Investor Engagement Researcher

Innisfree•New York, NY

10d•$90,000 - $100,000•Hybrid

About The Position

Innisfree M&A Incorporated is a premier high-stakes shareholder engagement firm that delivers shareholder intelligence, strategic advice, and proxy solicitation services to leading corporations and investors. They utilize a proprietary ActiveIQ™ methodology, which goes beyond traditional proxy solicitation and stockwatch services to provide critical information, analytics, and actionable recommendations. The firm offers expert advice on investor relations, shareholder activism, executive compensation, and corporate governance. Innisfree M&A has a strong track record in major corporate campaigns and is recognized as a crisis-proven expert, consistently ranking among the top global proxy solicitation firms.

Requirements

Bachelor’s degree or equivalent in Finance, Economics, Statistics, or a related field.
Minimum of one year of financial industry, research, or analytical experience. Relevant internship experience, academic research, or project-based experience may also be considered.
Excellent written and verbal communication skills.
Advanced MS Office skills including Word, PowerPoint, and exceptional Excel skills, with the ability to work confidently with large datasets, formulas, sorting, and filtering.
Meticulous attention to detail.
Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists, and follow up with all internal and external requests.
Solid understanding of the stock market.
Ability to research across multiple databases, historical and current.
Ability to simultaneously manage multiple projects from multiple sources with a keen sense of prioritization.
Ability to perform effectively with minimal supervision in a highly autonomous work environment.
Must live a commutable distance to NYC.
U.S. employment authorization without current or future need for sponsorship.

Nice To Haves

Knowledge of corporate governance issues and influencers is a plus.

Responsibilities

Assist in compiling reports of an issuer’s top shareholders using multiple sources.
Maintain and update client shareholder files at the direction of Investor Engagement team members.
Conduct research and assist in producing summary reports regarding shareholder voting policies and patterns.
Research specific issues across multiple data sources and incorporate relevant data into new and historical databases and spreadsheets.
Create investor profiles and research investor contacts.
Assist in scheduling investor roadshows.