Investment Banking, Analyst, Activism & Shareholder Advisory jobs in United States
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Perella Weinberg · 19 hours ago

Investment Banking, Analyst, Activism & Shareholder Advisory

Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base. The Activism & Shareholder Advisory Team is seeking an experienced analyst to support clients on matters related to shareholder activism and takeover defense, including vulnerability assessment and corporate governance.

FinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Lauren Frey
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Responsibilities

Partnering with counterparts in industry coverage groups to prepare client presentations
Understanding the key provisions in a public company’s governance documents
Providing real-time judgments and insight into trading dynamics for use with clients
Developing thoughtful research on public investors and the shareholder activism landscape
Maintaining the group’s various databases
Acting as the day-to-day point of contact with clients on live situations
Coordinating with external parties on live situations (e.g., lawyers and proxy solicitors)

Qualification

Investment banking experienceCompany valuation conceptsShareholder activism experienceAnalytical skillsProject management skillsData synthesisProactive personalityInterest in M&ACommunication skillsIntegrity

Required

At least 1 year experience in a classic investment banking coverage role
Ideally some experience in a market-facing role (private-side capital raising or public-side investing)
Ideally some experience of working on a live shareholder activism situation
A solid understanding of company valuation concepts (comparable multiples, DCF, LBO, etc.)
A keen interest in global markets and macroeconomic environment
A highly organized and analytical mind
The ability to synthesize large amounts of data
Exceptional project management skills with ability to prioritize competing projects and deadlines
Intellectual curiosity and creativity, with a demonstrated interest in learning about M&A
A self-starting and proactive personality
The ability to thrive under tight deadlines and on real-time developing situations
The highest standard of integrity

Benefits

Discretionary bonuses
Restricted Stock Units (RSUs)
Paid time off

Company

Perella Weinberg

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Perella Weinberg is a privately-owned financial services firm that provides corporate advisory and asset management services.

H1B Sponsorship

Perella Weinberg 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
2023 (1)
2022 (1)

Funding

Current Stage
Public Company
Total Funding
$185M
2024-02-27Post Ipo Equity· $60M
2021-06-25Post Ipo Equity· $125M
2021-06-25IPO

Leadership Team

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Alex Wilmot-Sitwell
Partner
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Cory Boyle
Managing Director, Chief Accounting Officer
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Company data provided by crunchbase