Source Job

US

  • Lead research projects, including designing, executing, and conducting investor interviews to uncover actionable insights.
  • Provide strategic insight and thought leadership to clients, leveraging research findings to address investor sentiment and market trends.
  • Mentor and coach junior team members, fostering their professional growth and expertise in research and advisory services.

Investor Relations Communication Strategic Thinking

20 jobs similar to Vice President, Primary Research – Capital Markets

Jobs ranked by similarity.

$330,000–$410,000/yr
Global 6w PTO 26w maternity 26w paternity

  • Develop and execute a comprehensive investor relations strategy and create compelling investor materials.
  • Build and maintain relationships with institutional and strategic investors, serving as a primary point of contact.
  • Partner with finance to distill complex metrics into narratives and lay groundwork for IPO readiness.

Cohere is a security-first enterprise AI company building cutting-edge foundation models and products for real-world business problems. They are a global team of researchers, engineers, and designers with offices in Toronto, San Francisco, London, New York, and more.

Global

  • Teach core equity research strategy, financial analysis, and valuation skills to clients.
  • Support clients with resume review, LinkedIn optimization, and cover letter guidance.
  • Provide behavioral and technical interview prep tailored to equity research roles.

Leland is building the home for ambition in the age of AI, connecting people with experts, programs, and communities to land jobs, get into schools, or upskill. Since 2021, we have helped tens of thousands of people reach their goals and raised $19M from world-class investors, fostering a collaborative, high-energy culture.

US Canada

  • Partner directly with senior client stakeholders to carry out complex research programs.
  • Design learning agendas, run studies, interrogate data, and deliver strategic recommendations.
  • Shape the Keplar software suite as a power user, influencing platform and agent development.

Keplar is an end-to-end consumer insights platform built around a voice-AI interviewer that conducts real-time, dynamic conversations with consumers. Founded in 2022 and backed by Kleiner Perkins, Keplar serves leading brands with a lean, high-performance team.

$140,000–$170,000/yr
US 8w maternity 8w paternity

  • Lead the preparation and delivery of quarterly earnings materials, including presentations, press releases, and Q&A documents.
  • Analyze underwriting, financial, and capital performance to develop actionable insights and support external messaging.
  • Manage stakeholder engagement, investor targeting, and coordinate investor events such as earnings calls and conferences.

SiriusPoint is a Bermuda-headquartered specialty underwriter providing Property & Casualty and Accident & Health insurance and reinsurance globally. With over $3.0 billion total capital and strong financial ratings, the company fosters a culture of performance, accountability, and collaboration.

Global

  • Provide expert advice to Alternative Asset Firms and Family Offices on investment research frameworks, due diligence, and financial modeling.
  • Design manager due diligence frameworks, build financial modeling templates, and develop performance monitoring systems.
  • Train investment teams on research best practices and support special projects requiring research expertise.

Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit across five services. The company operates with a network of 700+ vetted advisors and 600+ coaches, providing credible advice and reliable execution based on operator experience.

$120,000–$140,000/yr
US 8w maternity 8w paternity

  • Support the investment research process through manager due diligence, capital markets analysis, and performance documentation.
  • Conduct initial and ongoing due diligence of traditional and quantitative investment managers, building tools for attribution and risk analysis.
  • Prepare materials for the Investment Committee, contribute to capital markets research, and support regulatory audits and policy documentation.

Mercer Advisors helps families simplify their financial lives through integrated financial planning, investment management, tax, estate, and insurance services. Serving over 31,300 families across 90+ U.S. cities and ranked #1 RIA firm by Barron's, the company fosters a flexible, inclusive workplace with over half women employees and client-facing professionals.

Global

  • Provide expert consulting on investor relations processes to hedge funds, private equity firms, and family offices.
  • Develop action plans, identify roadblocks, and implement policies, procedures, and controls for client IR operations.
  • Manage client onboarding, RFP/DDQ responses, and creation of marketing materials and performance reports.

Arootah is a talent solutions firm purpose-built for the alternative investment industry, covering the full talent spectrum from entry to exit. With a team of former COOs, CFOs, and CCOs, plus a network of 700+ vetted advisors and 600+ coaches, they provide credible advice and reliable execution.

$176,800–$228,800/yr
Canada

  • Scope and execute mixed-method research studies including surveys, interviews, and segmentation to inform marketing and product strategy.
  • Partner with marketing, brand, product, and data science teams to identify high-impact research opportunities and influence decisions.
  • Use AI tools to accelerate research workflows and synthesize qualitative and quantitative data into compelling insights.

Thumbtack is an app that helps millions of people care for and improve their homes through personalized guidance, AI tools, and a hiring platform for local service businesses. The company has a growing community of 300,000 local service businesses across the U.S. and fosters a fast-paced, collaborative culture focused on innovation and impact.

Global Unlimited PTO

  • Support quarterly earnings by drafting releases, scripts, and Q&A prep documents.
  • Utilize AI tools to streamline market research, sentiment analysis, and drafting of IR materials.
  • Maintain consensus models, track shareholder ownership, and monitor market intelligence.

Securitize is a leader in tokenizing real-world assets, partnering with top asset managers like Apollo, BlackRock, and KKR to bring the world on-chain. A global, fully remote team of top talent from blockchain and finance, we have raised $170M and been recognized as a 2025 Forbes Top 50 Fintech company.

Global Unlimited PTO

  • Prepare conferences end-to-end, including target lists, attendee research, outreach, schedules, briefings, and follow-up trackers.
  • Build investor and partner databases from public sources and LinkedIn, and support financial models, fund analytics, and pipeline trackers.
  • Coordinate dealflow scoring, maintain credit pipeline, and ensure tasks, deadlines, and progress are visible to the team.

Xsolla is a global commerce company that provides tools and services to help video game developers fund, distribute, market, and monetize their games. With over 1,500 game developer partners and offices worldwide, they foster a collaborative and supportive culture focused on empowering creators.

$140,000–$175,000/yr
US Canada Unlimited PTO 12w maternity 12w paternity

  • Originate institutional borrow demand across collateralized lending, trading, and structured credit products from prime brokerages, trading firms, and asset-backed lending partners.
  • Build the borrower pipeline across three segments: unique-market-access counterparties, committed-supply-at-scale borrowers, and KYC-gated counterparties.
  • Structure and close term sheets, negotiating rate, term, size, and collateral, and coordinate KYC and onboarding through to close.

Gauntlet builds the financial systems of the future, operating across the on-chain finance stack to offer best-in-class vault products. Serving over $1.5B in client TVL across fintechs, protocols, exchanges, and traditional asset managers, the team combines traditional finance and crypto-native expertise.

$145,000–$160,000/yr
United States

  • Serve as a strategic partner to the CEO and senior leadership team, leading high-priority initiatives and complex cross-functional projects.
  • Translate ambiguous problems into structured workplans, analyses, and recommendations, driving work from concept through execution.
  • Own the operating rhythm of executive leadership and build scalable systems to track priorities, decisions, and progress.

ILO Group is a women-owned education strategy and policy firm that supports school districts and states in executing high-priority initiatives. The team works alongside educators, experts, and government partners, and also powers partnerships including Women Leading Ed and The Forum for Educational Leadership.

India

  • Review and analyze client research requests to identify relevant subject matter experts across industries.
  • Recruit new Advisors through phone, LinkedIn, and outreach, communicating their expertise fit.
  • Screen experts for suitability and create professional profiles for client consideration.

Guidepoint is a research enablement platform that helps clients make better decisions through on-demand expertise and insights. With nearly 1.75 million experts and 1,600 employees, the company values diversity and fosters an equitable working environment.

US Canada Unlimited PTO

  • Own the messaging, positioning, and enablement for the private equity segment to drive deal wins.
  • Partner with Sales leadership to create collateral and act as expert on PE deal dynamics.
  • Conduct voice-of-customer research and competitive intelligence to inform GTM strategy.

Juniper Square provides a unified platform for private markets, combining technology, data, and fund administration services. With over 1,000 employees and $350M+ in funding, the company fosters a culture of ambitious, meaningful work with open debate and diverse perspectives.

Global

  • Support the Global Customer Insights team in conducting primary market research studies and analyses to identify marketplace opportunities.
  • Assist in developing and refining research objectives, methodologies, surveys, and presentation decks for business partners.
  • Analyze study results and mine data from various sources to generate actionable insights for reducing business decision-making risk.

Intuitive is a global leader in robotic-assisted surgery and minimally invasive care, known for the da Vinci surgical system and Ion platform. The company fosters a culture of innovation and collaboration among engineers, clinicians, and innovators dedicated to improving patient outcomes worldwide.

Global

  • Act as primary point of contact for clients, handling inquiries via email, live chat, and phone calls within SLAs.
  • Provide excellent customer support by identifying needs and solving tasks individually, while liaising with internal teams.
  • Maintain product knowledge, contribute to side projects like FAQ upkeep, and communicate feedback with management.

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure. As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we prioritize investing in our people.

Global

  • Teach core sales trading strategy, trading execution, and financial modeling to clients breaking into or growing in capital markets and trading roles.
  • Support clients with resume review, LinkedIn optimization, cover letter guidance, and behavioral and technical interview prep tailored to trading and markets.
  • Advise on networking strategy, salary negotiation, promotion strategy, and broader skill building, including freelancing opportunities in the space.

Leland is building the home for ambition in the age of AI, connecting people with experts, programs, and communities to achieve career and educational goals. Since 2021, they've helped tens of thousands of people and raised $19M from world-class investors, fostering a collaborative, high-energy, AI-native culture.

US Unlimited PTO

  • Sell data-driven research and products to the buy-side investment community with 7+ years of relevant experience.
  • Manage a pipeline from initial outreach to close, gathering market intelligence for product development.
  • Must be proficient in PowerPoint, Excel, Word, and possess strong communication and presentation skills.

NielsenIQ is a leading market research firm providing alternative data products to hedge funds, mutual funds, and private equity firms. The company operates in over 100 markets and is an Advent International portfolio company with a global reach.

$207,200–$259,000/yr
US

  • Lead the global analyst relations strategy across Twilio's core and emerging enterprise tech portfolio, including CPaaS, CDP, and Conversational AI.
  • Build and nurture deep relationships with tier-one analyst firms (Gartner, Forrester, IDC) and drive strategic advisory sessions and events.
  • Drive the end-to-end strategy for major market reports (Magic Quadrants, Waves) and act as a trusted advisor to senior executives.

Twilio is shaping the future of communications, delivering innovative solutions to hundreds of thousands of businesses and empowering millions of developers worldwide. The company is dedicated to a remote-first work culture with a strong focus on connection and global inclusion, fostering a vibrant and diverse team.

Switzerland

  • Develop innovative, forward-looking research and insights for CFOs.
  • Create compelling thought leadership content and market analysis.
  • Establish credibility as a trusted advisor through client engagement.

A global research and advisory firm providing innovative insights to senior executives. The company fosters a collaborative, inclusive culture with diverse experts.