... their business. * Assist in developing strategic recommendations related to shareholder ... Support execution of activism and M&A defense assignments, contested M&A, proxy campaigns, and ...
... their business. * Assist in developing strategic recommendations related to shareholder ... Support execution of activism and M&A defense assignments, contested M&A, proxy campaigns, and ...
Investment Banking Associate - Shareholder Engagement and Activism Advisory
Manhattan, NY · On-site
$175K - $225K/yr
... their business. * Assist in developing strategic recommendations related to shareholder ... Support execution of activism and M&A defense assignments, contested M&A, proxy campaigns, and ...
Investment Banking Associate - Shareholder Engagement and Activism Advisory
Manhattan, NY · On-site
$175K - $225K/yr
... their business. * Assist in developing strategic recommendations related to shareholder ... Support execution of activism and M&A defense assignments, contested M&A, proxy campaigns, and ...
Associate - PJT Camberview (Shareholder Advisory - Strategic IR)
New York, NY · On-site
$200K - $250K/yr
... activism and contested situations, ESG and sustainability and other complex corporate governance ... Prepare senior leaders for pitch meetings with potential clients * Assist in creation of company ...
Associate - PJT Camberview (Shareholder Advisory - Strategic IR)
New York, NY · On-site
$200K - $250K/yr
... activism and contested situations, ESG and sustainability and other complex corporate governance ... Prepare senior leaders for pitch meetings with potential clients * Assist in creation of company ...
Senior Associate, Investor Relations
New York, NY · On-site
$100K - $130K/yr
Responsibilities: * Assist in the development, management, and execution of long-term IR programs ... Ability to support projects related to shareholder activism or proxy season under guidance
Senior Associate, Investor Relations
New York, NY · On-site
$100K - $130K/yr
Responsibilities: * Assist in the development, management, and execution of long-term IR programs ... Ability to support projects related to shareholder activism or proxy season under guidance
Senior Associate, Investor Relations
New York, NY · On-site
$100K - $130K/yr
Responsibilities: * Assist in the development, management, and execution of long-term IR programs ... Ability to support projects related to shareholder activism or proxy season under guidance
Senior Associate, Investor Relations
New York, NY · On-site
$100K - $130K/yr
Responsibilities: * Assist in the development, management, and execution of long-term IR programs ... Ability to support projects related to shareholder activism or proxy season under guidance
... such as shareholder activism and securities law. Serve as central coordination point when ... Serve as a member of the TRPA ESG Investing Committee, and assist with preparation for this group ...
... such as shareholder activism and securities law. Serve as central coordination point when ... Serve as a member of the TRPA ESG Investing Committee, and assist with preparation for this group ...
Investment Banker - M&A Vice President
New York, NY · On-site
$250K - $275K/yr
... shareholder activism and takeover defense, underpinned by one of the world's largest and most ... Educational resources, matching gift and volunteer programs What You'll Do * Assist in the ...
Investment Banker - M&A Vice President
New York, NY · On-site
$250K - $275K/yr
... shareholder activism and takeover defense, underpinned by one of the world's largest and most ... Educational resources, matching gift and volunteer programs What You'll Do * Assist in the ...
Investment Banking and Capital Markets - M&A Associate
New York, NY · On-site
$250K - $275K/yr
... shareholder activism and takeover defense, underpinned by one of the world's largest and most ... Educational resources, matching gift and volunteer programs What You'll Do * Assist in the ...
Investment Banking and Capital Markets - M&A Associate
New York, NY · On-site
$250K - $275K/yr
... shareholder activism and takeover defense, underpinned by one of the world's largest and most ... Educational resources, matching gift and volunteer programs What You'll Do * Assist in the ...
Administrative Assistant - PJT Camberview
New York, NY · On-site
$85K - $100K/yr
... on shareholder engagement, strategic investor relations, activism and contested situations, ESG and sustainability and corporate governance. Role & Responsibilities PJT Camberview seeks an ...
Administrative Assistant - PJT Camberview
New York, NY · On-site
$85K - $100K/yr
... on shareholder engagement, strategic investor relations, activism and contested situations, ESG and sustainability and corporate governance. Role & Responsibilities PJT Camberview seeks an ...
Public Companies & Governance Attorney
$245K - $265K/yr
Advise on corporate governance matters , including executive succession, shareholder proposals, activism, and crisis management. * Assist with significant governance transactions and regulatory ...
Quick apply
Public Companies & Governance Attorney
$245K - $265K/yr
Advise on corporate governance matters , including executive succession, shareholder proposals, activism, and crisis management. * Assist with significant governance transactions and regulatory ...
Have a firm understanding of each client's shareholder base and sell-side analyst coverage * Help ... Continuously contribute to the growth of the Financial Communications Practice function * Assist ...
Have a firm understanding of each client's shareholder base and sell-side analyst coverage * Help ... Continuously contribute to the growth of the Financial Communications Practice function * Assist ...
Expert Advisory Board Member
Manhattan, NY · On-site
Our primary public markets activism strategy involves identifying undervalued companies where ... Contribute to diligence. Assist with pre‑campaign due diligence by reviewing operational ...
Expert Advisory Board Member
Manhattan, NY · On-site
Our primary public markets activism strategy involves identifying undervalued companies where ... Contribute to diligence. Assist with pre‑campaign due diligence by reviewing operational ...
Consultant, Financial Communications - Capital Markets
New York, NY · On-site
$68K - $90K/yr
Have a firm understanding of each client's shareholder base and sell-side analyst coverage * Help ... Continuously contribute to the growth of the Financial Communications Practice function * Assist ...
Consultant, Financial Communications - Capital Markets
New York, NY · On-site
$68K - $90K/yr
Have a firm understanding of each client's shareholder base and sell-side analyst coverage * Help ... Continuously contribute to the growth of the Financial Communications Practice function * Assist ...
Assistant Shareholder Activism information
What is the difference between Assistant Shareholder Activism vs Shareholder Engagement Specialist?
| Aspect | Assistant Shareholder Activism | Shareholder Engagement Specialist |
|---|---|---|
| Credentials | Relevant finance, law, or business degrees; certifications like CFA or CFA-related | Business, finance, or communication degrees; certifications vary |
| Work Environment | Financial firms, activist groups, or corporate offices focused on activism campaigns | Corporate offices, investor relations teams, or consulting firms |
| Industry Usage | Used in investment firms, activist organizations, and corporate governance | Common in investor relations, corporate communications, and shareholder relations |
Assistant Shareholder Activism involves supporting or leading efforts to influence company policies through activism campaigns, often requiring financial analysis and strategic planning. Shareholder Engagement Specialists focus on maintaining positive relationships with shareholders, communicating company strategies, and addressing investor concerns. While both roles involve interaction with shareholders, Assistant Shareholder Activism is more advocacy-driven, whereas Shareholder Engagement is relationship management.

$175K - $225K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 26 days ago
Job description
Location: New York, NY
About Jefferies
Jefferies is a leading global, full-service investment banking and capital markets firm, providing advisory, financing, sales and trading, research, and wealth management services to clients worldwide. Our Shareholder Engagement & Activism Advisory team advises corporate boards, management teams, and investors on matters involving shareholder relations, activism and hostile takeover preparedness and response, value creation initiatives, strategic transactions, and corporate governance.
Position Summary
Jefferies is seeking an experienced and highly motivated Associate to join its Shareholder Engagement & Activism Advisory team in New York. The Associate will play a critical role in advising public company clients on live activist campaigns, activist defense and hostile M&A preparedness programs, shareholder engagement strategies, investor sentiment analysis, strategic alternatives, governance matters and special situations.
The successful candidate will work closely with senior bankers, corporate executives, boards of directors, legal advisors, and institutional investors while contributing to some of the most complex and high-profile shareholder and activism and hostile M&A-related engagements in the market.
Key Responsibilities
Client Advisory & Execution
- Support senior bankers in advising public company clients on activism and hostile M&A preparedness and response strategies, as well as shareholder engagement strategies and programs.
- Conduct analysis of shareholder bases, ownership trends, investor behavior, governance structures, and voting patterns.
- Analyze the activism landscape and prepare insightful analyses to help clients understand the dynamics shaping the activism universe and how it could impact their business.Â
- Assist in developing strategic recommendations related to shareholder communications, governance enhancements, capital allocation, and value creation initiatives.
- Support execution of activism and M&A defense assignments, contested M&A, proxy campaigns, and special shareholder matters.
Financial & Strategic Analysis
- Analyze activist investment theses and prepare assessments of strategic, operational, and financial implications.
- Evaluate shareholder concerns, voting dynamics, and market perceptions impacting clients.
- Investigate trading patterns of securities and implications on investor sentiment
- Monitor activism trend developments, activist campaigns, governance trends, and regulatory changes.
- Understand shareholder rights and market practices across different geographic regions
Presentation & Marketing
- Prepare high-quality client presentations, board materials, investor communications, and strategic reviews.
- Assist in the development of business development materials and thought leadership initiatives.
- Develop rebuttal decks for live proxy fights or contested M&A
- Coordinate internal resources and contribute to pitch processes and client meetings.
Project Management
- Manage multiple workstreams across active client engagements.
- Coordinate with legal counsel, proxy solicitors, public relations advisors, governance consultants, and other external advisors.
- Mentor and oversee Analysts, ensuring high-quality execution and professional development.
Qualifications
Required
- Bachelor's degree in finance, Economics, Accounting, Business, or a related field.
- 3-5 years of relevant experience in investment banking, shareholder advisory, activism defense, corporate governance advisory, M&A, strategic consulting, proxy advisory, or related fields.
- Strong financial modeling and valuation skills.
- Exceptional analytical, quantitative, and problem-solving abilities.
- Excellent written and verbal communication skills.
- Demonstrated ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Advanced proficiency with Excel, PowerPoint, AI and financial databases.
Preferred
- MBA, JD or similar advanced degreeÂ
- Experience advising public company boards and executive teams.
- Knowledge of corporate governance, proxy mechanics, shareholder engagement, and activist investing.
- Understanding of institutional investor behavior and stewardship trends.
- Experience with contested M&A, activist campaigns, or special situations advisory.
Salary Range: $175,000 - $225,000
#LI-DNI
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual's experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
About Jefferies
Sourced by ZipRecruiter
Industry
Investment banking and securities dealing
Company size
10,000+ Employees
Headquarters location
New York, NY, US
Year founded
1962