Senior M&A Research Analyst

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