Senior Director, Shareholder Activism & M&A Strategy

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

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Discretionary bonus

Job summary

Alvarez & Marsal is seeking a Senior Director who will lead engagements with C-suite executives and boards on capital markets strategy and investor engagement. You will drive credible investor perspectives, defend equity stories during activist scenarios, and shape capital allocation discussions at the highest level.

You will leverage deep capital markets expertise to deliver actionable guidance, develop strategic plans, and mentor junior staff, while collaborating across practice areas to

Qualifications

• 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
• Expertise in equity analysis, valuation, and investor dynamics
• Proven track record of engaging with C-suite executives and boards on capital markets strategy
• Experience with shareholder activism, proxy contests, or contested M&A
• 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 narratives

Responsibilities

• Lead engagements with C-suite executives and boards to address capital markets challenges
• Provide investor perspective to strengthen equity story and market-facing strategy
• Develop and present equity strategy, valuation models, and capital allocation frameworks
• Collaborate with clients' advisors to defend or advance positions during activist events

Skills

Capital markets expertise

Investor dynamics

C-suite engagement

Strategic thinking

Communication skills

Education

Bachelor's degree in finance or related field

Tools

Excel

PowerPoint

FactSet

Bloomberg

CapIQ

Job description

Alvarez & Marsal is seeking a Senior Director who will lead engagements with C-suite executives and boards on capital markets strategy and investor engagement. You will drive credible investor perspectives, defend equity stories during activist scenarios, and shape capital allocation discussions at the highest level.

You will leverage deep capital markets expertise to deliver actionable guidance, develop strategic plans, and mentor junior staff, while collaborating across practice areas to