Director of Investment Strategy

Tide Rock; San Diego (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading investment firm is seeking a Director of Investment Strategy to drive future growth. This role involves identifying investment opportunities through market research and collaboration with key leaders. The ideal candidate will have at least 7 years of experience and an MBA, with deep expertise in investment strategy and market analysis. Responsibilities include developing investment strategies, providing insights to senior leadership, and evaluating emerging trends. This full-time position is located at the company's headquarters in Solana Beach, CA.

Qualifications

• Minimum of 7 years of experience in management consulting, corporate strategy, or investment strategy roles.
• Strong understanding of private equity and investment strategy.
• Experience in developing growth strategies across multiple industries.

Responsibilities

• Develop and refine the firm’s investment strategy.
• Conduct market research and competitive analysis.
• Provide strategic guidance on investment opportunities.
• Collaborate with senior leaders to identify strategic priorities.
• Lead market diligence efforts and evaluate economic factors.

Skills

Management consulting

Corporate strategy

Investment strategy

Market analysis

Financial modeling

Data synthesis

Education

MBA or relevant advanced degree

Job description

We are seeking a Director of Investment Strategy to help in driving the future growth of the firm. This person will identify attractive investment opportunities by assessing high-growth markets and market niches that fit Tide Rock’s investment criteria. This person will conduct market research and collaborate with internal and external leaders to translate data-driven insights into investment theses. The investment theses this person generates will help drive Tide Rock’s platform and add-on acquisition activity. This role requires deep curiosity about industries and business models, attention to detail without losing the forest for the trees, and collaboration with cross-functional subject matter experts.

This is a full-time position located at our headquarters in Solana Beach, CA

POSITION AND SCOPE:

• Develop and refine the firm’s investment strategy by identifying attractive industries, product categories, and customer segments.
• Conduct deep market research, competitive analysis, and trend forecasting to assess investment opportunities.
• Provide strategic guidance on which sectors and business models align best with the firm’s investment philosophy and growth objectives.
• Provide actionable insights and recommendations to senior leadership on emerging trends, technologies, and opportunities.
• Partner with senior leaders across business units to identify and align strategic priorities that drive growth and enhance market competitiveness.
• Support strategic planning by conducting scenario analyses and recommending actionable initiatives.
• Conduct rigorous qualitative and quantitative analyses to address key strategic questions, uncover insights, and inform decision-making.
• Collaborate with the investment team to validate investment theses and assess market positioning for potential deals.
• Lead market diligence efforts, including industry landscapes, TAM (Total Addressable Market) analysis, and customer demand drivers.
• Evaluate macroeconomic and regulatory factors that may impact investment decisions.

Thought Leadership & Internal Strategy

• Act as a thought leader, presenting strategic insights to senior leadership and investment committee.
• Identify white space opportunities for the firm to expand into
• Build and maintain relationships with industry experts, consultants, and research firms to stay ahead of key trends.

SKILLS & EXPERIENCE REQUIRED

• Minimum of 7 years of experience in management consulting, corporate strategy, or investment strategy roles.
• MBA or relevant advanced degree preferred.
• Strong understanding of private equity, investment strategy, and market analysis.
• Deep expertise in market research, competitive analysis, and financial modeling.
• Experience developing growth strategies and evaluating business models across multiple industries.
• Proven ability to synthesize complex data into clear recommendations for senior leadership.