ISS | Institutional Shareholder Services · 6 hours ago
Special Situations Research Analyst
Washington, DC
Full-time
Hybrid
Mid, Senior Level
$110K/yr - $125K/yr
3+ years expISS is a leading provider of research and technology solutions for the financial market, and they are seeking a Special Situations Research Analyst to join their team. The role involves researching and analyzing corporate events and recommending actions for institutional shareholders, requiring strong writing, financial analysis, and critical reading skills.
FinanceFinancial ServicesFinTech
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
Qualification
Required
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
Company
ISS | Institutional Shareholder Services
Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight.
1001-5000 employees
H1B Sponsorship
ISS | Institutional Shareholder Services has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (8)
2022 (15)
2021 (16)
2020 (10)
Funding
Current Stage
Late StageTotal Funding
unknown2020-11-17Acquired
Leadership Team
Georgina Marshall
Managing Director
Recent News
Morningstar.com
2026-01-11
2026-01-09
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