POSITION DESCRIPTION
Shareholder Intelligence Analyst
TORONTO, ONTARIO | PROGRESSION TO INDEPENDENT ACCOUNT MANAGEMENT
Position Summary
Carson Proxy Advisors Ltd. is seeking a Shareholder Intelligence Analyst to deliver accurate, voting analysis in support of proxy solicitation, corporate transactions, shareholder engagement and governance assignments. The successful candidate will take responsibility for the quality and timeliness of research and client deliverables, coordinate campaign work with internal colleagues and external stakeholders, and communicate findings clearly and professionally.
The role is structured to progress from analytical and campaign support to independent account management. As the Analyst demonstrates sound judgment, reliable execution and the ability to manage client relationships, the position will expand to include day-to-day ownership of assigned accounts and campaigns, with senior guidance available for complex or sensitive matters.
Key Responsibilities
Shareholder intelligence and analysis· Conduct shareholder identification and ownership research using public filings, market sources, ownership databases and other available research tools.
· Prepare shareholder composition, institutional ownership, shareholder identification and voting analysis reports for client assignments.
· Analyze ownership patterns, voting history, investor policies and relevant market developments to identify key shareholders, potential voting risks and engagement priorities.
· Validate source information, reconcile discrepancies and document assumptions so that analysis is accurate, traceable and clearly qualified where information is incomplete.
· Monitor relevant shareholder activity, activist developments, proxy advisor guidance and governance trends that may affect client objectives or campaign strategy.
· Campaign execution and client service
· Support the planning and execution of annual and special meeting, transaction and other proxy solicitation campaigns, ensuring assigned work meets agreed deadlines and quality standards.
· Coordinate information requests, campaign milestones and issue resolution with clients, brokers, transfer agents, proxy service providers and other relevant parties.
· Prepare client reports, presentations, briefing materials, status updates and recommendations that communicate findings and next steps clearly.
· Support shareholder outreach programs, including campaign setup, call scripts, tracking and follow-up, where required.
· Maintain accurate client, shareholder and industry contact records and handle confidential or market-sensitive information with discretion.
Account Management ProgressionInitially, the Analyst will work with senior team members on research, reporting and campaign delivery. With demonstrated performance, the role will assume increasing responsibility for assigned accounts, including client communications, work plans, deliverables, timelines and campaign coordination. The expected progression is to manage day-to-day client relationships and campaigns independently, present analysis and recommendations to clients, and escalate material risks or sensitive matters appropriately.
Qualifications and Experience
· A university degree in finance, business, law or a related field, or an equivalent combination of education and relevant experience.
· Demonstrated ability to analyze complex information, identify inconsistencies and produce accurate, well-supported work under time-sensitive conditions.
· Strong written and verbal communication skills, including the ability to explain analytical findings and communicate professionally with clients and industry contacts.
· Proficiency in Microsoft Office, particularly Excel is required.
· Relevant experience in shareholder intelligence, proxy solicitation, investor relations, financial research, corporate actions or a related analytical or client-service role.
· Experience with shareholder ownership research tools, SEDAR+ or proxy campaigns is an asset.
· Strong organizational, problem-solving and prioritization skills, with the ability to manage multiple assignments and take accountability for deliverables.
· Sound judgment, discretion and professionalism when handling confidential or market-sensitive information.
· Knowledge of capital markets, corporate governance and shareholder engagement, or the ability to develop this knowledge quickly.
What We Offer:
· Competitive salary and comprehensive benefits package.
· Opportunities for professional development and career growth.
· A collaborative, innovative, and inclusive work environment.
Application Process
Please submit a resume and cover letter to careers@carsonproxy.com. The cover letter should outline relevant experience in shareholder analysis, proxy campaigns or client account coordination.
