Shareholder Analyst

Notified; Greater London; Hybrid; GBP 42,000 - 62,000; Full time

Benefits offered by this job

flexible work options

wellness benefits

competitive pay

Job summary

Notified, formed through EQ, seeks a Shareholder Analyst to deliver accurate share register analysis supporting investor relations and shareholder engagement strategies. You will work with Analytics Client Managers and internal stakeholders to provide high‑quality analytical support, helping clients understand ownership trends and market activity, and to produce reports and insights.

This hybrid London role (Moor Place) combines office and remote work.

Qualifications

• A minimum of 6 months' experience working in the finance sector.
• Experience as a Shareholder Analyst or in a similar analytical role is desirable.
• Educated to degree level or equivalent.
• Strong financial and capital market knowledge.
• Highly numerate.
• Ability to work under pressure & to deadlines.

Responsibilities

• Analyse the client's share registers in terms of beneficial and institutional ownership at a frequency agreed with the client
• Conduct weekly monitoring of significant movements on client share registers, issuing Section 793 notices and alerting clients to unusual activity as required.
• Issue where relevant Companies Act ("CA") section 793 notices on behalf of client directly or via the Analytics Administration Team
• Co-ordinate with clients the reporting dates and make all the necessary arrangements, internally and externally to facilitate an efficient delivery; including co-ordinating with Analytics Administration team, company registrars and updating client manager reporting schedules.
• Provide, where requested, peer company institutional ownership data for clients
• Ensure that client data is kept up to date on all systems within RD:IR
• Ensure quality control of analysed data by checking movements using approved checking procedures.
• Augment the database by identifying and entering data as appropriate
• Supporting the Client Managers with client liaison
• Ensure to keep up to date with important industry news /regulation changes
• Ensure that the Client Manager remains aware of any potential problems arising amongst clients at the earliest opportunity
• Assist in training and supervising of junior team members
• Attend client training sessions and review meetings with the Client Manager
• Assist in preparing client reports
• Make recommendations and participate in the planning and improvement of the overall Analytics team

Skills

Finance knowledge

Numerate

Work under pressure

Analytical thinking

Education

Bachelor's degree or equivalent

Job description

We are EQ, a fintech that connects the future of capital, communications, and governance - building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations globally. EQ's mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. With the integration of Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions.

Summary:

As a Shareholder Analyst, you will be responsible for delivering accurate and insightful share register analysis to support clients' investor relations and shareholder engagement strategies. Working closely with Analytics Client Managers and other internal stakeholders, you will provide high-quality analytical support, helping clients better understand their shareholder base, ownership trends, and market activity. You will play a key role in ensuring exceptional client service through the timely production of reports, analysis, and actionable insights, while contributing to the overall success and growth of the Analytics team.

Location:

This is a hybrid role based out of our London (Moor Place) office, with a combination of office-based and remote working.

What Part You Will Play in Our Growth

• Analyse the client's share registers in terms of beneficial and institutional ownership at a frequency agreed with the client
• Conduct weekly monitoring of significant movements on client share registers, issuing Section 793 notices and alerting clients to unusual activity as required.
• Issue where relevant Companies Act ("CA") section 793 notices on behalf of client directly or via the Analytics Administration Team
• Co-ordinate with clients the reporting dates and make all the necessary arrangements, internally and externally to facilitate an efficient delivery; including co-ordinating with Analytics Administration team, company registrars and updating client manager reporting schedules.
• Provide, where requested, peer company institutional ownership data for clients
• Ensure that client data is kept up to date on all systems within RD:IR
• Ensure quality control of analysed data by checking movements using approved checking procedures.
• Augment the database by identifying and entering data as appropriate
• Supporting the Client Managers with client liaison
• Ensure to keep up to date with important industry news /regulation changes
• Ensure that the Client Manager remains aware of any potential problems arising amongst clients at the earliest opportunity
• Assist in training and supervising of junior team members
• Attend client training sessions and review meetings with the Client Manager
• Assist in preparing client reports
• Make recommendations and participate in the planning and improvement of the overall Analytics team

Required Knowledge and Skills

• A minimum of 6 months' experience working in the finance sector
• Experience as a Shareholder Analyst or in a similar analytical role is desirable
• Educated to degree level or equivalent
• Strong financial and capital market knowledge
• Highly numerate
• Ability to work under pressure & to deadlines

Why You Will Love Working Here

Through hands‑on experience, real‑world projects, and access to industry‑leading tools, you'll have what you need to build a meaningful career. You'll join a diverse, global team united by innovation, collaboration, and a shared passion for what we do. With flexible work options, competitive pay, wellness benefits, and a people‑first culture, we support your success - both at work and beyond.

• flexible work options
• competitive pay
• wellness benefits

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks