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$125k–$145k/yr
Full-time
bachelor degree
Paid parental leave, Flexible working, Health and wellbeing rewards, Paid time off, Observed holidays, Medical plan
Posted 4d ago
Apply by Aug 18
~40 hrs/week
Responsibilities
The Senior Analyst monitors market trading activity and identifies underlying investors to provide high-quality intelligence to clients. They collaborate with internal stakeholders and proxy advisory teams to support M&A, shareholder activism, and investor engagement initiatives.
Requirements
Candidates must have 5-10 years of experience in stock surveillance or shareholder identification roles with advanced knowledge of capital markets. Proficiency in Microsoft Excel and PowerPoint, along with strong analytical and communication skills, is required.
Full job description
Location: New York, NY, United States (Hybrid)
In this position, you’ll be based in the New York, NY, United States office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.
We give you a world of potential
Computershare Investor Engagement, a division of Computershare Issuer Services, provides intelligence, technology, and advisory solutions to help clients identify and engage investors effectively.
The team is expanding with a Senior Stock Surveillance Analyst role within the Investor Intelligence team, responsible for managing stock surveillance engagements and collaborating across regional and global Investor Engagement functions.
A role you will love
The Senior Analyst is responsible for monitoring market trading activity, identifying underlying investors, and delivering high-quality client insights. The role partners with clients, the Georgeson Proxy Advisory team, and internal stakeholders to incorporate investor intelligence into client deliverables, while also supporting initiatives to enhance and expand team capabilities.
Other key duties and responsibilities are as follows:
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.
What will you bring to the role?
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.
Preferred Qualifications
Bachelor's degree in Finance, Economics, Business, Accounting, or a related field, or equivalent relevant experience.
Experience in stock surveillance, shareholder intelligence, proxy solicitation, investor relations, shareholder engagement, or capital markets research.
Prior experience leading projects, mentoring team members, or coordinating client engagements is a plus.
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture
Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans
Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance
And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub
Compensation. The typical base pay range for this role is USD $125,000 - $145,000. This salary is specific to the New York, NY, United States and a direct currency conversion will not be representative of salaries in our other global locations. For salaries in other countries please reach out to the talent acquisition partner recruiting for this role.
AI statement
Computershare will use data analytics and artificial intelligence systems to help recruiters analyse and assess candidate and application information. These systems make our application and review process more efficient and assist our team in identifying candidates based on professional qualifications, skills and experience commensurate with the role applied for. All outputs from the systems are evaluated by our recruiters and are not the sole source of whether to consider a candidate for employment.
A company to be proud of
We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it’s more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. 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.
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. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.
Welcome to a world of potential
Computershare can genuinely be considered an Australian success story. From modest beginnings in 1978, we have become the recognised global leader in our field, employing over 11,000 people in around 90 offices worldwide.
Our success can be attributed to many factors, not least of which is our ability to attract and retain high calibre employees. With a strong focus on delivering certainty, ingenuity and advantage to our clients, we promote an entrepreneurial spirit and an enterprise-wide commitment to service excellence.
Our diverse portfolio of services and products across our entire group of companies, offers the opportunity to expand your skills, experience and responsibilities across a range of industries both locally and internationally. Opening up a world of potential for you.
If you are looking for that first step or next step in your career, we encourage you to visit careers.computershare.com, or please explore the rest of this site for more information about our business, culture and values.
Offices: Melbourne, Victoria VIC 3067, AU · 115 Grenfell St, Adelaide, South Australia 5000, AU · 159 Hurstmere Road, Auckland, AUK 0622, NZ · Tower W1, Oriental Plaza, 1 East Chang An Ave, Dong Cheng District, Suite 907-909, Beijing, CN · The Pavilions, Bristol, England BS4 5DR, GB