VP, M&A Research & Event-Driven Investing

Cantor Fitzgerald; New York (NY); On-site; USD 175,000 - 225,000; Full time

Job summary

Cantor Fitzgerald in New York seeks a Research Analyst for the Event Driven Team to evaluate M&A transactions and investment opportunities, collaborating with Portfolio Managers to analyze legal, tax, and regulatory factors that impact deal outcomes and profitability.

You will build financial models, monitor positions, and contribute to risk reviews while supporting sizing and structuring across equities and other instruments. Strong Excel, Bloomberg, and AI proficiency required.

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.

Responsibilities

• Evaluate M&A transactions and deal terms for the team.
• Review merger agreements, proxy statements, and filings.
• Analyze legal, tax, and regulatory factors affecting deals.
• Build and maintain financial models and return scenarios.
• Monitor positions and track regulatory developments and market news.
• Assist in sizing and structuring positions across equities, options, etc.
• Prepare written summaries on deal status for risk reviews.
• Maintain and enhance tracking tools and databases for merger arbitrage.
• Collaborate with analysts, traders, and risk professionals in a fast-paced environment.

Skills

Financial modeling

Valuation

Excel proficiency

Bloomberg

AI tools for research

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Bloomberg Terminal

Excel

Job description

Cantor Fitzgerald in New York seeks a Research Analyst for the Event Driven Team to evaluate M&A transactions and investment opportunities, collaborating with Portfolio Managers to analyze legal, tax, and regulatory factors that impact deal outcomes and profitability.

You will build financial models, monitor positions, and contribute to risk reviews while supporting sizing and structuring across equities and other instruments. Strong Excel, Bloomberg, and AI proficiency required.