Vice President, Research - Event Driven Strategies

Responsibilities

• Support Portfolio Managers in evaluating M&A transactions, including deal terms and consideration structure.
• Conduct fundamental research on transaction parties, reviewing merger agreements, proxy statements, and company filings.
• Analyze legal, tax, and regulatory factors affecting deal completion and timing.
• Build and maintain financial models and spread/return scenarios for existing and prospective positions.
• Monitor active positions, tracking regulatory developments, company fundamentals, and market news.
• Assist in sizing and structuring positions across equities, options, and other instruments.
• Prepare written summaries and updates on deal status for internal discussions and risk reviews.
• Maintain and enhance the team's tools and databases for tracking merger arbitrage deals.
• Collaborate with analysts, traders, and risk management professionals in a fast-paced environment.

Qualifications

• 4-10 years of relevant experience in investment banking, equity research, transaction advisory, or hedge funds.
• Bachelor's degree in Finance, Economics, Accounting, or a related field with a strong academic record.
• Proficiency in financial modeling, valuation, and quantitative skills, with advanced Excel skills.
• Familiarity with M&A deal structures, corporate transactions, and capital markets fundamentals.
• Working knowledge of Bloomberg and market data tools, or a quick ability to learn them.
• Excellent written and verbal communication skills for concise deal information synthesis.
• Expertise or willingness to learn and utilize AI tools for research, modeling, and productivity.
• Analytical rigor to dissect merger agreements and identify risk factors and profit drivers.
• Attention to detail in modeling, monitoring, and reporting.
• Intellectual curiosity to proactively research legal, regulatory, and industry dynamics.

Salary: $175,000 - $225,000 + discretionary bonus

#LI-PM1