Description & Requirements
Overview
BI's Global Strategy Team is seeking an experienced analyst to lead our research coverage of corporate governance, shareholder activism, proxy contests and stewardship. This analyst will provide independent, forward-looking research to investors, identifying catalysts, assessing investment implications, and producing differentiated analysis integrated across Bloomberg's research platform.
The ideal candidate combines deep expertise in corporate governance, activism, securities law, proxy advisory, and capital markets with exceptional analytical and writing skills. The role requires translating complex shareholder situations into actionable investment insights for portfolio managers, analysts, and corporate clients.
Key Responsibilities
• Analyze annual meeting agendas, proxy statements, director elections, shareholder proposals, executive compensation votes, and governance structures.
• Evaluate voting recommendations from ISS and Glass Lewis and assess their likely influence on institutional investor voting.
• Produce timely research on activist campaigns, including proxy contests, board refreshment efforts, strategic reviews, breakups, capital allocation initiatives, management succession, and M&A activism.
• Assess the likelihood of activist success, settlement outcomes, board changes, and strategic alternatives.
• Identify companies vulnerable to activist campaigns using financial, governance, ownership, and operational indicators.
• Develop thematic research on evolving activism trends across industries and geographies.
• Monitor developments in proxy advisory regulation, SEC disclosure requirements, and governance best practices.
• Produce company-specific and thematic research identifying investment risks and opportunities before key shareholder catalysts.
• Develop proprietary frameworks for evaluating activism vulnerability and proxy contest outcomes.
• Partner with Bloomberg Product, Engineering, Data, and News teams to expand Bloomberg's activism, governance, and proxy datasets.
• Present research to institutional investors through Bloomberg events, webinars, podcasts, media appearances, and client meetings.
• Respond to client inquiries regarding ongoing activism campaigns, proxy contests, governance developments, and shareholder voting.
• Collaborate with BI equity, credit, litigation, policy, sustainable finance and industry analysts on cross-sector research.
Qualifications
Required Experience
• 7+ years of experience in one or more of:
o Equity research
o Shareholder activism
o Corporate governance
o Proxy advisory
o Investment banking (shareholder advisory/activism defense)
o Corporate law or securities litigation
o Institutional investing
o Investor relations
Skills
• Exceptional analytical and financial modeling capabilities.
• Outstanding writing skills with the ability to communicate complex issues clearly and concisely.
• Ability to identify emerging themes before they become consensus.
• Strong presentation and public speaking abilities.
• Experience working with large financial datasets and developing proprietary analytical frameworks.
Salary Range = 150,000 - 210,000 USD Annual + Benefits + Bonus
The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.
We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
