Analyst, Shareholder Advisory
Current• Reviewed documentation including public filings, press releases and proxy materials. • Aggregated and compiled market intelligence to monitor shareholder positions and trading activities. • Contributed to vulnerability analyses for contested transactions. • Prepared and interpreted proxy voting reports for public issuer annual and special shareholder meetings. • Reconciled vote discrepancies by collecting and analyzing information. • Acted as a liaison between intermediaries, transfer agents and custodians.