Note: The job is a remote job and is open to candidates in USA. MacKenzie Partners, Inc. is a full-service proxy solicitation and advisory firm providing strategic advice and shareholder engagement services. The Stock Surveillance Analyst will monitor trading activity and shareholder movements, analyze market data, and prepare surveillance reports. The role also supports proxy and M&A campaigns, maintains tracking tools, and communicates findings to internal teams and clients.
Responsibilities
- The analyst will monitor trading activity and shareholder movements, analyze market data, and prepare weekly and, as needed, daily and periodic surveillance reports for internal teams and clients across all industry groups
- This role involves interpreting ownership changes, identifying potential activist or arbitrage positions, and supporting proxy and M&A campaigns with timely intelligence
- The analyst will collaborate with senior consultants, maintain databases and tracking tools, and present findings in clear written and verbal formats
- The position requires careful attention to detail, consistent documentation, and the ability to work under time-sensitive conditions
Skills
- Strong analytical skills with the ability to interpret complex trading, ownership, and market data
- Solid understanding of finance and capital markets; familiarity with trading environments and securities
- Effective communication skills, including clear report writing and professional client-facing interactions
- Experience in surveillance, market monitoring, or related intelligence and research functions
- Proficiency with Excel and data analysis tools; experience with market data platforms is a plus
- Detail-oriented, organized, and able to manage multiple time-sensitive projects simultaneously
- Ability to work collaboratively in a remote team environment supporting our primary office in New York, NY
- Bachelor's degree in Finance, Economics, Business, or a related quantitative field helpful, but not strictly required
Benefits
- Full-time, remote role after onboarding
- Remote team environment supporting our primary office in New York, NY
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