Senior M&A Research Analyst

The Senior M&A Research Analyst at Glass Lewis is responsible for evaluating corporate transactions and complex shareholder proposals, which involves crafting detailed research notes and recommendations for institutional clients. This role requires a thorough review of regulatory filings such as proxy statements and earnings reports, engaging with both issuers and shareholders on contentious governance topics, and providing guidance to junior Analysts. Analysts contribute to various initiatives outside proxy season, including policy updates and unique research projects.

To excel as a Senior M&A Research Analyst at Glass Lewis, candidates should ideally possess a Bachelor's degree in Finance, Accounting, Economics, or a related field, with an advanced degree being preferred. A CFA Level 2 or higher is a definite requirement, alongside at least 5 years of related experience in financial markets or corporate governance. Applicants should also demonstrate strong analytical writing skills, a keen attention to detail, and robust interpersonal communication abilities.

At Glass Lewis, professional development is a priority. Senior M&A Research Analysts are not only expected to lead by example but also to mentor Analysts, providing training and guidance that helps elevate the entire team's expertise. The collaborative environment encourages continuous learning, allowing Analysts to engage with various research groups and participate in important projects beyond proxy season.

A successful Senior M&A Research Analyst at Glass Lewis should possess exceptional analytical writing and critical thinking skills, enabling them to synthesize complex information effectively. Other essential skills include a strong understanding of equity markets and financial valuation methods, keen attention to detail, the ability to handle tight deadlines, and proficiency in using online data platforms and Microsoft Office Suite.

As a Senior M&A Research Analyst at Glass Lewis, you can look forward to a dynamic range of projects. Key responsibilities include evaluating M&A transactions, analyzing contested proxies, leading issuer and shareholder engagements, and participating in critical research initiatives outside of proxy season. Analysts have the opportunity to contribute to important regulatory updates and collaborate with other research teams to enhance the company's knowledge base.

When addressing this question, be specific about previous M&A transactions you have analyzed. Highlight your methods for evaluating financial metrics, your approach to market research, and how you reached conclusions. Mention any frameworks or processes you employed, showcasing your analytical skills.

Share your strategies for staying informed about regulatory changes. Discuss resources you rely on, such as industry publications, webinars, and networking with professionals in the field. Highlight your proactive approach to understanding how these developments impact M&A transactions and corporate governance.

Focus on your process for breaking down complex data into digestible parts. Describe any analytical frameworks, tools, or software you use to help organize your findings. Emphasize your commitment to clarity in communication and how you tailor recommendations for different stakeholders.

When answering this, provide a specific example that demonstrates your problem-solving abilities. Explain the situation, your approach to de-escalating tensions, and the outcome. Highlight your interpersonal skills and ability to facilitate productive discussions.

Demonstrate your time management skills by discussing your methods for prioritizing high-impact tasks efficiently. Explain how you assess deadlines, gauge the importance of each project, and communicate effectively with your team to ensure smooth operations.

Indicate the various factors you take into account, such as financial implications, regulatory compliance, and the broader impact on corporate governance. Describe your thought process and how you weigh the pros and cons of proposals to make informed recommendations.

Discuss your approach to technical writing, emphasizing clarity and conciseness. Explain how you adapt your style according to the audience and purpose of the research note, ensuring your findings are accessible and informative.

Provide a detailed example of a project where you successfully analyzed M&A transactions or proxy fights. Focus on your specific contributions, the outcomes achieved, and how the project positively impacted your organization or clients.

Elaborate on your strategies for effective collaboration, which may include regular check-ins, clear division of responsibilities, and open lines of communication. Highlight any specific tools or methods you utilize to facilitate teamwork.

Describe your process for analyzing market trends and their implications for governance practices. Discuss how you link market movements to regulatory changes and strategic shareholder actions, showcasing your ability to think critically in a complex environment.