Equity Analyst

Innisfree M&A Inc.; New York (NY); Hybrid; USD 115,000 - 150,000; Full time

Job summary

Innisfree M&A Inc. is seeking an Equity Analyst to provide in-depth analysis of equity markets and stock trading. This role involves creating detailed reports and communicating findings to executives, contributing to high-stakes shareholder engagements. The ideal candidate will possess strong analytical skills and a solid understanding of financial instruments.

Benefits

100% employer-paid medical/dental/disability/life insurance

Generous time off

Paid parental leave

401(k) plan with profit-sharing

Mentorship and support

Qualifications

• Minimum of three to seven years related experience.
• Solid understanding of stock valuation methods.
• Ability to analyze large, complex data sets.

Responsibilities

• Analyze equity markets and stock trading.
• Create in-depth client reports summarizing trade activity.
• Communicate analysis directly to C-Suite executives.

Skills

Analytical skills

Communication skills

Organizational skills

Time management

Data analysis

Education

Bachelor’s degree in Finance, Economics, Statistics or related field

Tools

Bloomberg

FactSet

MS Office (Excel, PowerPoint)

Job description

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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’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

Stock Market Analyst Overview

As Stock Market Analyst, you’ll analyze equity markets and client companies’ stock market trading to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. You’ll work within varied industry sectors and use your in-depth understanding of our clients’ industry and business prospects to deliver equity market and stock trading intelligence. You will communicate your analysis directly to C-Suite executives.

Requirements

• Bachelor’s degree or equivalent in Finance, Economics, Statistics or related field
• Preferred candidates will have a minimum of three to seven years related experience
• Solid understanding of the stock market, financial instruments, and the investment process
• Solid understanding of stock valuation methods
• Experience working with financial data from sources such as Bloomberg and FactSet
• Ability to analyze large, complex and dynamic data sets
• Ability to communicate financial data and generate actionable reports from internal/external data sources
• Facility in development of trusted advisor relationships with business leaders
• Strong organizational and time management skills
• Self-direction and initiative
• Strong written and oral business communications skills
• Ability to work as a collaborative team member
• Advanced-level MS Office skills, including PowerPoint and Excel
• U.S. employment authorization without current or future need for sponsorship

Other helpful background

• CFA charter or enrollment in CFA program
• Familiarity with option trading
• Technical analysis

Accountabilities

• Analyze investor buying and selling activity to support client investor relations initiatives
• Analyze settlement activity to derive institutional buyers and sellers of shares
• Monitor market developments, fluctuations in stock prices and industry news on behalf of corporate clients
• Offer objective, perceptive analysis of how client stock is evaluated and viewed as investment vehicle
• Create in-depth client reports summarizing trade activity and stock performance
• Directly communicate key findings and developments to client executives

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 the majority of work is done remotely, this is a hybrid position which will require on-site presence, in-person training, and collaboration with other team members on a regular basis. 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. 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: $115,000 - $150,000.

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Finance, and Research

• Industries

  Financial Services and Professional Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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