Investor Analytics Researcher

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 ActiveIQ™ methodology sets us apart from traditional proxy solicitation and stockwatch firms, going far beyond simply tracking activity in a company’s stock to providing critical information, best-inclass 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. Why Join Us: 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. Analytical Researcher Overview: 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. Requirements: • 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 Other helpful background: • 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 Accountabilities • 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 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.* Apply tot his job