JOB DETAILS

Executive Alliance is pleased to represent our client who are a New York-based global strategic advisory for mergers and acquisitions (M & A).

They are seeking an Analytical Researcher, Shareholder Proxy Services who will focus on analyzing and reporting on institutional investor voting at U.S. shareholder meetings by utilizing data analysis, research of proprietary and external databases, and deductive reasoning.

Job Description:

Executive Alliance is pleased to represent our client who are a New York-based global strategic advisory for mergers and acquisitions (M & A).

They are seeking an Analytical Researcher, Shareholder Proxy Services who will focus on analyzing and reporting on institutional investor voting at U.S. shareholder meetings by utilizing data analysis, research of proprietary and external databases, and deductive reasoning.

NOTE: This opportunity is remote with periodic presence at the company's midtown New York, NY location.

Why Join Us

If you’re insightful, savvy, creative, dedicated, skillful, and frank, you’ll thrive on our team of dedicated and collegial professionals. You’ll play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. You’ll support and guide our clients through all aspects of successful shareholder engagements. You’ll master new challenges daily with diverse opportunities for continuous learning.

Job Requirements:

This position will require the ideal candidate to:

• Have strong abilities to research across multiple databases, historical and current
• Have familiarity with or become knowledgeable about key corporate governance issues and influencers, including proxy advisory services such as ISS and Glass Lewis
• Have knowledge of (or be willing to learn about) SEC filing documents such as 13Fs, Form N-PXs, and proxy statements
• Prepare reports in PowerPoint and Excel

Additional Requirements:

• Bachelor’s degree or equivalent in Finance, Economics, Statistics or related field
• Ability to analyze large, complex, and dynamic data sets
• Strong organizational and time management skills
• Attention to detail
• Self-direction and initiative
• Ability to manage multiple projects and multiple project team requests
• Strong written and oral business communications skills
• Ability to work as a collaborative team member
• Advanced-level MS Office skills, including PowerPoint and Excel
• S. employment authorization without current or future need for sponsorship

This position is ideally suited for persons looking for a long-term commitment to a career in a dynamic field of shareholder engagement and analytics. Your data analysis skills will enable you to contribute to insights used by Innisfree’s clients to make actionable decisions with respect to shareholder engagement on merger votes, proxy contests and other high-stakes shareholder votes.

Applicants should possess a degree in Finance, Economics, or a related field of study and should have at least three to five years’ experience working in the financial industry. Please highlight if you have a working knowledge of custodian/broker processing data when applying and/or experience within proxy voting or tender offers.

When you join this organization, you’ll have:

• Shared commitment to excellence
• Highly competitive compensation
• Mentorship and support
• Variety in your workday
• Chance to make a direct impact
• Respectful workplace
• A team that cares about your development and well-being
• Top-flight benefits, including 100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave, and 401(k) plan with profit-sharing

#ZR #CB

Contact Details:

Doug Wald
Director of Recruiting
Executive Alliance
doug@execsallied.com
+1-631-493-0515