Engage Partners Inc. · 6 days ago
Investor Analytics Researcher II
Engage Partners Inc. delivers shareholder intelligence and strategic advice to leading corporations and investors. As an Investor Analytics Researcher II, you will analyze equity markets and support the Stock Market Analyst team, providing critical insights that help executives make informed decisions.
ConsultingRecruitingStaffing Agency
Responsibilities
Analyze equity markets and client companies’ stock market trading /stock ownership data
Support the Stock Market Analyst team to provide in-depth reports explaining stock ownership changes, trading volumes and other market activity
Import client shareholder and settlement data
Summarize market developments
Analyze investor buying and selling activity to support client investor relations initiatives
Analyze settlement activity to derive institutional buyers and sellers of shares
Generate research updates, analytical reports and client presentations
Qualification
Required
Bachelor's degree or equivalent in Finance, Economics, Statistics or related field
Understanding of the stock market, financial instruments and the investment process
Understanding of stock valuation methods
Ability to analyze large, complex and dynamic data sets
Strong organizational and time management skills
Attention to detail
Self-direction and initiative
Ability to manage multiple projects and multiple project team requests
Strong written and oral business communications skills
Ability to work as a collaborative team member
Advanced-level MS Office skills, including PowerPoint and Excel
U.S. employment authorization without current or future need for sponsorship
Preferred
Experience using platforms/languages such as Tableau, VBA, SQL or Python
Related internship, industry or academic experience
Experience working with financial data from sources such as Bloomberg and FactSet
CFA charter or enrollment in CFA program
Familiarity with option trading
Benefits
100% employer-paid medical/dental/disability/life insurance
Generous time off
Paid parental leave
401(k) plan with profit-sharing