Company Overview Glass Lewis is the world's choice for governance solutions.
We enable institutional investors and?publicly-listed?companies?to make sustainable decisions based in research and data.
We cover 30,000+?meetings each year, across approximately 100 global markets.
Our customers include?the majority of?the world's largest pension plans, mutual funds, and asset managers, collectively managing over?$40 trillion in assets.
We have teams located across the United States, Europe, and Asia-Pacific giving us global reach with a local perspective on the important governance issues.
Founded in 2003, Glass Lewis is headquartered in San Francisco, California with additional offices in Kansas City, Missouri; Paris, France; Limerick, Ireland; Karlsruhe, Germany; Sydney, Australia; Tokyo, Japan; and Manila, Philippines.
Position : Glass Lewis is hiring for its M&A and Contested Proxy Research group.
This team covers M&A transactions and contested proxy fights across all industries, with a focus on providing in-depth analyses for institutional shareholder clients. The Senior M&A Research Analyst role offers the candidate the opportunity to leverage their experience in the evaluation of a wide range of corporate transactions, to lead the evaluation and analysis of complex M&A proposals, including proxy contests and shareholder and issuer engagement This position reports to Jason McCandless, Senior Director, M&A Responsibilities: Evaluate corporate transactions and financially intensive shareholder proposals of public companies to formulate written research notes and recommendations for Glass Lewis institutional shareholder clients.
Review various regulatory filings, including proxy statements, earnings reports, investor presentations, as well as media and news reporting, to inform their analyses and recommendations.
Participate in or lead engagements with issuers and shareholders regarding contentious and complex governance situations.
Senior Analysts will also be responsible for providing training and guidance to Analysts.
Consult with other Glass Lewis research groups as part of the research process and further participate in a range of projects outside of proxy season, including updating policy guidelines, unique research reports, and monitoring regulatory and market developments.
Other responsibilities as assigned Requirements Qualifications and Experience: A thorough understanding of Glass Lewis research policies and engagement practices and ability to show a strong command of market and regulatory developments and trends Bachelor's degree required (Finance, Accounting, Economics or a related field preferred) Relevant advanced degree preferred CFA Level 2 or higher required Minimum of 5 years of experience of financial markets, corporate governance research or closely related field Demonstrated knowledge and expertise in equity markets, financial statements and valuation methodologies Experience researching and analyzing M&A or contested proxies required Strong analytical writing and critical thinking skills, with the ability to evaluate complex situations, synthesize information and communicate findings through clear and concise analytical writing Keen attention to detail, with the ability to process information quickly and accurately Strong interpersonal communication skills Ability to work effectively under tight deadlines Experience with online data platforms preferred Proficiency with Microsoft Office Suite