Innisfree M&A Incorporated · 13 hours ago
Investor Relations Specialist
New York, NY
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $130K/yr
2+ years expInnisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. The Investor Engagement Analyst will play a critical role in supporting clients through shareholder engagements, conducting research, and producing detailed reports on shareholder voting patterns.
ConsultingFinancial ServicesProfessional Services
No H1B
Hiring Manager
Triona Mahon, SHRM-CP
Responsibilities
On an ongoing basis, compile reports of an issuer’s top shareholders using several different sources and SEC filings
Throughout the year, edit all client shareholder files as requested by Proxy Directors and clients on a case-by-case basis
Conduct research, produce reports, and summarize shareholder voting patterns and policy findings
Tailor all top shareholder reports for each client to suit the nature of specific client requests
Draft and coordinate non-deal roadshow meetings
Research across multiple data sources and incorporate relevant data into new and historical databases and spreadsheets
Maintain accurate and up-to-date client shareholder files
Create investor profiles and research investor contacts
Assist in scheduling investor roadshows
Perform ad hoc research as requested
Qualification
Required
Bachelor's degree or equivalent in Finance, Economics, Statistics, or a related field
Applicants should have at least 2 years of financial industry experience, preferably in a research/ analytical position
Excellent written and verbal communication skills
Exceptional attention to detail
Advanced-level MS Office skills, including PowerPoint and Excel
Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists, and follow up with all internal and external requests
Solid understanding of the stock market (knowledge of corporate governance issues and influencers is a plus)
Ability to research across multiple databases, historical and current
Ability to simultaneously manage multiple projects from multiple sources with a keen sense of prioritization
Must live a commutable distance to NYC
U.S. employment authorization without current or future need for sponsorship
Preferred
Experience working with financial data from sources such as Bloomberg and FactSet
Prior experience in data collection, research, and optimization by providing insights into continuous process improvements
Prior client-facing experience
Comfortable working directly with senior management
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