Investor Relations Analyst

The firm seeks a highly motivated individual with a keen interest in corporate governance, shareholder activism, and corporate transactions and can demonstrate a willingness to conduct deep research and produce exceptionally detailed and accurate reports. Candidates must have strong communication skills and be able to convey shareholder information easily, both verbally and in written format, to senior-level management and clients. They must also demonstrate excellent organizational skills, attention to detail, and the ability to prioritize and manage a number of simultaneous projects.

About the role

On an ongoing basis, compile reports of an issuer’s top shareholders using several different sources and SEC filings. Throughout the year, edit all client shareholder files as requested by Proxy Directors and clients on a case-by-case basis. Conduct research, produce reports, and summarize shareholder voting patterns and policy findings. Tailor all top shareholder reports for each client to suit the nature of specific client requests. Draft and coordinate non-deal roadshow meetings. Research across multiple data sources and incorporate relevant data into new and historical databases and spreadsheets. Maintain accurate and up-to-date client shareholder files. Create investor profiles and research investor contacts. Assist in scheduling investor roadshows. Perform ad hoc research as requested.

Responsibilities

• Compile reports of an issuer’s top shareholders using several different sources and SEC filings.
• Edit all client shareholder files as requested by Proxy Directors and clients on a case-by-case basis.
• Conduct research, produce reports, and summarize shareholder voting patterns and policy findings.
• Tailor all top shareholder reports for each client to suit the nature of specific client requests.
• Draft and coordinate non-deal roadshow meetings.
• Research across multiple data sources and incorporate relevant data into new and historical databases and spreadsheets.
• Maintain accurate and up-to-date client shareholder files.
• Create investor profiles and research investor contacts.
• Aid in scheduling investor roadshows.
• Perform ad hoc research as requested.

Requirements

• Bachelor’s degree or equivalent in Finance, Economics, Statistics, or a related field.
• At least 2 years of financial industry experience, preferably in a research/analytical position.
• Excellent written and verbal communication skills.
• Exceptional attention to detail.
• Advanced-level MS Office skills, including PowerPoint and Excel.
• Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists, and follow up with all internal and external requests.
• Solid understanding of the stock market (knowledge of corporate governance issues and influencers is a plus.).
• Ability to research across multiple databases, historical and current.
• Ability to simultaneously manage multiple projects from multiple sources with a keen sense of prioritization.
• Must live a commutable distance to NYC.
• U.S. employment authorization without current or future need for sponsorship.

Preferred Experience

• Experience working with financial data from sources such as Bloomberg and FactSet.
• Prior experience in data collection, research, and optimization by providing insights into continuous process improvements.
• Prior client-facing experience.
• Comfortable working directly with senior management.
• Flexible, safe options for remote and on-site work.

Benefits

• 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.
• Participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan.

Pay

Base Salary Range: $90,000-130,000

Schedule

This hybrid position will require on-site presence, in-person training, and regular collaboration with other team members. In addition, employees may be asked to attend client meetings, in-person team-building exercises, and firm gatherings.

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.