Innisfree M&A Incorporated · 4 days ago
Stock Surveillance Analytical Researcher
NYC Metro Area
Full-time
Hybrid
Entry Level
$30K/yr - $130K/yr
1+ years expInnisfree M&A Incorporated is a premier high-stakes shareholder engagement firm, delivering shareholder intelligence and strategic advice to leading corporations and investors. The Stock Surveillance Analytical Researcher will analyze equity markets and stock ownership data, supporting the Stock Market Analyst team to provide insights that guide C-Suite executives in their decision-making processes.
ConsultingFinancial ServicesProfessional Services
No H1B
Hiring Manager
Triona Mahon, SHRM-CP
Responsibilities
Import client shareholder and settlement data
Summarize market developments
Analyze investor buying and selling activity to support client investor relations initiatives
Analyze settlement activity to derive institutional buyers and sellers of shares
Generate research updates, analytical reports and client presentations
Qualification
Required
Bachelor's degree or equivalent in Finance, Economics, Statistics or related field
Minimum of 1 year relative work experience
Understanding of the stock market, financial instruments and the investment process
Understanding of stock valuation methods
Ability to analyze large, complex and dynamic data sets
Strong organizational and time management skills
Attention to detail
Self-direction and initiative
Ability to manage multiple projects and multiple project team requests
Strong written and oral business communications skills
Ability to work as a collaborative team member
Advanced-level MS Office skills, including PowerPoint and Excel
U.S. employment authorization without current or future need for sponsorship
Preferred
Experience using platforms/languages such as Tableau, VBA, SQL or Python
Related internship, industry or academic experience
Experience working with financial data from sources such as Bloomberg and FactSet
CFA charter or enrollment in CFA program
Familiarity with option trading
Technical analysis
Benefits
100% employer-paid medical/dental/disability/life insurance
Generous time off
Paid parental leave
401(k) plan with profit-sharing
Company
Innisfree M&A Incorporated
Innisfree delivers shareholder intelligence, strategic advice and solicitation execution services to the world's leading corporations and investors when it matters most.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-09-02
Company data provided by crunchbase