Director, Investment Research

Role Overview

The Director of Investment Research is a senior leadership role responsible for overseeing the investment research across asset classes and strategies. The role sets research frameworks, ensures high-quality investment insights, and works closely with Portfolio Managers (PMs) and senior investment leadership to drive consistent, alpha-generating investment decisions.

This position plays a critical role in shaping investment views, portfolio construction inputs, and long-term investment strategy while maintaining rigorous governance and risk discipline.

Key Responsibilities

Investment Research Leadership

• Define research priorities, coverage universe, and analytical standards aligned with firm-wide investment objectives.

• Establish and maintain a robust research process, including idea generation, due diligence, valuation methodologies, and post-investment review.

Investment Decision Support

• Partner closely with Portfolio Managers to provide high-conviction investment ideas and risk-adjusted return insights.

• Review and challenge investment theses to ensure disciplined decision-making and downside risk awareness.

• Present research views, portfolio implications, and market outlooks to investment committees and senior management.

Strategy & Thought Leadership

• Contribute to the development of medium- and long-term investment strategy and asset allocation perspectives.

• Provide macroeconomic, sectoral, and thematic insights to support portfolio positioning.

• Represent the investment team in internal forums and, where appropriate, to external stakeholders and clients.

Governance, Risk & Process

• Ensure compliance with internal investment policies, regulatory requirements, and best-practice research governance.

• Oversee documentation, approval, and monitoring of investment recommendations.

• Collaborate with risk management, compliance, and operations teams to maintain strong investment controls.

Required Qualifications & Experience

• Master's degree or PhD in Finance, Economics, or a related discipline.

• Professional qualifications such as CFA strongly preferred.

• 10-15+ years of buy-side or high-quality sell-side investment research experience, with demonstrated leadership responsibility.

• Strong track record of investment insight generation and contribution to portfolio performance.

• Deep understanding of financial markets, valuation techniques, and risk management principles.

Key Skills & Competencies

• Strategic thinking with strong investment judgment

• Leadership and people management excellence

• Advanced financial modeling and valuation expertise

• Strong communication and presentation skills

• Ability to challenge assumptions and manage investment risk

• High integrity and adherence to fiduciary standards