Analyst - Shareholder Advisory
LazardLazard 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, shareholder activism, 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.
As an Analyst on the Shareholder Advisory and Activism Defense Team, you will work in small highly collaborative teams advising public company boards and C-Suite executives on a wide range of complex and high-stakes topics. These include analyzing shareholder bases and investing protocols across sectors, supporting strategic dialogue regarding who owns a stock and why, assessing investor reaction to strategic actions (M&A) and capital allocation and corporate financial policies and bringing an analytical lens to shareholder activism and corporate governance. The role emphasizes quantitative analysis and the development and application of data analytics and AI tools to understand these topics.
We’ll trust you to:
- Develop and maintain quantitative models and proprietary analytical frameworks to support client advisory work
- Analyze and synthesize data from shareholder base, shareholder activism and equity markets databases
- Leverage AI-enabled research and analytics platforms to automate workflows and facilitate analysis
- Support advice regarding activism and hostile takeover defense and strategic M&A with shareholder analytics and shareholder engagement advice
- Track and evaluate trends in equity ownership, shareholder activism and corporate governance
- 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
- 1 year of work experience in a relevant field, including investment banking, consulting or accounting
- Excellent academic credentials
- Demonstrated interest in and facility with quantitative data analytics, modeling and AI
- Experience building, maintaining and deriving conclusions from large data sets using quantitative tools
- Interest in shareholder activism, corporate governance and/ or public equity market ecosystem
- Strong interpersonal skills and desire to work across interdisciplinary teams
- Confident and skilled communicator in both written and verbal format
- Demonstrated track record of success in an intellectually demanding, fast paced environment
- 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 strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $120,000 - $125,000 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?
Apply! We’ll get in touch on the next steps.
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