Director of Research
Job Summary:
The Director of Research will lead the firm’s research creation, analysis, and communication of insights across various industries. This role requires a strategic leader who can drive the development of cutting-edge research and analysis that informs thematic narratives, investment theses and targets for clients and supports the firm’s overall objectives. The Director of Research will assist in developing a best-in-class research product, fostering a culture of excellence, collaboration, and innovation.
Key Responsibilities:
Leadership & Strategy:
- Build, lead and manage the research efforts to ensure high-quality, data-driven, and actionable insights are delivered consistently
- Develop and implement the firm’s research strategy, aligning with business goals and client opportunities
- Work closely with senior leadership to determine, plan and execute business development opportunities
Research & Analysis:
- Oversee and evaluate client-specific and company-level research to identify opportunities and trends
- Produce well written reports
- Leverage a suite of resources and databases (e.g. Frost & Sullivan, Forrester, Gartner, IBISWorld)
Collaboration & Communication:
- Act as the primary liaison between the research team and key stakeholders, including clients, bankers and members of the internal team
- Present complex research findings in a clear and concise manner to both technical and non-technical audiences
- Collaborate with other departments (e.g. execute, source, private capital, valuations) to ensure research is aligned with broader organizational goals
Innovation & Continuous Improvement:
- Stay updated with the latest market trends, economic developments and technology
- Encourage a culture of continuous improvement and foster innovative thinking within the research team.
Client Engagement (if applicable):
- Engage with clients to present key research findings, insights, and recommendations, showcasing the firm’s expertise in research
- Build and maintain strong relationships internally
Required Qualifications:
Education: Bachelor’s degree required
Experience:
- Minimum of 5-10 years of experience in financial and/or market research
- Strong expertise in financial markets, macroeconomic analysis, asset-level assessment and valuation
- Extensive experience in creating and presenting actionable research insights to senior executives and clients
Skills & Competencies:
- Strong quantitative and qualitative research skills
- Ability to leverage AI tools and build systems to enhance automation and scalability
- Exceptional written and verbal communication
- Ability to think strategically, with a focus on long-term goals and business growth
- Entrepreneurial mindset
- Demonstrated history of professionalism, accountability, resourcefulness and integrity
