Senior Stock Surveillance Analyst
Computershare•New York, NY
•$125,000 - $145,000•Hybrid
About The Position
Computershare Investor Engagement, a division of Computershare Issuer Services, provides intelligence, technology, and advisory solutions to help clients identify and engage investors effectively. The team is expanding with a Senior Stock Surveillance Analyst role within the Investor Intelligence team, responsible for managing stock surveillance engagements and collaborating across regional and global Investor Engagement functions.
Requirements
- 5-10 years of experience in stock surveillance or shareholder identification roles
- Advanced knowledge of capital markets, shareholder activism, M&A, proxy advisory firms, and investor engagement.
- Proven ability to research, analyze, and interpret institutional investor ownership and trading activity using public and proprietary sources.
- Excellent verbal and written communication skills, with the ability to build and maintain strong client relationships.
- Experience working with large datasets and presenting insights in a clear, concise, and actionable manner.
- Strong research, analytical, and problem-solving skills with a resourceful approach to gathering investor intelligence.
- Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines in a fast-paced environment.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience collaborating with cross-functional teams and supporting clients across diverse industries and market capitalizations.
- Ability to contribute to business growth through client relationship management, cross-selling, and expansion of existing accounts.
Nice To Haves
- Bachelor's degree in Finance, Economics, Business, Accounting, or a related field, or equivalent relevant experience.
- Experience in stock surveillance, shareholder intelligence, proxy solicitation, investor relations, shareholder engagement, or capital markets research.
- Prior experience leading projects, mentoring team members, or coordinating client engagements is a plus.
Responsibilities
- Analyze stock trading activity, public filings, fund disclosures, and DTC settlement reports to identify shareholder movements and underlying investors.
- Monitor market developments, including shareholder activism, M&A activity, ESG trends, and broader stock market events.
- Deliver shareholder and market intelligence to clients through presentations, reports, and client calls.
- Support M&A and shareholder activism engagements through research, analysis, reporting, and business development activities.
- Identify and analyze institutional investor voting trends and outcomes for clients.
- Conduct research, data collection, analysis, and reporting to support stock surveillance engagements.
- Serve as a trusted resource for clients and internal stakeholders on investor intelligence matters.
- Prepare agendas and lead client calls, ensuring high-quality execution and communication.
- Collaborate with the Head of M&A and Activism on strategic projects and assigned initiatives.
- Ensure timely and accurate completion of investor vote identification and related deliverables.
Benefits
- Paid parental leave
- flexible working
- caring and inclusive culture
- Health and wellbeing rewards
- paid time off
- observed holidays
- medical, dental and vision plans
- 401k matching
- setting aside salary to purchase shares in our company
- tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
- short and long-term disability benefits
- life insurance
- supplemental life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
