Analyst, Activism & Shareholder, Advisory
About The Position
Perella Weinberg’s Activism & Shareholder Advisory Team advises clients on shareholder activism and takeover defense, including vulnerability assessments, activism preparedness, corporate governance, live defense, proxy fights, contested M&A, and broader hostile situations. The team is seeking an experienced analyst who is energetic and interested in building a career in shareholder activism. The role offers the opportunity to work in a rapidly evolving area of the merger landscape under the guidance of experienced M&A professionals, and to interact daily with senior leaders at the firm. The successful candidate will bring foundational investment banking knowledge and experience, communicate confidently in writing and orally, and perform effectively under pressure. They will present ideas and engage in constructive debate, support clients and colleagues on live situations, and contribute research and analysis on public investors and shareholder activism.
Requirements
- At least 1 year of experience in a classic investment banking coverage role.
- Solid understanding of company valuation concepts, including comparable multiples, DCF, and LBO.
- Keen interest in global markets and the macroeconomic environment.
- Highly organized and analytical approach.
- Ability to synthesize large amounts of data.
- Exceptional project management skills and ability to prioritize competing projects and deadlines.
- Intellectual curiosity and creativity, with a demonstrated interest in learning about M&A.
- Self-starting and proactive personality.
- Ability to thrive under tight deadlines and in real-time developing situations.
- Highest standard of integrity.
- Strong oral and written communication skills and ability to confidently present ideas and engage in constructive debate.
Nice To Haves
- Experience in a market-facing role, such as private-side capital raising or public-side investing.
- Experience working on a live shareholder activism situation.
Responsibilities
- Partner with counterparts in industry coverage groups to prepare client presentations.
- Understand key provisions in public companies’ governance documents.
- Provide real-time judgments and insight into trading dynamics for use with clients.
- Develop research on public investors and the shareholder activism landscape.
- Maintain the group’s databases.
- Act as the day-to-day point of contact with clients on live situations.
- Coordinate with external parties on live situations, including lawyers and proxy solicitors.
Benefits
- Discretionary bonuses, depending on position and other factors.
- Restricted Stock Units (RSUs), depending on position and other factors.
- Paid time off.
- Other benefits, subject to applicable eligibility criteria and Firm policies.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
