Lead, Special Situations Research & Strategy

Blue-Signal-Search; New York (NY); On-site; USD 350,000 - 600,000; Full time

Benefits offered by this job

Executive compensation

Incentive program

Benefits package

Career growth

Strategic impact

Job summary

Blue-Signal-Search is seeking a Head of Special Situations Research in Manhattan, NY, to lead a premier platform serving sophisticated institutional investors. You will shape strategy, drive original ideas, and mentor a talented team, influencing investment decisions across complex corporate events.

Ideal candidates combine deep fundamental research, advanced financial modeling, and strong communication skills.

Qualifications

• 8–10+ years producing institutional quality research.
• Extensive experience in special situations, event-driven investments, or similar equity strategies.
• Strong financial modeling, valuation and fundamental research abilities.
• Proven ability to generate original investment ideas with independent analysis.
• Experience communicating with institutional investment professionals and sophisticated participants.
• Demonstrated leadership with mentoring and team development.
• Comfort with AI-assisted research tools alongside traditional methodologies.
• Excellent written and verbal communication; ability to simplify complex concepts.

Responsibilities

• Develop and lead the firm's special situations research strategy with high analytical standards.
• Generate differentiated investment opportunities across event-driven situations and catalysts.
• Produce institutional-grade research with rigorous analysis and independent judgment.
• Build detailed financial models evaluating business fundamentals and transaction outcomes.
• Guide research from concept to publication, ensuring quality and rigor.
• Coach and develop junior professionals to create a high-performing team.
• Leverage primary research methods, including industry outreach and interviews.
• Apply AI-enabled tools to improve productivity while maintaining independent analysis.
• Present recommendations through publications, client meetings, and conferences.
• Develop relationships with institutional investors through clear, compelling communications.
• Contribute to long-term growth with new ideas and strategic initiatives.

Skills

Leadership

Institutional research

Financial modeling

Orig investment ideas

Communication with institutions

AI tools usage

Mentoring

Job description

Blue-Signal-Search is seeking a Head of Special Situations Research in Manhattan, NY, to lead a premier platform serving sophisticated institutional investors. You will shape strategy, drive original ideas, and mentor a talented team, influencing investment decisions across complex corporate events.

Ideal candidates combine deep fundamental research, advanced financial modeling, and strong communication skills.