Investor Engagement Researcher
About The Position
Innisfree M&A Incorporated is a premier high-stakes shareholder engagement firm that provides shareholder intelligence, strategic advice, and proxy solicitation services to leading corporations and investors. Their proprietary ActiveIQ™ methodology offers critical information, analytics, and recommendations beyond traditional proxy solicitation and stockwatch services. They advise on investor relations, shareholder activism, executive compensation, and corporate governance. The firm has a strong track record in major corporate campaigns and is recognized as a top global proxy solicitation firm by various industry rankings.
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 on an ongoing basis.
- Help maintain and update client shareholder files at the direction of Investor Engagement team members throughout the year.
- 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.
Benefits
- 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
- 401(k) plan with profit-sharing
- Annual merit-based bonus program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
