Investor Analytics Researcher

Fully Remote except 1x/month onsite office visits & QBRs MUST LIVE WITHIN 50miles of the NYC or Richmond, VA area Salary: $85-95K base + profit sharing full benefits (100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave and 401(k) plan with profit-sharing)

Who we are:

We deliver shareholder intelligence, strategic advice and proxy solicitation services to the world’s leading corporations and investors when it matters most. Our proprietary Active

IQ™ methodology sets us apart from traditional proxy solicitation and stock watch 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.

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.

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.

• Bachelor’s degree or equivalent in Finance, Economics, Statistics or related field
• 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 Fact Set
• CFA charter or enrollment in CFA program
• Familiarity with option trading

• 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

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.