Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.
Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world’s largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network.
The Shareholder Advisory and Activism Defense Team is responsible for advising public company clients’ boards and C-Suite executives on a range of complex and high-stakes topics. These include analyzing shareholder bases and investing protocols, supporting strategic dialogue regarding who owns a stock and why, assessing investor reaction to strategic actions (M&A) as well as capital allocation and corporate financial policies, and bringing an analytical lens to shareholder activism and corporate governance. The team works in partnership with coverage bankers across all sectors to deliver differentiated and valuable advice to our clients.
We’ll trust you to:
- Lead analysis of public company shareholder bases and investor portfolios to identify ownership trends and investment priorities
- Leverage portfolio analytics to assess how investors might react to strategic actions (whether M&A, capital allocation changes or otherwise)
- Provide strategic recommendations regarding shareholder engagement strategies
- Provide insights related to trends in public equity markets and the asset management landscape
- Support activism preparedness and defense assignments
- Oversee the development of compelling and creative presentations for clients
- Lead client engagements on pitches, marketing events and live situations
- Contribute to thought leadership efforts and participate in internal marketing initiatives
- Take a leadership role in publishing topical memos for internal and external client use
- Provide guidance to and supervise Associates and Analysts
You’ll need to have:
- A minimum of 5 years of meaningful experience in asset management, equity capital markets, equity research, institutional equity sales, shareholder advisory, investor relations or a similar markets-oriented field
- Knowledge of public company ownership and investor priorities
- Strong interpersonal skills and ability to work across interdisciplinary teams and experience levels
- A demonstrated track record of success in a demanding and often stressful environment
- A confident and skilled communication style in both written and verbal format
- Excellent time management skills and ability to work on multiple high priority projects simultaneously
- Highly motivated self-starter with intellectual curiosity and ability to think creatively on bespoke projects
What we offer
We expect the base salary range for this role to be approximately $250,000 – $275,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role. Base salary is one component of Lazard Financial Advisory’s compensation package, which also includes comprehensive benefits and may include incentive compensation.
Does this sound like you?
Representation at Lazard
Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.
Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success. #LI-EF1
Skills Required
- Minimum of 5 years of meaningful experience in asset management, equity capital markets, equity research, institutional equity sales, shareholder advisory, investor relations or similar markets-oriented field
- Knowledge of public company ownership and investor priorities
- Strong interpersonal skills and ability to work across interdisciplinary teams and experience levels
- Demonstrated track record of success in a demanding and often stressful environment
- Confident and skilled communication style in both written and verbal format
- Excellent time management skills and ability to work on multiple high priority projects simultaneously
- Highly motivated self-starter with intellectual curiosity and ability to think creatively on bespoke projects
Lazard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Lazard and has not been reviewed or approved by Lazard.
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Fair & Transparent Compensation — Pay is considered competitive for the industry, with total compensation bolstered by meaningful bonuses in revenue‑generating roles. Feedback suggests many view base pay as fair for the role.
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Healthcare Strength — Medical coverage includes low‑deductible plan options, HSA funding, and coverage for IVF and Lasik. Dental and vision include orthodontia with allowances for eyeglasses or contacts.
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Parental & Family Support — Fully paid parental leave, substantial adoption/surrogacy reimbursement, and fertility and family‑building benefits are offered. Backup care, lactation support, and related programs extend support for parents and caregivers.
Lazard Insights
What We Do
Lazard, one of the world's preeminent financial advisory and asset management firms, operates from more than 40 cities across 25 countries in North America, Europe, Asia, Australia, Central and South America. With origins dating to 1848, the firm provides advice on mergers and acquisitions, strategic matters, restructuring and capital structure, capital raising and corporate finance, as well as asset management services to corporations, partnerships, institutions, governments and individuals. For more information on Lazard, please visit www.lazard.com. Follow us at @Lazard. Social Media Disclosure: https://www.lazard.com/social-media-disclosure/
