Analyst, Shareholder Advisory

Kingsdale Advisors; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading advisory firm in Toronto is seeking a dedicated individual for a full-time role in providing comprehensive research and reporting support. The position involves engaging in high-profile shareholder meetings and requires strong analytical skills, attention to detail, and proficiency in Microsoft Office. Ideal candidates will have a background in Business Administration and 1-2 years of relevant experience.

Qualifications

• 1-2 years of experience in data analysis or similar role.
• Strong attention to detail and focus on deadlines.
• Flexibility in working hours, including overtime.

Responsibilities

• Deliver advisory services and analysis using databases and reports.
• Maintain and organize client materials in filing system.
• Prepare and review documentation like public filings.

Skills

Reporting skills

Analytical abilities

Problem-solving

Communication skills

Presentation skills

Education

University or College education in Business Administration

Tools

Microsoft Office Suite

Advanced PowerPoint

Job description

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About Kingsdale Advisors:

With offices in Toronto, Calgary, and New York, Kingsdale Advisors is the foremost shareholder services and advisory firm, renowned for its pivotal role in major proxy fights and transactions across North America since 2003. Public companies rely on Kingsdale Advisors' expertise to engage shareholders effectively and ensure the success of critical transactions and resolutions. Our multidisciplinary team offers specialized services in strategic and defensive advisory, governance advisory, proxy analytics, strategic communications, and voting analytics.

Your Role and How You Will Contribute:

Based in downtown Toronto and reporting to the Vice President of Shareholder Advisory, you will play a crucial role in providing comprehensive research, reporting, and administrative support. Your primary responsibility will be delivering advisory services and analysis using databases, electronic spreadsheets, presentations, and detailed reports for public companies in Canada and the United States. This position offers an opportunity to engage in North America’s highest-profile shareholder meetings, M&A activities, activist engagements, and proxy contests. This is a full-time, in-office position based in our downtown Toronto office.

Key Duties and Responsibilities:

• Engage across multiple Kingsdale business lines, including Proxy Solicitation, Strategic & Defense Advisory, Shareholder Identification, Governance Advisory, and Voting Analytics.
• Maintain and organize pertinent client materials in the in-house filing system (electronic/hard copy).
• Assist in preparing and reviewing documentation such as public filings, press releases, and proxy materials.
• Aggregate market intelligence by monitoring shareholder positions and trading activities.
• Contribute to vulnerability analyses for contested situations and transactions.
• Prepare and interpret proxy voting reports for public issuer annual and special shareholder meetings.
• Reconcile vote discrepancies through data collection and analysis.
• Serve as a liaison between intermediaries, transfer agents, and custodians, ensuring confidentiality and discretion.
• Represent Kingsdale Advisors at client/shareholder/corporate meetings or events.

Qualifications:

• Strong reporting skills with attention to detail and a focus on deadlines and client confidentiality.
• Experienced team player with exceptional analytical and problem-solving abilities.
• Ability to prioritize tasks and manage multiple deadlines in a dynamic, fast-paced environment.
• Commitment to delivering high-quality work and resolving client issues professionally.
• Reliable, responsible, and motivated individual with excellent communication and presentation skills.
• Flexibility in working hours, including the ability to work overtime when required.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, etc.) and advanced PowerPoint skills.

Education:

• University or College education in Business Administration or related discipline.
• 1-2 years of experience in data analysis or similar role.

Equity Statement:

Kingsdale Advisors is a staunch advocate for diversity in all its forms, and especially welcomes applications from members of the BIPOC (Black, Indigenous, and People of Colour) community, women, people with disabilities, the LGBTQ+ community, and those of diverse intersectional identities. Accommodations are available on request for candidates taking part in all aspects of the selection process as well as part of employment with Kingsdale Advisors. In accordance with the AODA Act, for applicants with disabilities, accommodation will be provided throughout the search process.