Senior M&A Research Analyst

Description

Glass Lewis is hiring for its M&A and Contested Proxy Research group. This team covers M&A transactions and contested proxy proposals across all industries, with a focus on providing in-depth analyses for institutional shareholder clients.

The Senior M&A Research Analyst role offers the candidate the opportunity to leverage their experience in the evaluation of a wide range of corporate transactions, to lead the evaluation and analysis of complex M&A proposals, including proxy contests and shareholder and issuer engagement

Responsibilities

• Evaluate corporate transactions and financially intensive shareholder proposals of public companies to formulate written research notes and recommendations for Glass Lewis institutional shareholder clients.
• Review various regulatory filings, including proxy statements, earnings reports, investor presentations, as well as media and news reporting, to inform their analyses and recommendations.
• Participate in or lead engagements with issuers and shareholders regarding contentious and complex governance situations. Senior Analysts will also be responsible for providing training and guidance to Analysts.
• Consult with other Glass Lewis research groups as part of the research process and further participate in a range of projects outside of proxy season, including updating policy guidelines, unique research reports, and monitoring regulatory and market developments.
• Other responsibilities as assigned

Qualifications

• A thorough understanding of Glass Lewis research policies and engagement practices and ability to show a strong command of market and regulatory developments and trends
• Bachelor’s degree required (Finance, Accounting, Economics or a related field preferred)
• Relevant advanced degree preferred
• CFA Level 2 or higher required
• Minimum of 5 years of experience of financial markets, corporate governance research or closely related field
• Demonstrated knowledge and expertise in equity markets, financial statements and valuation methodologies
• Experience researching and analyzing M&A or contested proxies required
• Strong analytical writing and critical thinking skills, with the ability to evaluate complex situations, synthesize information and communicate findings through clear and concise analytical writing
• Keen attention to detail, with the ability to process information quickly and accurately
• Strong interpersonal communication skills
• Ability to work effectively under tight deadlines
• Experience with online data platforms preferred
• Proficiency with Microsoft Office Suite

This position reports to: Senior Director, M&A

Position location: US

Bonus eligible: No

Glass Lewis is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state or local law.