Shareholder Research Analyst

This position is based in New York, NY.

About Us

Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice, and proxy solicitation services to the world’s leading corporations and investors when it matters most. Our proprietary ActiveIQ™ methodology sets us apart from traditional proxy solicitation and stock surveillance firms, going far beyond simply tracking activity in a company’s ownership to providing critical information, best-in-class analytics and actionable recommendations to our clients. We provide expert advice on a wide range of matters, including investor engagement, shareholder activism, executive compensation proposals, and ESG issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts.

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.

When you join Innisfree M&A, 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

This position 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.

This position will require a candidate to:

• Have strong abilities to research across multiple databases, historical and current
• Analyze large, complex and dynamic data sets
• Have general understanding of equity markets and related financial instruments
• Manage multiple projects and simultaneous project team requests
• Demonstrate strong organizational and time management skills
• Prepare reports in advanced-level PowerPoint and Excel

Additional Requirements:

• Ability to work as a collaborative team member
• Possess self-direction and demonstrate initiative
• Ability to demonstrate strong attention to detail
• Strong written and oral business communications skills
• 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
• U.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 data 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. Work history gained from related industry internships or academic positions such as a student-faculty assistant, will be factored as practical experience relevant to this position.

Applicants should possess a degree in Business Administration, Accounting, 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.

Compensation:

A base salary will be offered commensurate with a candidate’s prior experience. Candidate will be eligible for the firm’s annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary Range: $80,000 - $120,000.

Flexible, safe options for remote and on-site work

At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues. While most work is done remotely, this is a hybrid position that will require on-site presence, in-person training, and collaboration with other team members on a regular basis. In addition, employees may be asked to attend client meetings, in-person team-building exercises, and firm gatherings.

Equal Employment Opportunity/Commitment to Diversity

Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Innisfree values inclusion of individuals of all different races, genders, sexual orientation, ages and physical capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imagination—and ultimately excellence—to the benefit of our employees, society and clients.

Please apply here:

https://innisfreema.bamboohr.com/careers/23?source=aWQ9Mjg=