Analyst, Shareholder Advisory Group
About The Position
Kingsdale Advisors is the leading shareholder services and advisory firm, with offices in Toronto and New York. Since 2003, public companies across North America have relied on Kingsdale Advisors for expertise in reaching shareholders and ensuring the success of transactions or resolutions driven by shareholder votes. The firm's multidisciplinary team offers specialized services in strategic and defensive advisory, governance advisory and proxy analytics, strategic communications, and voting analytics. Based in Toronto, the Analyst will report to the Vice President, Strategic Advisory and Analytics. This role involves a full range of research, reporting, and administrative support. The primary responsibility is to provide clients with advisory services and analysis using 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 high-profile North American shareholder meetings, M&A, activist engagements, and proxy contests.
Requirements
- Reporting Skills, Attention to Detail, Deadline-Oriented, Client Confidentiality, Time Management, Dependability, Data Entry Management.
- Experienced team player with strong analytical and problem-solving skills.
- Ability to prioritize and multi-task, meet deadlines in a dynamic, fast paced environment.
- Commitment to the quality of deliverables with the ability to resolve client issues before escalation in a professional manner.
- Reliable, responsible and motivated individual with excellent communication and presentation skills.
- Flexibility in hours, ability to work overtime if necessary.
- Demonstrated knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.).
- Demonstrated knowledge of refined power point skills.
- University or College education in Business Administration or related discipline.
- 1-2 years of experience in data analysis or similar role.
Nice To Haves
- CFA Level 1 exam completion is an asset.
Responsibilities
- Participate in multiple Kingsdale business lines including Proxy Solicitation, Strategic & Defense Advisory, Shareholder Identification, Governance Advisory and Voting Analytics.
- 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.
- Aggregate and compile market intelligence monitor shareholder positions and trading activities.
- Contribute to vulnerability analyses for contested situations and transactions.
- Prepare and interpret proxy voting reports for numerous public issuer annual and special shareholder meetings.
- 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.
- Attend Client/ Shareholder/ Corporate meetings or events as a Kingsdale representative.
Benefits
- Accommodations are available on request for candidates taking part in all aspects of the selection process as well as part of employment with Kingsdale Advisors.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
