Research Analyst - Shark

FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system.
FactSet Corporate Governance (Shark) provides comprehensive corporate activism, takeover defenses, corporate governance, and proxy proposals data of thousands of public companies incorporated in the United States and other global regions.
The primary responsibility of the Research Analyst (RA) is to conduct extensive research from different sources including press releases, financial reports, presentations, exhibits, and US SEC filings among others. The RA continuously tracks information relating to corporate governance, events, and different types of activism and accurately and concisely transposes relevant information into internal database/s. The RA is expected to be trained on multiple processes handled by the team (Activism, Charters, Proposals, Governance, Poison Pill, or N-PX)
Job Responsibilities

• Monitor corporate events such as shareholder meetings from various sources like EDGAR and company websites

• Collect, analyze and process financial market information from various data sources and into the database/s utilized by the team

• Understand shareholder actions and activist intentions

• Keep track of corporate actions including adoption of certain company policies and procedures

• Encode meeting agenda and vote results into the database/s

• Maintain company records, making sure that all information is correct, and updates are reflected real time

• Analyze documents and make changes according to set guidelines or methodologies

• Participate in meetings related to ad hoc enhancements and testing

• Work on data clean-ups and other projects like documentation

• Coordinate with Quality Analysts on feedback relating to work and make immediate changes as needed

• Communicate effectively with other members of the team, both locally and globally

• Report critical issues promptly

• Perform other tasks assigned by the Team Leader/Management

Job Requirements

• Bachelor's degree in commerce, Business, Finance, Economics, or Accounting

• Fundamental understanding of Corporate Governance and Activism and the financial markets, with a solid understanding of financial and investment management concepts

• Strong communication, organization and interpersonal skills

• A proactive, confident thinker proficient in multi-tasking

• Intermediate problem-solving skills

• Ability to work in a fast-paced environment and meet set deadlines

• Enthusiasm, a strong sense of initiative, able to prioritize, with an eye for detail and commitment to accuracy

• Highly self-motivated who can work independently as well as in a group setting

• Completion of internal department training program/s

• Willing to work on shifts and holidays (AM, PM, GY)

• Amenable to start on October/November 2024

At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.

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