Institutional Shareholder Services, Inc.

  • Senior M&A Research Analyst

    Job Locations US-MD-Rockville
    Job ID
  • Overview

    ISS is seeking a Senior M&A Research Analyst to research and write analyses of economic proposals, including mergers, acquisitions, and contests for corporate control, for institutional shareholders of US publicly-traded companies; participate in research calls with corporate executives and directors, as well as investor clients; assist research groups in non-US markets with analyses on high profile or contentious shareholder votes and write research notes and other thought leadership presentations for internal and external clients.


    • Write insightful, grounded, well-reasoned research reports supporting proxy voting recommendations for clients.
    • Gain understanding of investment and shareholder issues through fundamental research, including analysis of corporate strategy and financial statements, and incorporating ISS' analytic frameworks and policy guidelines.
    • Lead or participate in engagement meetings and calls with corporate executives, directors, and financial and legal advisors, as well as institutional investors, as part of research process on high profile or contentious shareholder meetings.
    • Develop market overviews and generate research notes on developing trends, emerging situations and tactics, and other economically-focused topics for internal and external clients.
    • Contribute to seasonal reviews, Bulletin Calls, and other client-focused research reports.
    • Review the work, and contribute to the development, of other research analysts across functional teams and regions.
    • Answer internal/external client/issuer queries on research reports and participate in discussions a/o development of ISS policy.
    • Actively participate in various working committees and/or projects.


    • MBA in Finance or CFA holder.
    • Minimum 1 to 3 years of experience in M&A/investment/equity analysis and research.     Alternatively undergraduate degree with minimum 5 years of experience.
    • Understanding of valuation, corporate transactions and capital markets.
    • Understanding of corporate governance and shareholder issues.
    • Familiarity with SEC filings.
    • Excellent oral and written communication skills.
    • Strong analytical ability, including financial and quantitative literacy and attention to detail.
    • Deep understanding of financial and non-financial investor concerns, especially the role of corporate governance from an investor perspective.
    • Comfort with ambiguity; able to prioritize, anticipate, and deliver multiple, sometimes competing objectives under tight timing.
    • Strong teamwork skills, particularly the abilities to continually develop oneself and one's colleagues, to anticipate emerging issues, and to plan for success.


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