Senior Director, Shareholder Activism and Contested M&A

Alvarez & Marsal; New York (NY); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

401(k) retirement plan

Healthcare plans

Job summary

Alvarez & Marsal in New York seeks a Senior Director to lead engagements with C-suite executives and boards on capital markets strategy. You will bring investor perspective to high-stakes situations, strengthen shareholder conviction, and defend against activist pressures while guiding clients through M&A and capital allocation decisions.

You will build and manage client relationships, develop junior talent, and advance the practice with strategic insights and market-facing recommendations.

Qualifications

• 10+ years of professional experience in institutional investing, equity research, investment banking, corporate strategy, or capital markets advisory with credibility in how capital markets participants evaluate and value companies
• Demonstrated expertise in equity analysis, valuation, and investor dynamics
• Track record of credible engagement with C-suite executives and boards on capital markets strategy
• Prior experience in shareholder activism, proxy contests, or contested M&A situations
• Strong financial modeling and analytical skills; proficiency with Excel, PowerPoint, and financial databases (FactSet, Bloomberg, CapIQ)
• Excellent written and verbal communication; ability to distill complex analyses into clear, persuasive narratives
• Ability to work effectively in ambiguous, high-pressure situations and manage competing client priorities
• Collaborative mindset with strong interpersonal skills; build trust across diverse stakeholders
• Willingness to be hands-on and contribute directly to client work and analysis
• Flexibility to travel for client needs

Responsibilities

• Lead engagements with C-suite executives and boards on capital markets strategy
• Assess shareholder activism risk and develop defense strategies
• Advise on board composition, governance practices, and executive compensation through an investor lens
• Conduct equity analysis and investor perception studies
• Prepare management for investor days, M&A, and multi-year strategic plans
• Advise on capital allocation frameworks across buybacks, dividends, M&A, and reinvestment

Skills

Investor relations

Financial modeling

Analytical skills

Written & verbal communication

C-suite engagement

Strategic thinking

Travel flexibility

Calm under pressure

Collaboration

Hands-on approach

Education

CFA designation

Tools

Excel

PowerPoint

FactSet

Bloomberg

CapIQ

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Description

Our practice brings together capital markets expertise, operational excellence, and investor perspective to help public company management teams and boards enhance and protect shareholder value. We work across industries and in collaboration with other A&M practices to help companies strengthen their equity story, prepare for and navigate shareholder activism, defend contested M&A situations, and optimize capital allocation strategies. We combine deep capital markets experience with A&M's best‑in‑class operational and industry expertise. Together, we diagnose valuation gaps, identify activism vulnerabilities, and develop actionable strategies that drive improved shareholder sentiment and long‑term value creation.

The Team

• At A&M you will have the opportunity to work with a diverse team of supportive and motivated professionals that love to share their knowledge and depth of industry experience with others. We work with practices and professionals from a wide range of backgrounds across A&M.
• We have an inclusive developmental environment where everyone has the opportunity to learn and grow. Our culture is characterized by openness and entrepreneurial thinking, with a foundation of mutual respect and high‑quality standards for our work.
• We strive to remove bureaucracy in favor of recognizing our team through advancement opportunities and a motivating performance‑based reward structure.

How You Will Contribute

As a Senior Director you will lead engagements with C‑suite executives and boards to address their most pressing capital markets challenges. You will bring credible investor perspective to high‑stakes situations: from strengthening investor conviction around an undervalued equity story, to building preparedness and defense strategies when confronted with shareholder activism, to arming companies that are defending contested M&A situations. Working alongside clients' other advisors you will serve as a strategist focused on protecting and enhancing equity value through investor engagement and market‑facing strategy. You will have the opportunity to continue building the practice, be client facings, develop junior talent, and advance within A&M.

Key Areas of Focus

Shareholder Activism

• Assess shareholder activism risk and develop comprehensive preparedness strategies, identifying vulnerabilities across financial performance, governance, and capital allocation before activists become interested
• Build and execute defense strategies in live activism situations, advising boards and management on investor engagement tactics, shareholder outreach sequencing, and settlement scenario modeling
• Advise on board composition, governance practices, and executive compensation through an investor lens

Equity Strategy

• Conduct equity analysis and investor perception studies to diagnose why the market values a company relative to its fundamentals and peers
• Prepare management teams and boards for high‑visibility corporate events, including investor days, M&A, and launching multi‑year strategic plans
• Advise on and build capital allocation frameworks that optimize value, modeling trade‑offs across buybacks, dividends, M&A, and reinvestment

Qualifications

• Equity research at a leading investment bank, independent research firm
• Institutional asset management, long‑only investing
• Equity capital markets, corporate strategy, or investor relations at a major corporation

You understand investor behavior, valuation dynamics, and capital markets mechanics from direct experience.

• 10+ years of professional experience in institutional investing, equity research, investment banking, corporate strategy, or capital markets advisory with demonstrated credibility in how capital markets participants evaluate and value companies
• Demonstrated expertise in equity analysis, valuation, and investor dynamics
• Track record of credible engagement with C‑suite executives and boards on capital markets strategy
• Prior experience in shareholder activism, proxy contests, or contested M&A situations
• Strong financial modeling and analytical skills; proficiency with Excel, PowerPoint, and financial databases (FactSet, Bloomberg, CapIQ)
• Excellent written and verbal communication skills; ability to distill complex analyses into clear, persuasive narratives
• Ability to work effectively in ambiguous, high‑pressure situations and manage competing client priorities
• Collaborative mindset with strong interpersonal skills; ability to build trust quickly across diverse stakeholder groups
• Willingness to be hands‑on and contribute directly to client work and analysis
• Flexibility to support client needs, including travel and non‑standard work schedules

Desirable Qualifications

• CFA designation
• Background in private equity or corporate finance
• Industry or sector‑specific expertise in capital‑intensive or high‑scrutiny sectors

Your Journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career. We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in A&M’s fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from A&M. Additionally, employees are eligible for paid time off including vacation, personal days, seventy‑two (72) hours of sick time (prorated for part‑time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Clickherefor more information regarding A&M’s benefits programs.

The salary range is $175,000-250,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.