Senior Stock Surveillance Analyst

JOB DESCRIPTION

Location: New York, NY, United States (Hybrid)

In this position, you'll be based in the New York, NY, United States office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at computershare.com/flex.

We give you a world of potential

Computershare Investor Engagement, a division of Computershare Issuer Services, provides intelligence, technology, and advisory solutions to help clients identify and engage investors effectively.

The team is expanding with a Senior Stock Surveillance Analyst role within the Investor Intelligence team, responsible for managing stock surveillance engagements and collaborating across regional and global Investor Engagement functions.

A role you will love

The Senior Analyst is responsible for monitoring market trading activity, identifying underlying investors, and delivering high-quality client insights. The role partners with clients, the Georgeson Proxy Advisory team, and internal stakeholders to incorporate investor intelligence into client deliverables, while also supporting initiatives to enhance and expand team capabilities.

Other key duties and responsibilities are as follows:

• Analyze stock trading activity, public filings, fund disclosures, and DTC settlement reports to identify shareholder movements and underlying investors.
• Monitor market developments, including shareholder activism, M&A activity, ESG trends, and broader stock market events.
• Deliver shareholder and market intelligence to clients through presentations, reports, and client calls.
• Support M&A and shareholder activism engagements through research, analysis, reporting, and business development activities.
• Identify and analyze institutional investor voting trends and outcomes for clients.
• Conduct research, data collection, analysis, and reporting to support stock surveillance engagements.
• Serve as a trusted resource for clients and internal stakeholders on investor intelligence matters.
• Prepare agendas and lead client calls, ensuring high-quality execution and communication.
• Collaborate with the Head of M&A and Activism on strategic projects and assigned initiatives.
• Ensure timely and accurate completion of investor vote identification and related deliverables.

• 5-10 years of experience in stock surveillance or shareholder identification roles
• Advanced knowledge of capital markets, shareholder activism, M&A, proxy advisory firms, and investor engagement.
• Proven ability to research, analyze, and interpret institutional investor ownership and trading activity using public and proprietary sources.
• Excellent verbal and written communication skills, with the ability to build and maintain strong client relationships.
• Experience working with large datasets and presenting insights in a clear, concise, and actionable manner.
• Strong research, analytical, and problem-solving skills with a resourceful approach to gathering investor intelligence.
• Ability to manage multiple projects simultaneously, prioritize effectively, and meet deadlines in a fast-paced environment.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience collaborating with cross-functional teams and supporting clients across diverse industries and market capitalizations.
• Ability to contribute to business growth through client relationship management, cross-selling, and expansion of existing accounts.

• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field, or equivalent relevant experience.
• Experience in stock surveillance, shareholder intelligence, proxy solicitation, investor relations, shareholder engagement, or capital markets research.
• Prior experience leading projects, mentoring team members, or coordinating client engagements is a plus.