Investor Engagement Analyst

Job Description

Job Description

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 understanding of the stock market (knowledge of corporate governance issues and influencers is a plus).
• Ability to research across multiple databases, historical and current.
• Ability to simultaneously manage multiple projects from various sources with a keen sense of prioritization.
• Must live a commutable distance to NYC.
• U.S. employment authorization without current or future need for sponsorship.

Preferred Experience

• Experience working with financial data from sources such as Bloomberg and FactSet.
• Prior experience in data collection, research, and optimization, with an ability to provide insight into continuous process improvements.
• Prior client-facing experience.
• Comfortable working directly with senior management.

Flexible, safe options for remote and on-site work

At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues.

While most work is done remotely, this hybrid position will require on-site presence, in-person training, and regular collaboration with other team members. In addition, employees may be asked to attend client meetings, in-person team-building exercises and firm gatherings.

Compensation:

A base salary will be offered commensurate with a candidate’s prior experience and qualifications. Candidate will be eligible for the firm’s annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary Range: $90,000-130,000.

Equal Employment Opportunity/Commitment to Diversity

Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Innisfree values inclusion of individuals of all different races, genders, gender expression, gender identities, sexual orientations, ages, and physical capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imagination—and ultimately excellence—to the benefit of our employees, society and clients.