VP/Head of Research, Merger Arbitrage
Core
Lead systematic research and signal development for a merger arbitrage strategy, supporting portfolio management decisions and engaging with institutional clients.
Role type
VP/Head of Research, Merger Arbitrage
Builds
Quantitative models, systematic signals, and investment insights for a merger arbitrage strategy.
Domain
Finance, Merger Arbitrage, Quantitative Research
Deliverable
production ML models
Required skills
Quantitative research methods, Python, SQL, Backtesting, Machine learning, Statistical techniques, Data quality management, Client presentation
Preferred skills
Merger arbitrage experience, Event-driven investing, Portfolio optimization, AI tool application
Technologies
Python, SQL, Machine learning, AI tools
Responsibilities
Design and maintain quantitative models to assess spread dynamics and deal break probability; Identify patterns in active and completed deals using historical data; Monitor and assess active deals across the M&A universe; Engage with company management teams and deal advisors to clarify timelines and assess regulatory risk; Partner with technology teams to enhance research workflows and data pipelines; Present strategy findings and research insights to institutional clients and prospects.
Seniority
VP/Head level, strategic leadership with hands-on research