Stock Surveillance Analytical Researcher

Innisfree M&A Incorporated is a premier high-stakes shareholder engagement firm that provides shareholder intelligence and strategic advice to leading corporations and investors. The Stock Surveillance Analytical Researcher will analyze equity markets and stock ownership data to support the Stock Market Analyst team, contributing to insights that inform C-Suite executives' decisions.

Responsibilities

• Import client shareholder and settlement data
• Summarize market developments
• 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

• 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
• Attention to detail
• 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
• 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

Benefits

• 100% employer-paid medical/dental/disability/life insurance
• Generous time off
• Paid parental leave
• 401(k) plan with profit-sharing

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