Analyst

About the role

As an Analyst, you will work closely with experienced professionals and subject-matter experts to support proxy solicitation in a variety of scenarios from annual meetings to activism defense. You’ll gain hands-on exposure to voting analysis, shareholder engagement, and governance advisory work, along with regular feedback to support your professional development. While seated in the Proxy team, you will also have the opportunity to observe and participate in the services provided by other parts of the Shareholder Advisory business.

Responsibilities

• Maintaining and analyzing shareholder and market data
• Conducting research and managing databases to support client engagements
• Coordinating with brokers and banks on behalf of clients
• Communicating with institutional and retail shareholders regarding proxy matters
• Soliciting and tracking shareholder votes
• Designing and preparing client reports, updates, and meeting materials
• Responding to inbound shareholder inquiries related to proxy solicitations

Requirements

• Bachelor’s degree required; a focus on Business, Finance, Economics, or a related field is preferred
• Prefer professional or internship experience in a professional services environment, such as financial services, consulting, advisory, or banking
• Ability to clean and work with market data to provide solutions to stakeholders, in collaboration with senior members of the team
• Clear, professional written and verbal communication skills
• Strong attention to detail and problem‑solving ability
• Ability to work independently while collaborating effectively as part of a team
• Demonstrated customer service mindset and professionalism

Skills

• Proficiency in Microsoft Excel
• Proficiency in Microsoft PowerPoint