Senior Director, Shareholder Activism & Contested M&A Strategy

CFA Institute; New York (NY); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings plan

Paid time off

Flexible spending accounts

Job summary

Alvarez & Marsal (A&M) seeks a Senior Director in New York to lead engagements with CEOs and boards on capital markets challenges and investor strategies. You will strengthen equity value, prepare for activist scenarios, and collaborate with clients’ advisors to protect shareholder value.

You will also leverage deep market experience to guide governance, strategy, and capital allocation across complex transactions, M&A, and investor relations initiatives.

Qualifications

• 10+ years of professional experience in institutional investing, equity research, investment banking, corporate strategy, or capital markets advisory.
• 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

Responsibilities

• Lead engagements with C-suite executives and boards to address capital markets challenges
• Develop investor-focused strategies to strengthen equity value and defend shareholder activism
• Advise on governance, compensation, and board practices from an investor perspective
• Support development of capital allocation frameworks and strategic plans across client portfolios

Skills

Capital markets expertise

Investor perspective

Strategic thinking

Financial modeling

Communication skills

Ability to work under pressure

Travel flexibility

Team collaboration

Tools

Excel

PowerPoint

FactSet

Bloomberg

CapIQ

Job description

Alvarez & Marsal (A&M) seeks a Senior Director in New York to lead engagements with CEOs and boards on capital markets challenges and investor strategies. You will strengthen equity value, prepare for activist scenarios, and collaborate with clients’ advisors to protect shareholder value.

You will also leverage deep market experience to guide governance, strategy, and capital allocation across complex transactions, M&A, and investor relations initiatives.