Shareholder Advisory Specialist

Responsibilities

• Analyze client shareholder bases to identify concentrations of activist-friendly institutional investors and flag accumulation patterns
• Score client governance profiles against ISS and Glass Lewis policy frameworks to identify potential "against" vote recommendations ahead of proxy season
• Model total shareholder return (TSR) underperformance relative to peers and construct the narrative an activist could use against a client
• Evaluate financial, strategic, and governance vulnerabilities to prepare corporate clients for potential activist shareholder engagement through corporate preparedness assignments
• Track Schedule 13D, 13G, and 13F filings via EDGAR to detect early-stage activist accumulation
• Maintain a watch list of known activists (including Elliott, Starboard, Third Point, and others) and flag entry into client industry verticals
• Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
• Monitor and stay current on relevant trends and regulatory developments in domestic and international shareholder engagement and governance best practices
• Support build vote outcome models for say-on-pay proposals, director elections, and shareholder proposals
• Benchmark executive compensation programs against ISS and Glass Lewis policy tests and identify areas of exposure
• Draft engagement talking points and materials for management and board roadshows ahead of annual meetings
• Create, maintain, and review complex materials and analyses relating to shareholder activism, corporate governance, and trading activity
• Work closely with group heads and partners to establish and refine ongoing processes and procedures for client service delivery
• Identify prospective clients with elevated activism vulnerability based on governance profile, shareholder composition, and TSR performance
• Produce sector sweep reports identifying governance weaknesses, concentrated activist ownership, or TSR underperformance across a given industry
• Brief partners on activism trends and developments to support client pitches and client alert publications

Qualifications

• Bachelor's degree required; a degree in Finance, Economics, Business Administration, or a related field preferred
• 3–5 years of experience in one or more of the following: Proxy advisory (ISS, Glass Lewis, or equivalent), Equity research or sell-side analysis with a governance or ESG focus, Activist hedge fund or activism defense advisory, In-house shareholder intelligence or investor relations at a public company
• Strong financial modeling skills, including peer benchmarking and TSR analysis
• Proficiency with SEC filings/EDGAR and financial data providers (Bloomberg, FactSet, S&P Global / Ipreo)
• Advanced proficiency in Microsoft Office, including Excel and PowerPoint
• Exceptional written and verbal communication skills — the ability to synthesize complex governance and financial data into clear, concise client-facing work product, and to clearly articulate that knowledge to both internal and external audiences
• Ability to work in a fast-paced environment, managing multiple projects across different deal teams; highly organized, detail-oriented, and proactive

Pay

The estimated base salary range for this position is $135,000 to $165,000 at the time of posting. The actual salary offered will depend on a variety of job-related factors, including skills, education, training, credentials, experience, scope and complexity of role responsibilities, geographic location, and performance.

Schedule

This role is exempt meaning it is not overtime pay eligible.

Benefits

Cleary provides a comprehensive benefits package, including health care benefits.