Analyst, Shareholder Advisory Group

About Kingsdale Advisors

With offices in Toronto and New York, 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

Based in Toronto and as a member of Shareholder Advisory Group team, the Analyst will be reporting to the Vice President, Strategic Advisory and Analytics and will be responsible for a full range of research, reporting and administrative support. Your primary responsibility is to provide clients with advisory services and analysis through the use of databases, electronic spreadsheets, presentations and detailed reports for public companies in Canada and the United States. The successful candidate will have the opportunity to work on North America’s highest profiles, shareholder meetings, M&A, activist engagements, and proxy contests.

Key Duties and Responsibilities

• Participate in multiple Kingsdale business lines including Proxy Solicitation, Strategic & Defense Advisory, Shareholder Identification, Governance Advisory and Voting Analytics.
• Maintain the in-house filing system (electronic/hard copy) of pertinent client materials.
• Assist with preparation and review of documentation including public filings, press releases and proxy 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 issuer annual and special shareholder meetings.
• Reconcile vote discrepancies by collecting and analyzing information.
• Act as a liaison between intermediaries, transfer agents and custodians, exercising a high level of confidentiality and discretion.
• Attend Client/ Shareholder/ Corporate meetings or events as a Kingsdale representative.

Qualifications

• Reporting Skills, Attention to Detail, Deadline-Oriented, Client Confidentiality, Time Management, Dependability, Data Entry Management.
• Experienced team player with strong analytical and problem-solving skills.
• Ability to prioritize and multi-task, meet deadlines in a dynamic, fast paced environment.
• Commitment to the quality of deliverables with the ability to resolve client issues before escalation in a professional manner.
• Reliable, responsible and motivated individual with excellent communication and presentation skills.
• Flexibility in hours, ability to work overtime if necessary.
• Demonstrated knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.).
• Demonstrated knowledge of refined power point skills.

Education

• University or College education in Business Administration or related discipline.
• 1-2 years of experience in data analysis or similar role.
• CFA Level 1 exam completion is an asset.

Compensation: $60,000 - 70,000, with final compensation determined based on the candidate’s experience, education, and professional background.

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.