Shareholder Analyst in London

Shareholder Analyst in London

London Full-Time 37800 - 46200 £ / year (est.) Home office (partial)
Equiniti

At a Glance

  • Tasks: Analyse share registers and provide insights to enhance client shareholder engagement strategies.
  • Company: Join EQ, a leading fintech transforming capital and governance interactions globally.
  • Benefits: Flexible work options, competitive pay, wellness benefits, and a supportive culture.
  • Other info: Be part of a diverse team committed to equality and professional growth.
  • Why this job: Make a real impact in the finance sector while growing your career with innovative projects.
  • Qualifications: 6 months' experience in finance and strong analytical skills required.

The predicted salary is between 37800 - 46200 £ per year.

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.

As a Shareholder Analyst, you will be responsible for delivering accurate and insightful share register analysis to support clients' investor relations and shareholder engagement strategies. Working closely with Analytics Client Managers and other internal stakeholders, you will provide high-quality analytical support, helping clients better understand their shareholder base, ownership trends, and market activity. You will play a key role in ensuring exceptional client service through the timely production of reports, analysis, and actionable insights, while contributing to the overall success and growth of the Analytics team.

Location: This is a hybrid role based out of our London (Moor Place) office, with a combination of office-based and remote working.

What Part You Will Play in Our Growth

  • Analyse the client’s share registers in terms of beneficial and institutional ownership at a frequency agreed with the client.
  • Conduct weekly monitoring of significant movements on client share registers, issuing Section 793 notices and alerting clients to unusual activity as required.
  • Issue where relevant Companies Act (“CA”) section 793 notices on behalf of client directly or via the Analytics Administration Team.
  • Co-ordinate with clients the reporting dates and make all the necessary arrangements, internally and externally to facilitate an efficient delivery; including co-ordinating with Analytics Administration team, company registrars and updating client manager reporting schedules.
  • Provide, where requested, peer company institutional ownership data for clients.
  • Ensure that client data is kept up to date on all systems within RD:IR.
  • Ensure quality control of analysed data by checking movements using approved checking procedures.
  • Augment the database by identifying and entering data as appropriate.
  • Supporting the Client Managers with client liaison.
  • Ensure to keep up to date with important industry news / regulation changes.
  • Ensure that the Client Manager remains aware of any potential problems arising amongst clients at the earliest opportunity.
  • Assist in training and supervising of junior team members.
  • Attend client training sessions and review meetings with the Client Manager.
  • Assist in preparing client reports.
  • Make recommendations and participate in the planning and improvement of the overall Analytics team.

Required Knowledge and Skills

  • A minimum of 6 months' experience working in the finance sector.
  • Experience as a Shareholder Analyst or in a similar analytical role is desirable.
  • Educated to degree level or equivalent.
  • Strong financial and capital market knowledge.
  • Strong computer skills.
  • Highly numerate.
  • Good communication skills.
  • Ability to work under pressure & to deadlines.

Why You Will Love Working Here

EQ is recognized as a Top Employer in US, UK and India! Together we offer more than a job, we offer a place to grow. Through hands-on experience, real-world projects, and access to industry-leading tools, you’ll have what you need to build a meaningful career. You’ll join a diverse, global team united by innovation, collaboration, and a shared passion for what we do. With flexible work options, competitive pay, wellness benefits, and a people-first culture, we support your success - both at work and beyond.

Equal Opportunity Statement

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks.

Shareholder Analyst in London employer: Equiniti

Equiniti is an excellent employer that champions a dynamic work culture, offering a hybrid working model that promotes flexibility and collaboration with global teams. Employees benefit from extensive professional development opportunities, allowing for personal growth while contributing to impactful marketing initiatives in the heart of London. With a focus on innovation and customer experience, Equiniti provides a rewarding environment for those looking to make a significant impact in the B2B marketing landscape.

Equiniti

Contact Details:

Equiniti Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Shareholder Analyst in London

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Equiniti. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Shareholder Analyst in London

Share Register Analysis
Investor Relations
Analytical Skills
Financial Knowledge
Capital Market Knowledge
Data Management
Communication Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equiniti.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Equiniti's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Equiniti

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equiniti.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Equiniti will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Equiniti employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.