Event Driven & Arbitrage Desk Analyst

Data Analysis Inc. • New York, NY

2d • Onsite

About The Position

The Event Driven & Arbitrage Desk Analyst will be responsible for producing high-quality event-driven investment content and actionable trade ideas focused on merger arbitrage, special situations, corporate actions, and other event-driven opportunities. The Strategist will play a key role in analyzing transactions and market developments, translating those insights into actionable ideas for institutional clients, and partnering closely with the Event & Arbitrage Trading team and client-facing teams to communicate and refine investment strategies.

Requirements

• Strong background in finance, economics, business, or a related field.
• Proven experience in event-driven investing, merger arbitrage, special situations, equity research, investment strategy, or related buy-side or sell-side roles.
• Strong understanding of corporate actions, transaction structures, capital markets, and event-driven investment strategies.
• Strong financial modeling, valuation, and investment analysis capabilities.
• Ability to evaluate investment opportunities through both return-potential and risk-oriented frameworks.
• Excellent analytical, writing, and presentation skills.
• Ability to communicate complex investment ideas clearly and effectively with both internal teams and institutional clients.
• Strong attention to market developments and the ability to adjust investment views as transaction facts and market conditions evolve.
• Proficiency with market data platforms, financial modeling tools, and data analytics software.

Nice To Haves

• Advanced degree and/or CFA is a plus.

Responsibilities

• Develop and publish insightful event-driven and arbitrage content based on corporate transactions, market developments, and investment themes.
• Identify and analyze opportunities across merger arbitrage, special situations, restructurings, spin-offs, tender offers, and other corporate events.
• Evaluate transaction structures, deal terms, potential catalysts, risks, and market dynamics to support actionable investment ideas.
• Develop investment frameworks and analytical methodologies for assessing event-driven opportunities.
• Monitor corporate actions, regulatory developments, transaction updates, and market conditions that may affect investment outcomes.
• Collaborate closely with Event & Arbitrage traders, sales teams, research teams, and clients to communicate and refine trade ideas.
• Participate in client meetings and marketing efforts to discuss event-driven strategies, investment opportunities, and relevant market developments.
• Provide strategic perspectives on portfolio construction, risk considerations, and positioning within event-driven opportunities.
• Maintain a deep understanding of equity markets, corporate transactions, and event-driven investing to support ongoing idea generation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level