Experienced Associate, Shareholder Advisory Group - Los Angeles/New York City (Activism Defense)

We are passionate about our business and our culture, and are seeking individuals with that same drive.

Primary Responsibilities: 

As an Associate on the Shareholder Advisory team in Los Angeles or New York City, you will assume significant responsibility and work directly with senior bankers and clients on live and preparatory mandates. Responsibilities include:

• Vulnerability & Defense Analysis: Conduct detailed assessments of clients’ financial and strategic vulnerabilities, shareholder bases, and corporate governance profiles to identify potential activist risks.

• Board-Level Materials: Develop polished, executive-level materials analyzing activist demands, proxy contest scenarios, settlements, and strategic alternatives.

• Live Situation Execution: Provide real-time advice during shareholder activism and hostile M&A mandates, including tactic monitoring and preparation of key response documents.

• Shareholder & Market Intelligence: Track and analyze institutional ownership, regulatory filings, and trading activity to identify potential activist threats and broader market trends.

• Strategic Advisory Integration: Collaborate with M&A, restructuring, and industry teams to provide integrated, strategic advice.

Qualifications: We seek to hire individuals who are highly motivated, intellectually curious, and have a demonstrated track record of excellence.

• MBA from a top-tier business school or 1-3+ years of relevant experience in investment banking, buy-side/sell-side research, M&A law, or corporate strategy.

• Demonstrable interest in M&A, corporate strategy, and a long-term commitment to a career in investment banking.

• Exceptional analytical, quantitative, and communication (both written and verbal) skills.

• High proficiency with Excel, PowerPoint, Bloomberg, and FactSet (or similar data providers).

• A strong work ethic, the ability to perform under pressure in a fast-paced environment, and a team-oriented attitude are essential.

Expected Salary Range: USD $175,000 - $225,000

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.