Analytical Researcher - Remote Stock Surveillance

Job Overview

We are a prestigious shareholder engagement firm recognized for our expertise in navigating high-stakes environments. Our firm specializes in delivering strategic advice, shareholder intelligence, and proxy solicitation services to prominent corporations and investors globally. Our innovative methodology surpasses conventional strategies, granting us the ability to provide critical insights, superior analytics, and actionable recommendations. As a Stock Surveillance Analytical Researcher, you will collaborate closely with senior Stock Market Analysts to scrutinize equity markets and assess client companies' stock ownership data, crafting comprehensive reports that facilitate informed decision-making for C-Suite executives.

Key Responsibilities

• Import and analyze client shareholder and settlement data
• Summarize market developments and trends to guide strategic initiatives
• Investigate investor buying and selling activities to assist client objectives
• Evaluate settlement activities to identify institutional buyers and sellers
• Produce research updates, analytical reports, and client presentations
  
  

Required Skills

• Bachelor's degree or equivalent in Finance, Economics, Statistics, or a related discipline
• Profound understanding of the stock market, financial instruments, and the investment process
• Familiarity with stock valuation methods
• Aptitude for analyzing large, complex, and dynamic datasets
• Exceptional organizational and time management abilities
• Strong attention to detail and proactive self-direction
• Capacity to manage multiple projects and collaborate with diverse teams
• Proficient in written and verbal communication
• Advanced skills in MS Office, particularly PowerPoint and Excel
• U.S. employment authorization without current or future sponsorship needs
  
  

Qualifications

• Experience with platforms/languages such as Tableau, VBA, SQL, or Python is preferred
• Related internships, industry, or academic exposure are advantageous
• Knowledge of financial data sources like Bloomberg and FactSet is a plus
• CFA charter or enrollment in the CFA program is beneficial
• Familiarity with options trading and technical analysis is desirable
  
  

Career Growth Opportunities

Joining our esteemed team offers you a unique opportunity to significantly impact corporate and financial events while receiving mentorship from industry veterans. We are committed to fostering your professional development, ensuring a diverse and engaging work experience that promotes continuous learning.

Company Culture And Values

We pride ourselves on a collegial and supportive work environment that values insight, innovation, and teamwork. Our workplace culture is built on respect and a sincere commitment to employee development and well-being.

Networking And Professional Opportunities

As part of our team, you will have access to extensive networking opportunities within the financial sector. Engaging with key stakeholders and participating in collaborative projects will enhance your professional connections and skills.

Compensation And Benefits

The base salary for this position is competitive and commensurate with experience, within a range of \(80,000 - \)90,000. Candidates will also be eligible for an annual merit-based bonus and can take advantage of our extensive benefits package, which includes 100% employer-paid medical, dental, disability, and life insurance, generous paid time off, parental leave, and a 401(k) plan with profit-sharing.

Employment Type: Full-Time