Shareholder Analyst

Management Level

G

Role Summary:

This role is responsible for providing regular share register analysis and client support to relevant Analytics Client Manager(s). You will also provide help and support to the other Client Managers to ensure that RD:IR is providing the best service possible to its clients

Core Duties/Responsibilities

• Analyse the client’s share registers in terms of beneficial and institutional ownership at a frequency agreed with the client

• Monitor where requested on a weekly basis the large transaction advices on movements on the client share register with S793 action/notice to client of unusual movements as relevant

• Issue where relevant Companies Act (“CA”) section 793 notices on behalf of client directly or via the Analytics Administration Team

• Co-ordinate with clients the reporting dates and make all the necessary arrangements, internally and externally to facilitate an efficient delivery; including co-ordinating with Analytics Administration team, company registrars and updating client manager reporting schedules.

• Provide where requested peer company institutional ownership data for clients

• Ensure that client data is kept up to date on all systems within RD:IR

• Ensure quality control of analysed data by checking movements using approved checking procedures.

• Augment ShareMatch database by entering data as appropriate into this database

• Supporting the Client Managers with client liaison

• Ensure to keep up to date with important industry news /regulation changes

• Ensure that the Client Manager remains aware of any potential problems arising amongst clients at the earliest opportunity

• Assist in training and supervising of junior team members

• Attend client training sessions and review meetings with the Client Manager

• Assist in preparing client reports

• Make recommendations and participate in the planning and improvement of the overall Analytics team

Skills/ capabilities and attributes

• One year experience as a Shareholder Analyst or similar analytical role preferred but not essential

• Educated to degree level or equivalent

• Strong financial and capital market knowledge

• Strong computer skills

• Highly numerate

• Good communication skills

• Ability to work under pressure & to deadlines

What We Offer

• Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10%
• All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit.
• Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover.
• Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform.
• Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more.
• Time Off – Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing.
• Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.