A growing investment management firm is seeking a Director of Research to lead investment analysis efforts and support portfolio decision-making across public and private market opportunities. This individual will be responsible for conducting in-depth research, evaluating investment opportunities, monitoring existing holdings, and helping shape the firm's overall investment strategy.
Key Responsibilities
- Lead fundamental research and due diligence on prospective investment opportunities.
- Develop investment theses, financial models, industry analyses, and company evaluations.
- Monitor portfolio investments and provide ongoing recommendations to the investment team.
- Conduct market, sector, and macroeconomic research to identify emerging trends and risks.
- Prepare investment memoranda, presentations, and reports for internal stakeholders and investment committees.
- Collaborate closely with portfolio managers and senior leadership on portfolio construction and strategic initiatives.
Ideal Background
- 7+ years of experience in equity research, investment management, private equity, investment banking, corporate strategy, or a related investment role.
- Strong analytical, financial modeling, and valuation skills.
- Demonstrated ability to evaluate businesses, industries, and investment opportunities across multiple sectors.
- Excellent written and verbal communication skills with the ability to present complex ideas clearly.
- Self-motivated professional capable of managing multiple research projects in a fast-paced environment.
This is an opportunity to play a leadership role within a collaborative investment team, providing meaningful input into investment decisions and helping drive long-term value creation for clients and stakeholders.