Shareholder Advisor Analyst Jobs

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Job details

A world leading Advisory firm is seeking a Hybrid Investment Analyst to add to their Shareholder Advisory Group

This Jobot Job is hosted by Craig Bettencourt

Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.

Salary $50,000 - $70,000 per year

A Bit About Us

• World Leader in Shareholder & Advisory services to publicly traded companies. Offices in North America with hubs in NYC & Toronto.
• Have acted on the largest and most high-profile proxy fights and transactions. Since 2003,
• Public companies across North America have looked to the expertise to help them reach out to shareholders and secure the success of transactions or resolutions driven by shareholder votes.

Multidisciplinary team offers an array of specialized services focused on strategic and defensive advisory, governance advisory and proxy analytics, strategic communications, and voting analytics.

Why join us?

Our people and culture are two of the most valuable assets we have as a company. We’ve grown by hiring the best and brightest in the industry.

• Competitive base salary and overall compensation package (15% bonus)
• Generous PTO, vacation, sick, and holidays including summer Friday's
• Full benefits Medical, Dental, Vision
• 401 (K) with generous company match
• Life Insurance coverage

Job Details

Key Duties and Responsibilities

• Contribute to vulnerability analyses for contested situations and transactions
• Maintain the in-house filing system (electronic/hard copy) of pertinent client materials
• Assist with preparation and review of documentation including public filings, press releases and proxy materials
• Reconcile vote discrepancies by collecting and analyzing information
• Act as a liaison between intermediaries, transfer agents and custodians, exercising a high level of confidentiality and discretion
• Prepare and interpret proxy voting reports for numerous public issuer annual and special shareholder meetings
• Aggregate and compile market intelligence by monitoring shareholder positions and trading activities
• Participate in multiple Kingsdale business lines including Proxy Solicitation, Strategic & Defense Advisory, Shareholder Identification, Governance Advisory and Voting Analytics
• Attend client/shareholder/corporate meetings or events as a Kingsdale representative

Qualifications

• Demonstrated knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.)
• Reporting skills, attention to detail, deadline-oriented, client confidentiality, time management, dependability, data entry management
• Reliable, responsible, and motivated individual with excellent communication and presentation skills
• Ability to prioritize and multi-task, meet deadlines in a dynamic, fast paced environment
• Experienced team player with strong analytical and problem-solving skills
• Demonstrated knowledge of refined power point skills
• Commitment to the quality of deliverables with the ability to resolve client issues before escalation in a professional manner
• Flexibility in hours, ability to work overtime if necessary

Education

• University or College education in Business Administration or related discipline
• 1-2 years of experience in data analysis or similar role

The Analyst will report to the Senior Director/VP of the Shareholder Advisory team and will be responsible for a full range of research, reporting and administrative support. Your primary responsibility is to provide clients with advisory services and analysis through the use of databases, electronic spreadsheets, presentations, and detailed reports for public companies in Canada and the United States. The successful candidate will have the opportunity to work on North America’s highest profile shareholder meetings, M&A, activist engagements, and proxy contests.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Want to learn more about this role and Jobot?

Click our Jobot logo and follow our LinkedIn page!