Senior Director Shareholder Strategy & Activism Defense

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

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.