Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
The Senior Stock Surveillance Analyst role within the Investor Intelligence team is responsible for managing stock surveillance engagements and collaborating across regional and global Investor Engagement functions. The Senior Analyst monitors market trading activity, identifies underlying investors, and delivers high-quality client insights.
Responsibilities
- Analyze stock trading activity, public filings, fund disclosures, and DTC settlement reports to identify shareholder movements and underlying investors.
- Monitor market developments, including shareholder activism, M&A activity, ESG trends, and broader stock market events.
- Deliver shareholder and market intelligence to clients through presentations, reports, and client calls.
- Support M&A and shareholder activism engagements through research, analysis, reporting, and business development activities.
- Identify and analyze institutional investor voting trends and outcomes for clients.
- Conduct research, data collection, analysis, and reporting to support stock surveillance engagements.
- Serve as a trusted resource for clients and internal stakeholders on investor intelligence matters.
- Prepare agendas and lead client calls, ensuring high-quality execution and communication.
- Collaborate with the Head of M&A and Activism on strategic projects and assigned initiatives.
- Ensure timely and accurate completion of investor vote identification and related deliverables.
Requirements
- 5-10 years of experience in stock surveillance or shareholder identification roles
- Advanced knowledge of capital markets, shareholder activism, M&A, proxy advisory firms, and investor engagement.
- Proven ability to research, analyze, and interpret institutional investor ownership and trading activity using public and proprietary sources.
- Excellent verbal and written communication skills, with the ability to build and maintain strong client relationships.
- Experience working with large datasets and presenting insights in a clear, concise, and actionable manner.
- Strong research, analytical, and problem-solving skills with a resourceful approach to gathering investor intelligence.
- Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines in a fast-paced environment.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience collaborating with cross-functional teams and supporting clients across diverse industries and market capitalizations.
- Ability to contribute to business growth through client relationship management, cross-selling, and expansion of existing accounts.
Skills
- Stock surveillance
- Shareholder identification
- Capital markets
- Shareholder activism
- M&A
- Proxy advisory
- Investor engagement
- Research
- Analysis
- Data interpretation
- Client relationship management
- Communication
- Microsoft Excel
- Microsoft PowerPoint
- Problem-solving
- Project management
Location
- New York, NY, United States
Work Type
- Hybrid
Experience Level
- 5-10 years
Education Level
- Bachelor's degree in Finance, Economics, Business, Accounting, or a related field, or equivalent relevant experience.
Salary/Compensations
- USD $125,000 - $145,000
Benefits
- Paid parental leave
- Flexible working
- Health and wellbeing rewards
- Paid time off
- Observed holidays
- Medical, dental and vision plans
- 401k matching
- Share purchase plan
- Tax-advantaged flexible spending plans (healthcare, dependent care, commuter)
- Short-term disability benefits
- Long-term disability benefits
- Life insurance
- Supplemental life insurance
About the Company
- Computershare Investor Engagement, a division of Computershare Issuer Services, provides intelligence, technology, and advisory solutions to help clients identify and engage investors effectively.
- We're a global leader in financial administration with over 11,000 employees across more than 22 different countries.
- Since 1978, we’ve been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we’re now the number one transfer agency in the world.
- As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide.
Equal Opportunity
- Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all.
- For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.