Associate - Shareholder Advisory

The Associate will be an integral member of the Investment Banking Group, joining our dedicated Shareholder Advisory practice that advises clients on both proactive and responsive measures relating to shareholder activism, takeover defense, unsolicited and hostile approaches, governance and Board practices/policies, shareholder engagement and other shareholder-related issues.

In the performance of duties, this professional will engage directly with the senior management teams at current and prospective clients, assisting them in the development of their corporate preparedness strategies. Additionally, he or she will develop a deep understanding of and interact with various shareholders (large institutional investors, event-driven hedge funds and activist shareholders), investor relations teams, corporate governance leaders and other advisors in the shareholder activism "ecosystem" (lawyers, PR firms, proxy solicitors). The Shareholder Advisory team works closely with all of Lazard's industry groups and has a high degree of exposure to senior members of Lazard's financial advisory practice.

Day-to-day responsibilities for a Associate in the Shareholder Advisory group are diverse and include shareholder, company, industry and activist environment research; participating in the development of company vulnerability assessments, shareholder engagement plans, client presentations; providing guidance to Associates and Analysts to contribute to a culture of learning & development, interacting with senior bankers and working with industry teams.
• At least two full years of Analyst-level Investment Banking or one full year of Associate-level Investment Banking experience with a focus on either strategic advisory (M&A) or equity capital markets
• Strong relationship management skills, positive attitude and an excellent work ethic
• High-level organizational abilities and leadership qualities
• Ability to multi-task and take the initiative while managing and coordinating mandates, meeting deadlines and working within the team


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