams and requires familiarity with proxy procedures, corporate governance, shareholder rights, and investment operations.
Summary Generated by Built In

Management Level

I

JOB DESCRIPTION
POSITION: PROXY ANALYST LOCATION: India
PURPOSE OF POSITION
The Proxy Analyst will have familiarity with proxy voting procedures and regulations, corporate governance and shareholder rights as
well as analyze and monitor activity to gather and interpret data. A general knowledge of investment industry operations and trends as
well as SEC regulations is a plus. Incumbent will oversee the maintenance of record retention and retrieval. Also Involved in daily
custom design of various forms used by other departments.
ESSENTIAL DUTIES & RESPONSIBILITIES
• Process daily broker kick outs to ensure proxy tabulations reflect accurate numbers.
• Work closely with admin teams to address any issues arising in proxy card creation and tabulation.
• Backup other proxy functions: validating record dates and proxy runs, entering defaults for proposal tabulations, tallying
incoming votes and validating scanned proxy cards kick outs.
• Work closely with admin teams to address any issues arising in proxy tabulation.
• Validate record dates and proxy runs
• Enter defaults for proposal tabulations
• Tally incoming votes and validate scanned proxy cards kick outs reports
• Internal and External Reporting
• Create hosting sites and email blasts for upcoming meetings.
POSITION REQUIREMENTS
• High School diploma or GED
• 3-5 years experience in a similar role
• Proficiency in Microsoft Office Suite
• Quark 4.0 and 6.0
• Excellent communication skills
• High level of organization and detail orientation
Preferred:
• Transfer Agent experience

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.

Skills Required

  • High school diploma or GED
  • 3-5 years of experience in a similar role
  • Proficiency in Microsoft Office Suite
  • Proficiency in Quark 4.0 and 6.0
  • Excellent communication skills
  • High level of organization and attention to detail
  • Transfer Agent experience

Equiniti Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equiniti and has not been reviewed or approved by Equiniti.

  • Fair & Transparent Compensation — Company materials describe a formal pay framework and living‑wage commitments that provide clearer expectations on levels and ranges. Some mid‑to‑senior roles are characterized as competitively paid relative to market.
  • Retirement Support — UK roles are advertised with strong pension matching and access to a long‑term incentive plan, while U.S. roles commonly include a 401(k) and retirement planning options. These elements add meaningful long‑term value beyond base pay.
  • Leave & Time Off Breadth — UK packages promote generous annual leave alongside volunteer days, and U.S. accounts describe substantial PTO in some positions. Time‑off offerings are a recurring strength that bolsters total rewards.

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The Company
HQ: Mendota Heights, MN
4,092 Employees

What We Do

Our people and platforms engage customers with investments, connect businesses with markets, and enable organisations to grow. Our vision is to be a leading global share registrar and transfer agent, offering complementary services in pensions and remediation, to help our customers succeed.

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