CareerPlan

VP/Head of Research, Merger Arbitrage

New York, New YorkFull-time$200k–$250k2026-07-28 → 2026-11-13
Based in United States

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