the client is seeking a highly accomplished investment professional to lead a special situations research platform serving sophisticated institutional investors. In this senior leadership role, you will shape the research strategy and help drive original investment ideas across complex corporate events. The position emphasizes deep fundamental research expertise, strong communication, advanced financial modeling, and a commitment to uncovering differentiated opportunities, with meaningful visibility and strategic influence.
you will develop and lead the firm’s special situations research strategy while maintaining exceptionally high analytical standards, generating differentiated investment opportunities across event-driven situations and corporate catalysts. Responsibilities include producing institutional-caliber research supported by rigorous financial analysis and independent investment judgment, building detailed financial models to evaluate business fundamentals, transaction outcomes, and valuation scenarios, and guiding research initiatives from initial concept through publication. You will also coach and mentor junior investment professionals, leverage primary research techniques such as industry outreach and expert interviews, incorporate AI-enabled research tools and modern analytical technologies to improve productivity, and present investment recommendations through written materials and meetings or presentations to institutional investors.
required qualifications include 8 to 10 or more years of experience producing institutional-quality investment research, with extensive experience covering special situations, event-driven investments, or comparable fundamental equity strategies. You should have exceptional financial modeling and valuation capabilities, demonstrated ability to generate original investment ideas backed by independent analysis, and experience communicating directly with institutional investment professionals and sophisticated market participants. Strong leadership and mentorship experience are expected, along with comfort using AI-assisted research tools and outstanding written and verbal communication skills characterized by the ability to clarify complex concepts.