ISS | Institutional Shareholder Services
Special Situations Research Analyst
ISS | Institutional Shareholder Services, Washington, District of Columbia, us, 20022
Analyst – Special Situation Research (SSR) Team
ISS Stoxx is hiring 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 recommends actions for institutional shareholders. A successful candidate will have exceptional writing abilities, particularly for explaining complex legal, financial or quantitative concepts, plus 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 1‑3 years of directly relevant experience, or an undergraduate degree with at least 5 years of experience in M&A, investment or 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 ability 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.
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
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.
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.
Equal Employment Opportunity 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. For more information, see 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 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Analyst
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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 1‑3 years of directly relevant experience, or an undergraduate degree with at least 5 years of experience in M&A, investment or 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 ability 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.
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
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.
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.
Equal Employment Opportunity 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. For more information, see 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 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.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Analyst
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