Analyst, Shareholder Advisory Group - Barbados

Kingsdale Advisors • Full-time • Warrens, BB • 1m ago

About Kingsdale Advisors

Kingsdale Advisors is the leading shareholder services and advisory firm, having acted on the largest and most high-profile proxy fights and transactions. Since 2003, public companies across North America have looked to the expertise of Kingsdale Advisors to help them reach out to shareholders and secure the success of transactions or resolutions driven by shareholder votes. Kingsdale Advisors' multidisciplinary team offers an array of specialized services focused on strategic and defensive advisory, governance advisory and proxy analytics, strategic communications, and voting analytics.

Your Role & How You Will Contribute

As a member of Shareholder Advisory Group team, the Analyst is responsible for full range of research, analysis through the use of databases, electronic spreadsheets, presentations, and detailed reports for public companies, advisory services, and communications on client files. Types of client engagements include shareholder services for Canadian & U.S. public company Annual Shareholder Meetings, Plan of Arrangements, Tender Offers, Contested Meetings, and Asset Reclamation. The Analyst will participate in multiple Kingsdale business lines including proxy solicitation, strategic & defense advisory, shareholder identification, governance advisory and voting analytics.

Requirements

Key Duties and Responsibilities

Provide clients with advisory services and analysis using internal models, databases, presentation decks and detailed reports
Conduct outreach to shareholders, brokers and financial institutions
Communicate and document key messaging to shareholders
Engage shareholders to participate in our various programs
Perform in-depth research to locate contact information for shareholders
Meet campaign targets and deadlines, report issues, concerns, and objections that materially affect the client's mandate
Maintain the in-house filing system (electronic/ hard copy) of pertinent client materials
Aggregate and compile market intelligence, monitor shareholder positions and trading activities
Contribute to vulnerability analyses for contested situations and transactions
Prepare and interpret proxy voting reports for numerous public issuers annual and special shareholder meetings
Analyze and reconcile vote discrepancies
Act as a liaison between intermediaries, transfer agents and custodians, exercising a high level of confidentiality and discretion
Review market news regarding executive compensation, corporate governance, environmental and social matters
Monitor and analyze proxy voting guidelines, voting recommendations, and voting records of proxy advisors and institutional shareholders
Contact third party experts to obtain information on governance-related items
Prepare client presentations and analysis for circulars and PowerPoint presentations
Other ad hoc duties and projects as required

Qualifications

Reporting Skills, Attention to Detail, Deadline-Oriented, Client Confidentiality, Time Management, Dependability, Data Entry Management
Ability to handle multichannel communications with shareholders including inbound, outbound, email and chat
Experienced team player with strong analytical and critical thinking, problem solving and conflict resolution skills
Reliable, responsible and motivated individual with excellent communication and presentation skills
Strong listening and influencing skills, detail-oriented and observant
Accurately document interactions and produce high quality deliverables
Adapt to changing conditions related to workload and work in high pressure situations
Solid knowledge of Microsoft Office Suite(Outlook, Word, Excel, PowerPoint)
Enjoys working in a client-focused, structured and goal-oriented environment
Follows direction, works independently with little supervision and manage multiple priorities
Passion for research and strong proficiency in extracting and compiling data
Must have excellent attendance and meet shift expectations

Education

University or College education in finance, business or related discipline preferred
Experience in data analysis, asset recovery industry or collections, different forms of online research, or similar role

Equity Statement

Kingsdale Advisors is a staunch advocate for diversity in all its forms, and especially welcomes applications from members of the BIPOC (Black, Indigenous, and People of Color) community, women, people with disabilities, the LGBTQ+ community, and those of diverse intersectional identities. Accommodations are available on request for candidates taking part in all aspects of the selection process as well as part of employment with Kingsdale Advisors. In accordance with the AODA Act, for applicants with disabilities accommodation will be provided throughout the search process.

Send your resume to careers@kingsdaleadvisors.com, referencing "Analyst, Barbados Office" in the subject line.

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