Investor Engagement Analyst

This position is based in New York, NY About Us Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice and proxy solicitation services to the world’s leading corporations and investors *when it matters most*. Our proprietary ActiveIQ™ methodology sets us apart from traditional proxy solicitation and stockwatch firms, going far beyond simply tracking activity in a company’s stock to providing critical information, best-in-class analytics and actionable recommendations to our clients. We provide expert advice on a wide range of matters, including investor relations, shareholder activism, executive compensation proposals, and corporate governance issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts. Rankings: - *Bloomberg Activism Scorecard: Top Global Proxy Solicitation Firm by Company Representations – 2024, for seventh consecutive year* - *Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more – 2024* - *13D Monitor Qualitative League Table: Most Respected Proxy Solicitor – 2024* - *LSEG Activism League Global Rankings: #1 Proxy Solicitor – 2023 for third consecutive year* - *Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations – 2017-2023* Why Join Us If you are insightful, savvy, creative, dedicated, skillful and frank, you will thrive on our team of dedicated and collegial professionals. You will play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. You will support and guide our clients through all aspects of successful shareholder engagements. Every day, you will master new challenges with diverse opportunities for continuous learning. When you join Innisfree M&A, you will have: - Shared commitment to excellence - 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 and 401(k) plan with profit-sharing Investor Engagement Analyst Overview The firm seeks a highly motivated individual with a keen interest in corporate governance, shareholder activism, and corporate transactions, who can demonstrate a willingness to conduct deep research and produce exceptionally detailed and accurate reports. Candidates must have strong communication skills and be able to convey shareholder information easily, both verbally and in written format, to senior-level management and clients. They must also demonstrate excellent organizational skills, attention to detail, and the ability to prioritize and manage a number of simultaneous projects. Accountabilities - Research and report on top shareholders’ ownership of public companies. - Conduct research and produce reports summarizing shareholder voting patterns and policy findings. - Craft and orchestrate investor roadshows for high-stakes corporate situations. - Create investor profiles and research investor contacts. - Provide research findings to C-Suite executives in written and video call formats. - Update databases with relevant new findings. Requirements - Bachelor’s degree or equivalent in Finance, Economics, Statistics, or a related field. - Applicants should have at least 2 years of financial industry experience, preferably in a research/ analytical position. - Excellent written and verbal communication skills. - Exceptional attention to detail. - Advanced-level MS Office skills, including Excel and PowerPoint. - 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 unde…