Shareholder Analyst, M

2 weeks ago


New York, United States Executive Alliance Full time
Job DescriptionJob Description

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

Company DescriptionGLOBAL stable instrument manufacturer used by multiple different industries.Company DescriptionGLOBAL stable instrument manufacturer used by multiple different industries.

  • New York, New York, United States Innisfree Full time

    Job SummaryWe are seeking a highly skilled Shareholder Research Analyst to join our team at Innisfree. As a key member of our research team, you will be responsible for analyzing and reporting on institutional investor voting at U.S. shareholder meetings.Key ResponsibilitiesAnalyze large, complex, and dynamic data sets to identify trends and patternsResearch...


  • New York, New York, United States Idex Full time

    An Insurer with an M&A insurance line are looking to appoint an Underwriting Analyst to provide technical and legal support to a team of experienced representation and warranties Underwriters based across North America. Candidates will display first class attention to detail with some experienced gained from within the M&A sector or law. Visit the IDEX...


  • New York, United States Idex Full time

    An Insurer with an M&A insurance line are looking to appoint an Underwriting Analyst to provide technical and legal support to a team of experienced representation and warranties Underwriters based across North America. Candidates will display first class attention to detail with some experienced gained from within the M&A sector or law. Visit the IDEX...

  • Investigative Analyst

    3 months ago


    New York, United States T&M USA, LLC Full time

    Job DescriptionJob DescriptionT&M USA, LLC is a rapidly growing industry leader and provider of security, intelligence, and investigative services to leading corporations, organizations, and private clients across the country and around the globe. To meet its growth demands, T&M is seeking an Investigative Analyst for the Investigations and Consulting...


  • New York, New York, United States Innisfree Full time

    Job OverviewSalary: $80,000 - $90,000Position Title: Equity Market Surveillance Research AnalystAbout the CompanyInnisfree M&A Incorporated stands as a leading firm in high-stakes shareholder engagement. We provide vital shareholder insights, strategic counsel, and proxy solicitation services to top-tier corporations and investors during critical moments....


  • New York, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...

  • Corporate M&A Attorney

    3 months ago


    New York, United States Ascension Global Staffing & Executive Search Full time

    Job DescriptionJob DescriptionAscension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commitment to diversity and inclusion, our firm is dedicated to identifying and attracting top talent across the nation. With a unique...


  • New York, United States Selby Jennings Full time

    Selby Jennings is working with an Investment Banking Boutique focused on Software M&A. This Boutique boasts an exceptional record in Mid-Market Investment Banking, closing 5-8 deals in previous 3 years. This group is looking to add an Investment Banking Analyst with ideal candidates having closed 2+ deals in Tech M&A. Qualifications: Bachelor's degree in...


  • New York, United States Prospect Rock Partners Full time

    About the job Investment Banking Analyst 2, Healthcare Services and Technology M&A Job Description Our client, an elite boutique investment bank, is actively looking to add an Analyst 2 to their Healthcare Services M&A team. The role will be based in New York. The Investment Banking Analyst will be a key member of an experienced team of investment bankers...


  • New York, New York, United States Innisfree Full time

    Job OverviewSalary Range: $80,000 - $120,000Position Title: Equity Research AnalystLocation: New York, NYAbout Our FirmInnisfree M&A Incorporated stands as the leading firm in high-stakes shareholder engagement. We provide essential shareholder insights, strategic guidance, and proxy solicitation services to top corporations and investors globally,...


  • New York, United States Prospect Rock Partners Full time $125,000 - $135,000

    Job DescriptionJob DescriptionOur client, a boutique investment bank, is seeking an experienced Analyst 2/3 to join their M&A Advisory business in New York City. This specialized firm provides strategic advisory and investment banking services to companies at the intersection of technology and finance, with a particular focus on the Insurance, Capital...

  • Financial Analyst

    1 week ago


    New York, New York, United States CSG Partners Full time

    CSG Partners is seeking a driven and analytical Financial Analyst to join our team of experts specializing in Employee Stock Ownership Plans (ESOPs). We are a leading national firm dedicated to helping middle-market companies leverage the unique benefits of ESOPs for shareholder liquidity, tax relief, and employee engagement. In this role, you will play a...


  • New York, United States Prospect Rock Partners Full time

    Job DescriptionJob DescriptionJob DescriptionOur client, an elite boutique investment bank, is actively looking to add an Analyst 2 to their Healthcare Services M&A team. The role will be based in New York. The Investment Banking Analyst will be a key member of an experienced team of investment bankers focused on healthcare companies. The successful...


  • New York, New York, United States Oppenheimer & Co. Full time

    About the RoleOppenheimer & Co. Inc. is a leading middle-market investment bank and full-service broker-dealer. We are seeking a highly skilled Senior Analyst to join our Investment Banking department in New York.Key ResponsibilitiesPrepare client presentations, offering memoranda, and internal committee memoranda for senior bankers.Execute transactions...

  • M&A Associate

    2 weeks ago


    New York, New York, United States Selby Jennings Full time

    Position: Investment Banking Associate, Mergers & AcquisitionsLocation: New York, NYWe are in search of a talented Senior Analyst or Associate to become part of a distinguished independent investment banking firm in New York City, specifically within their dynamic Mergers & Acquisitions division. This role offers the opportunity to engage with complex public...

  • M&A Analyst

    2 weeks ago


    New York, New York, United States Eastdil Secured Full time

    About Eastdil SecuredEastdil Secured stands as the premier independent commercial real estate investment banking firm globally, boasting nearly $3 trillion in transactions completed over the last 15 years. Our unique blend of commercial real estate and capital markets expertise allows us to offer clients comprehensive advisory services across all major...


  • New York, New York, United States Prospect Rock Partners Full time

    About the RoleProspect Rock Partners is seeking a highly skilled Investment Banking Analyst 2/3 to join our Technology M&A Team. As a key member of our team, you will be responsible for providing financial analysis and market research to support our clients' strategic objectives.Key Responsibilities:Financial Analysis: Conduct in-depth financial analysis,...


  • New York, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Reporting Analyst, Banking, Private, Reporting, Analyst, Project Management


  • New York, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Associate, Analyst, Credit Analyst, Monitoring, Financial, Asset Manager, Technology


  • New York, United States CSG Partners Full time $90,000 - $100,000

    Investment Banking Analyst (Immediate Hire)We're looking for diligent, coachable, and determined financial services professionals who have already started their careers at major investment banks, accounting firms, or related consultancies.CSG offers a hands-on training program, direct client involvement, and a competitive compensation package. You'll...