FactSet is a leader in providing research and analytical tools to finance professionals. FactSet offers instant access to accurate financial data and analytics around the world. FactSet clients combine hundreds of databases from industry-leading suppliers into a single powerful information system.
FactSet Corporate Governance (Shark) provides comprehensive corporate activism, takeover defenses, corporate governance, and proxy proposals data of thousands of public companies incorporated in the United States and other global regions.
The primary responsibility of the Research Analyst (RA) is to conduct extensive research from different sources including press releases, financial reports, presentations, exhibits, and US SEC filings among others. The RA continuously tracks information relating to corporate governance, events, and different types of activism and accurately and concisely transposes relevant information into internal database/s. The RA is expected to be trained on multiple processes handled by the team (Activism, Charters, Proposals, Governance, Poison Pill, or N-PX)
JOB RESPONSIBILITIES
- Monitor corporate events such as shareholder meetings from various sources like EDGAR and company websites
- Collect, analyze and process financial market information from various data sources and into the database/s utilized by the team
- Understand shareholder actions and activist intentions
- Keep track of corporate actions including adoption of certain company policies and procedures
- Encode meeting agenda and vote results into the database/s
- Maintain company records, making sure that all information is correct, and updates are reflected real time
- Analyze documents and make changes according to set guidelines or methodologies
- Participate in meetings related to ad hoc enhancements and testing
- Work on data clean-ups and other projects like documentation
- Coordinate with Quality Analysts on feedback relating to work and make immediate changes as needed
- Communicate effectively with other members of the team, both locally and globally
- Report critical issues promptly
- Perform other tasks assigned by the Team Leader/Management
JOB REQUIREMENTS
- Graduate in Commerce / Business Management / Finance / Accounting / Economics or equivalent
- Computer Literacy Effectively use the database and software for collection and processing of content/data
- Numerical skills To ensure understanding of the financial data to be collected and/or processed
- Analytical skills and detail orientation To ensure accuracy of data
- Knowledge of financial markets and accountancy (as needed) To ensure effective understanding of assigned content/market
At FactSet, we celebrate diversity of thought, experience, and perspective. We are committed to disrupting bias and a transparent hiring process. All qualified applicants will be considered for employment regardless of race, color, ancestry, ethnicity, religion, sex, national origin, gender expression, sexual orientation, age, citizenship, marital status, disability, gender identity, family status or veteran status. FactSet participates in E-Verify.
Returning from a break?
We are here to support you! If you have taken time out of the workforce and are looking to return, we encourage you to apply and chat with our recruiters about our available support to help you relaunch your career.
What We Do
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year.
As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
