Special Situations Research Analyst
About the position
Responsibilities
• Research, draft, and edit professional-quality, well-reasoned analyses of contentious corporate situations, including mergers, acquisitions, and contests for corporate control, in support of proxy voting recommendations for institutional shareholders.
• Gain understanding of investment and shareholder issues through fundamental research, including analysis of corporate strategy and financial statements, and applying ISS' analytic frameworks and policy guidelines.
• Lead or participate in engagement meetings and calls with corporate executives, directors, and financial and legal advisors, as well as institutional investors, as part of ISS’ research process.
• Develop market overviews and produce research notes that demonstrate thought leadership on developing trends, emerging situations and tactics, and other timely subjects for internal and external clients.
• Maintain a database of potentially contentious corporate situations.
• Review the work, and contribute to the development, of research analysts from other functional teams and regions.
• Answer internal/external client/issuer queries on research reports and participate in discussions to support ISS policy development.
• Contribute to seasonal reviews, Bulletin Calls, and other client-focused research reports.
• Actively participate in various working committees and/or projects.
Requirements
• MBA in Finance or CFA holder with at least 1 to 3 years of directly relevant experience, or an undergraduate degree with at least 5 years of experience in M&A / investment / equity analysis and research.
• Comfort with ambiguity; ability to prioritize, anticipate, and deliver multiple, sometimes competing objectives within tight timeframes.
• Strong teamwork skills, particularly the abilities to continually develop oneself and one's colleagues, anticipate emerging issues, and plan for success.
• Understanding of valuation methodologies, corporate transactions, and capital markets.
• Deep understanding of financial and non-financial investor concerns, especially the role of corporate governance from an investor perspective.
• Excellent oral and written communication skills.
• Strong analytical ability, including financial and quantitative literacy and attention to detail.
Benefits
• Medical, Dental, and Vision coverage
• 401(k) with a company match up to 9%, including a Safe Harbor contribution
• Flexible Spending Account (FSA) and commuter benefit programs
• Generous paid time off
• Volunteer Day
• Paid parental leave
• Hybrid working options
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