REMOTE Investor 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. 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

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. When you join Innisfree M&A, you’ll have:

Mentorship and support

Variety in your workday

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
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.

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.

Draft and coordinate non-deal roadshow meetings.

Research across multiple data sources and incorporate relevant data into new and historical databases and spreadsheets.

Create investor profiles and research investor contacts.

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.

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.

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.

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.

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. 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.

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