2026 Financial Advisory Full-Time Analyst – New York Shareholder Advisory & Activism Defense

Lazard • New York, NY

50d • Onsite

About The Position

This role is for a Full-Time Analyst on the Shareholder Advisory and Activism Defense Team at Lazard. The analyst will work in small, collaborative teams advising public company boards and C-Suite executives on complex topics such as analyzing shareholder bases, assessing investor reactions to strategic actions, and applying analytical lenses to shareholder activism and corporate governance. The position emphasizes quantitative analysis and the use of data analytics and AI tools. Lazard is a global financial advisory and asset management firm with a collaborative community of over 3,000 professionals, known for its entrepreneurial culture and focus on individual differences. The financial advisory business advises clients worldwide on mergers and acquisitions, restructurings, capital structure, and capital raising, with a strong emphasis on trust and discretion.

Requirements

• Current enrollment at a US university with an expected graduation date of June 2026.
• Excellent academic credentials; Minimum 3.7 GPA.
• Interest in shareholder activism, corporate governance and/or public equity market ecosystem.
• Strong quantitative and analytical skills and proficiency in data management.
• Strong interpersonal skills and desire to work across interdisciplinary teams.
• Confident and skilled communicator in both written and verbal format.
• Demonstrated track record of success in an intellectually demanding, fast paced environment.
• Excellent time management skills and ability to work on multiple high priority projects simultaneously.
• Highly motivated self-starter with intellectual curiosity and ability to think creatively on bespoke projects.

Responsibilities

• Develop and maintain quantitative models and proprietary analytical frameworks to support client advisory work.
• Analyze and synthesize data from shareholder base, shareholder activism and equity markets databases.
• Leverage AI-enabled research and analytics platforms to automate workflows and facilitate analysis.
• Support advice regarding activism and hostile takeover defense and strategic M&A with shareholder analytics and shareholder engagement advice.
• Track and evaluate trends in equity ownership, shareholder activism and corporate governance.
• Contribute to thought leadership efforts and participate in internal marketing initiatives.
• Take a leadership role in publishing topical memos for internal and external client use.

Benefits

• Intensive four-week training program concentrating on corporate finance and accounting, taught in New York by outside professors and Lazard bankers.
• Comprehensive, competitive benefits aimed at enhancing total health and well-being.
• Highly individualized employee experience that enables balancing commitments to career, family, and community.
• Investment in the development of your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed