Bloomberg

Overview

Bloomberg Intelligence (BI) delivers independent, data-driven research and interactive datasets integrated into the Bloomberg Terminal, helping investment professionals make decisions faster. With 500+ research professionals, BI provides company, credit, industry and strategy research across major global markets, covering 135+ industries and 2,000+ companies, including perspectives on company fundamentals as well as government policy, litigation, corporate governance and sustainable finance. BI combines analyst expertise with interactive data, proprietary models and emerging technologies, including AI, to deliver faster, deeper and more differentiated research. Our research and datasets are delivered through curated Terminal dashboards and interactive research decks, with underlying data typically one click away, drawing on proprietary Bloomberg sources and 600+ data contributors.

BI’s Global Strategy Team is seeking an experienced analyst to lead our research coverage of corporate governance, shareholder activism, proxy contests and stewardship. This analyst will provide independent, forward-looking research to investors, identifying catalysts, assessing investment implications, and producing differentiated analysis integrated across Bloomberg's research platform.

The ideal candidate combines deep expertise in corporate governance, activism, securities law, proxy advisory, and capital markets with exceptional analytical and writing skills. The role requires translating complex shareholder situations into actionable investment insights for portfolio managers, analysts, and corporate clients.

Key Responsibilities

• Analyze annual meeting agendas, proxy statements, director elections, shareholder proposals, executive compensation votes, and governance structures.

• Evaluate voting recommendations from ISS and Glass Lewis and assess their likely influence on institutional investor voting.

• Produce timely research on activist campaigns, including proxy contests, board refreshment efforts, strategic reviews, breakups, capital allocation initiatives, management succession, and M&A activism.

• Assess the likelihood of activist success, settlement outcomes, board changes, and strategic alternatives.

• Identify companies vulnerable to activist campaigns using financial, governance, ownership, and operational indicators.

• Develop thematic research on evolving activism trends across industries and geographies.

• Monitor developments in proxy advisory regulation, SEC disclosure requirements, and governance best practices.

• Produce company-specific and thematic research identifying investment risks and opportunities before key shareholder catalysts.

• Develop proprietary frameworks for evaluating activism vulnerability and proxy contest outcomes.

• Partner with Bloomberg Product, Engineering, Data, and News teams to expand Bloomberg's activism, governance, and proxy datasets.

• Present research to institutional investors through Bloomberg events, webinars, podcasts, media appearances, and client meetings.

• Respond to client inquiries regarding ongoing activism campaigns, proxy contests, governance developments, and shareholder voting.

• Collaborate with BI equity, credit, litigation, policy, sustainable finance and industry analysts on cross-sector research.

Qualifications

Required Experience

• 7+ years of experience in one or more of:

Skills

• Exceptional analytical and financial modeling capabilities.

• Outstanding writing skills with the ability to communicate complex issues clearly and concisely.

• Ability to identify emerging themes before they become consensus.

• Strong presentation and public speaking abilities.

• Experience working with large financial datasets and developing proprietary analytical frameworks.