Special Situations Research Analyst

Let’s be #BrilliantTogether

ISS Stoxx is hiring! We are seeking an Analyst to join our Special Situation Research (SSR) team. SSR researches and analyzes corporate events (such as acquisitions, mergers, proxy contests, or shareholder proposals) that are contentious or high profile, and then recommends actions for institutional shareholders. A successful candidate will have exceptional writing abilities, particularly for explaining complex legal, financial, or quantitative concepts. Additional necessary skills include critical reading, financial analysis, and tactful interview skills.

Responsibilities

• Research, draft, and edit professional-quality, well-reasoned analyses of contentious corporate situations, including mergers, acquisitions, and contests for corporate control, in support of proxy voting recommendations for institutional shareholders.
• Gain understanding of investment and shareholder issues through fundamental research, including analysis of corporate strategy and financial statements, and applying ISS' analytic frameworks and policy guidelines.
• Lead or participate in engagement meetings and calls with corporate executives, directors, and financial and legal advisors, as well as institutional investors, as part of ISS’ research process.
• Develop market overviews and produce research notes that demonstrate thought leadership on developing trends, emerging situations and tactics, and other timely subjects for internal and external clients.
• Maintain a database of potentially contentious corporate situations.
• Review the work, and contribute to the development, of research analysts from other functional teams and regions.
• Answer internal/external client/issuer queries on research reports and participate in discussions to support ISS policy development.
• Contribute to seasonal reviews, Bulletin Calls, and other client-focused research reports.
• Actively participate in various working committees and/or projects.
  
  

Qualifications

• MBA in Finance or CFA holder with at least 1 to 3 years of directly relevant experience, or an undergraduate degree with at least 5 years of experience in M&A / investment / equity analysis and research.
• Comfort with ambiguity; ability to prioritize, anticipate, and deliver multiple, sometimes competing objectives within tight timeframes.
• Strong teamwork skills, particularly the abilities to continually develop oneself and one's colleagues, anticipate emerging issues, and plan for success.
• Understanding of valuation methodologies, corporate transactions, and capital markets.
• Deep understanding of financial and non-financial investor concerns, especially the role of corporate governance from an investor perspective.
• Excellent oral and written communication skills.
• Strong analytical ability, including financial and quantitative literacy and attention to detail.
  
  

LOCATION

• Washington, DC: A modern, open-floor workspace on Rhode Island Avenue in Northwest DC, with an onsite gym and convenient metro access.
  
  

Compensation

• The Washington, DC expected base pay range is $110,000- $125,000 per year. Exact compensation may vary based on skills, experience, and level of education.
• This role is bonus or sales incentive eligible.
  
  

#MidSenior #Analyst

What You Can Expect From Us

At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow—professionally and personally.

Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success.

Let’s empower, collaborate, and inspire.

Let’s be #BrilliantTogether.

About ISS STOXX

ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit.

Founded in 1985 as Institutional Shareholder Services (ISS) Inc., ISS Governance is a leading global provider of independent and objective shareholder meeting research and recommendations, providing multiple voting policy choices as well as end-to-end workflow solutions for institutional investors. More than 1,600 clients worldwide utilize ISS Governance’s actionable expertise to help them make informed investment stewardship decisions, and to help them manage their voting responsibilities. Covering over 50,000 meetings annually, ISS Governance leverages its extensive global footprint, deep experience, high quality data and analysis, unified client support, and technology infrastructure to continuously evolve and extend its innovative suite of solutions to meet clients’ evolving portfolio, fiduciary, and stewardship requirements.

Visit our website: https://www.issgovernance.com

View additional open roles: https://www.issgovernance.com/join-the-iss-team/

We Are Proud To Offer The Following Featured Benefits

• Medical, Dental, and Vision coverage
• 401(k) with a company match up to 9%, including a Safe Harbor contribution
• Flexible Spending Account (FSA) and commuter benefit programs
• Generous paid time off
• Volunteer Day
• Paid parental leave
• Hybrid working options
  
  

Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as “protected status”). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view https://www.dol.gov/agencies/ofccp/posters.

ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ISS_Careers_Accommodations@issgovernance.com. This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.