Stock Surveillance Analytical Researcher

Innisfree M&A Incorporated; New York (NY); Hybrid; USD 95,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Employer-paid insurance

401(k) plan with profit-sharing

Generous time off

Paid parental leave

Job summary

Innisfree M&A Incorporated in New York, NY is seeking an Analytical Researcher to join our stock surveillance team and deliver high-impact market insights.

Work with senior analysts to analyze equity markets and stock ownership data, generate research updates and client presentations, and support investor relations initiatives. A finance degree and 1 year experience are preferred, with strong data skills and MS Office proficiency.

Qualifications

• Bachelor’s degree or equivalent in Finance, Economics, Statistics or related field.
• Minimum of 1 year relative work experience.
• Understanding of the stock market, financial instruments and the investment process.
• Ability to analyze large, complex and dynamic data sets; strong written and oral business communications skills.

Responsibilities

• Import client shareholder and settlement data.
• Analyze investor buying and selling activity to support client investor relations initiatives.
• Analyze settlement activity to derive institutional buyers and sellers of shares.
• Generate research updates, analytical reports and client presentations.

Skills

Stock market understanding

Data analysis

MS Office proficiency

Time management

Communication

Team collaboration

Self-direction

Multi-project management

Analytical thinking

Financial data literacy

Education

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

Tools

Tableau

VBA

SQL

Python

Job description

STOCK SURVEILLANCE ANALYTICAL RESEARCHER

This position will preferably be based in New York, NY

About Us

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

Analytical Researcher Overview

As Analytical Researcher, you'll work closely with senior Stock Market Analysts to analyze equity markets and client companies’ stock market trading /stock ownership data. You'll support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity. Your advanced data analysis and programming skills will enable you to contribute to insights used by C-Suite executives to make actionable decisions.

Requirements

• Bachelor’s degree or equivalent in Finance, Economics, Statistics or related field
• Minimum of 1 year relative work experience
• Understanding of the stock market, financial instruments and the investment process
• Understanding of stock valuation methods
• Ability to analyze large, complex and dynamic data sets
• Strong organizational and time management skills
• Self-direction and initiative
• Ability to manage multiple projects and multiple project team requests
• 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

• Experience using platforms/languages such as Tableau, VBA, SQL or Python
• Related internship, industry or academic experience
• Experience working with financial data from sources such as Bloomberg and FactSet
• CFA charter or enrollment in CFA program
• Familiarity with option trading
• Technical analysis

Accountabilities

• Import client shareholder and settlement data
• Analyze investor buying and selling activity to support client investor relations initiatives
• Analyze settlement activity to derive institutional buyers and sellers of shares
• Generate research updates, analytical reports and client presentations

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 and qualifications. 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: $95,000-110,000.

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.