Head OF Research

Head of Special Situations Research On site in Manhattan, NY An established investment research organization is seeking a highly accomplished investment professional to lead a premier special situations research platform serving sophisticated institutional investors. This is a unique opportunity to shape the direction of a respected research practice while driving original investment ideas, mentoring a talented team, and influencing investment decisions across a broad range of complex corporate events. The successful leader will combine deep fundamental research expertise with outstanding communication skills, advanced financial modeling capabilities, and a passion for uncovering differentiated investment opportunities. This role offers significant visibility, meaningful strategic influence, and the opportunity to build upon an already respected institutional research franchise. What You Will Do Develop and lead the firm's special situations research strategy while maintaining exceptionally high analytical standards. Generate differentiated investment opportunities across a wide range of event driven situations and corporate catalysts. Produce institutional caliber research supported by rigorous financial analysis, valuation work, and independent investment judgment. Build detailed financial models that evaluate business fundamentals, transaction outcomes, and valuation scenarios. Guide research initiatives from initial concept through publication while maintaining consistency, quality, and intellectual rigor. Coach, mentor, and develop junior investment professionals, creating a collaborative and high performing research environment. Leverage primary research techniques, including industry outreach, management discussions, channel research, and expert interviews to strengthen investment conclusions. Incorporate AI enabled research tools and modern analytical technologies to improve research productivity while preserving independent analysis. Present investment recommendations through written publications, client meetings, conference calls, webinars, and presentations. Develop trusted relationships with institutional investors by communicating complex investment opportunities with clarity and conviction. Contribute to the long‑term growth of the research platform through new idea generation, product development, and strategic initiatives. Required Qualifications 8 to 10 or more years producing institutional quality investment research. Extensive experience researching special situations, event driven investments, or comparable fundamental equity strategies. Exceptional financial modeling, valuation, and fundamental research capabilities. Demonstrated ability to generate original investment ideas supported by independent analysis. Experience communicating directly with institutional investment professionals and sophisticated market participants. Strong leadership experience with the ability to mentor, develop, and guide research professionals. Comfort using AI assisted research tools alongside traditional investment research methodologies. Outstanding written and verbal communication skills with the ability to simplify complex investment concepts. High intellectual curiosity, sound judgment, attention to detail, and an entrepreneurial approach to research. Preferred Background Experience working within an investment research firm, hedge fund, asset manager, family office, or other institutional investment organization. Knowledge of corporate restructurings, mergers and acquisitions, spin‑offs, recapitalizations, or other complex corporate events. Established credibility within the institutional investment community. Compensation and Benefits Competitive executive level base salary. Performance based incentive opportunity. Comprehensive benefits package. Long term career growth within an expanding institutional investment platform. Opportunity to influence strategy while leading a highly visible research function. #J-18808-Ljbffr