Executive Alliance is pleased to represent our client who are a New York-based global strategic advisory for mergers and acquisitions that deliver shareholder intelligence, strategic advice and proxy solicitation services to the world’s leading corporations and investors.

They are seeking a Shareholder Analyst, Mergers & Acquisitions to support their analysts, clients and management team.

Executive Alliance is pleased to represent our client who are a New York-based global strategic advisory for mergers and acquisitions that deliver shareholder intelligence, strategic advice and proxy solicitation services to the world’s leading corporations and investors.

They are seeking a Shareholder Analyst, Mergers & Acquisitions to support their analysts, clients and management team.

NOTE: This is a remote role requiring the ideal candidate to be accessible to the greater New York City Metropolitan area.

NO C2Cs, AGENCIES, INTERNATIONAL OR OUT-OF-AREA APPLICANTS, PLEASE.

Overview

The firm seeks a highly motivated individual with a keen interest in corporate governance, shareholder activism, and corporate transactions, who can demonstrate a willingness to conduct deep research and produce exceptionally detailed and accurate reports.

Candidates must have strong communication skills and be able to convey shareholder information easily, both verbally and in written format, to senior-level management and clients. They must also demonstrate excellent organizational skills, attention to detail, and the ability to prioritize and manage a number of simultaneous projects.

Accountabilities

• Research and report on top shareholders’ ownership of public companies.
• Conduct research and produce reports summarizing shareholder voting patterns and policy findings.
• Craft and orchestrate investor roadshows for high-stakes corporate situations.
• Create investor profiles and research investor contacts.
• Provide research findings to C-Suite executives in written and video call formats.
• Update databases with relevant new findings.

Requirements

• Bachelor’s degree or equivalent in Finance, Economics, Statistics, or a related field.
• Applicants should have at least 3 years of financial industry experience, preferably in a research/ analytical position.
• Excellent written and verbal communication skills.
• Exceptional attention to detail.
• Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists, and follow up with all internal and external requests.
• Solid understanding of the stock market (knowledge of corporate governance issues and influencers is a plus).
• Ability to research across multiple databases, historical and current.
• Advanced-level MS Office skills, including Excel and PowerPoint.
• Ability to simultaneously manage multiple projects from various sources with a keen sense of prioritization.
• Must live a commutable distance to NYC.
• U.S. employment authorization without current or future need for sponsorship.
Preferred Experience
• Experience working with financial data from sources such as Bloomberg and FactSet.
• Prior experience in data collection, research, and optimization, with an ability to provide insight into continuous process improvements.
• Prior client-facing experience.
• Comfortable working directly with senior management.

#IND2 #ZR