Business Intelligence Analyst

Management Level

F

EQ, Next Starts Now

We are EQ, a fintech that connects the future of capital, communications, and governance — building trust and confidence in every market we serve. Our 5,000 employees support over 20 million shareholders and 12,000 leading organizations globally. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before.

With the integration of Notified, EQ is the only global technology partner dedicated to both public relations and investor relations solutions.

***This role will be hybrid based out of our office located at 28 Liberty Street in NYC

Role Summary

We are seeking a skilled Business Intelligence Analyst whose role will be to collect and interpret raw data, transforming it into actionable material for the development of market reports and strategic recommendations for our clients.

Core Duties/Responsibilities

The successful candidate will be responsible for the following:

• Provide clients with Ownership intelligence concerning their institutional investors and what is driving trading in equity markets
• Deliver regular reports concerning ownership intelligence throughout the c-suite of publicly traded companies
• Help clients with targeting institutional investors in line with public companies
• Build and retain client relationships while identifying potential challenges and growth opportunities
• Remain fluent on market trends as well as on trends regarding best practices in investor relations, shareholder targeting, corporate governance and shareholder engagement
• Continuously analyze client feedback and market trends to assist in development of new products and services that can better suit our clients’ needs
• Serve as an extension of publicly traded companies’ investor relations teams, assisting in a myriad of requests and providing support for critical deliverables
• Provide accurate and timely generation of client deliverables in a fast-paced, high-pressure environment
• Identify leading institutional buyers and sellers of clients’ stocks and provide insight, color and context around the movements
• Deliver regular reports and updates regarding stock performance, noteworthy institutional movements, and aberrational trading

Skills, Capabilities and Attributes

The successful candidate will demonstrate the following experience, skills and behaviors:

• BA/BS degree is preferred
• Financial services and/or securities industry experience
• 5+ years of Capital Markets experience centered on Investor Relations preferred
• Strong understanding around ownership intelligence and associated influences
• Executive presence and the ability to articulate at the C-Suite level
• Experience using artificial intelligence (AI) tools to support data analysis, research, reporting and workflow efficiency, with attention to accuracy and data confidentiality.
• Familiarity with customer relationship management (CRM) systems to maintain client records, track interactions, manage follow-ups and identify relationship growth opportunities.

Compensation

• $120,000 - $130,000 annually

Equal Opportunity Statement

We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

Please note any offer of employment is subject to satisfactory pre-employment screening checks.

About Us

Equiniti is a global fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. With more than 5,000 employees supporting over 20 million shareholders and 15,000 organizations worldwide, our mission is to digitize and modernize every aspect of shareholder interaction.

Equiniti is uniquely positioned as the only global technology partner serving both investor relations and public relations professionals, creating a powerful platform at the intersection of reputation, disclosure, and engagement.