Investor Relations Analyst

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 – 2025, for eighth consecutive year 13D Monitor Qualitative League Table: Most Respected Proxy Solicitor – 2025 LSEG Activism League Global Rankings: #1 Proxy Solicitor – 2025 Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more – 2024 Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations – 2017-2023 Why Join Us If you’re insightful, savvy, creative, dedicated, skillful and frank, you’ll thrive on our team of dedicated and collegial professionals. You’ll play a critical role in prominent corporate and financial events, from complex mergers to ESG-fueled activist campaigns to contested situations. You’ll support and guide our clients through all aspects of successful shareholder engagements. Every day, you’ll master new challenges with diverse opportunities for continuous learning. When you join Innisfree M&A, you’ll have: Shared commitment to excellence Highly competitive compensation Mentorship and support Variety in your workday Chance to make a direct impact 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 and 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 On an ongoing basis, compile reports of an issuer’s top shareholders using several different sources and SEC filings. Throughout the year, edit all client shareholder files as requested by Proxy Directors and clients on a case-by-case basis. Conduct research, produce reports, and summarize shareholder voting patterns and policy findings. Tailor all top shareholder reports for each client to suit the nature of specific client requests. Draft and coordinate non-deal roadshow meetings. Research across multiple data sources and incorporate relevant data into new and historical databases and spreadsheets. Maintain accurate and up-to-date client shareholder files. Create investor profiles and research investor contacts. Perform ad hoc research as requested. 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 PowerPoint and Excel 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 multiple 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 by providing insights 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. #J-18808-Ljbffr