Head of Research & Intelligence

Position Title: Head of Research & Intelligence
Location: Remote / Hybrid
Reports To: Managing Partner
Compensation: Market-driven deferred salary performance-linked incentives and equity participation
Search Mandate: Yorktown Search Partners is conducting a confidential executive search on behalf of a growing investment and advisory platform operating across private markets media and strategic capital transactions.

Role Overview:

Yorktown Search Partners has been retained to recruit a Head of Research & Intelligence for a confidential client building a next-generation research and insight function to support origination investment decision-making capital raising and advisory delivery. Operating across private capital special situations and media-driven transactions the firm requires a research leader to deliver institutional-grade intelligence and foresight in support of deal flow and client value.

This senior-level role is designed for a strategist who brings rigor creativity and precision to trend analysis sector research and market intelligence. You will architect the firms proprietary research platforms produce high-impact content and provide actionable insights to inform investment theses pitch materials and thought leadership.

Compensation includes a market-driven deferred salary performance-linked incentives and long-term equity participation aligning rewards with strategic contribution and firm-wide success.

Key Responsibilities:

Intelligence Strategy & Execution:

• Build and lead the firms research strategy across key sectors including aviation consumer infrastructure private credit and digital media
• Develop internal knowledge systems dashboards and competitive intelligence frameworks that enhance decision-making and pipeline visibility
• Lead white-space forecasting and thematic research that identifies macro shifts and emerging investment narratives

Content & Insight Production:

• Produce proprietary deep-dives sector outlooks market maps and investment memos for internal stakeholders LPs and advisory clients
• Translate research into visually compelling data-rich materials for pitch decks webinars and investment committee presentations
• Author thought leadership content and firm-level viewpoints on relevant macroeconomic and sector trends

Cross-Functional Collaboration:

• Work directly with origination deal and capital raising teams to embed insights into mandates marketing and investor dialogue
• Support ongoing fundraising and syndication by developing market commentary and sector-specific briefings
• Establish best practices for research and reporting that can scale with the platform

Ideal Candidate Profile:

• 7-12 years of experience in private markets research financial intelligence or strategy consulting
• Strong track record of producing high-impact content used for investment origination and capital advisory
• Expertise in synthesizing data into clear narratives benchmarking market trends and forecasting thematic developments
• Proficient in research tools such as PitchBook CapIQ Preqin CB Insights and Tableau or similar visualization platforms
• Outstanding writing and presentation skills with exceptional attention to clarity data integrity and design

Ideal First Hire:

The Head of Research will be expected to build a small agile research team starting with a Junior Research Analyst-a sharp data-literate generalist with strong visual and communication skills. This hire may begin on a fractional or full-time basis.

Compensation & Alignment Model:

This role includes a market-driven deferred salary complemented by performance-linked incentives and equity participation. The compensation model is designed to reward long-term contributions intellectual ownership and strategic influence within the platform.