Senior M&A Research Analyst
2 weeks ago
Glass Lewis is the world's choice for governance solutions. We enable institutional investors and publicly-listed companies to make sustainable decisions based on 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
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