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.