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PYRAMYD
  1. Roles
  2. Hedge Funds
  3. Research
  4. Head of Research
  5. Not Managing Assets

Role

Not Managing Assets (Head of Research).

Manages hedge fund research without discretionary authority for portfolio assets or investments

DirectorSoftware spend $52,000 / seat / yr (2026)2 contacts in the graph hold this role

Sample taken from the live graph on 7 October 2026; refreshed on demand.

What this role actually does

Responsibilities and pain points, sourced from the production graph.

Key responsibilities

  • Set the Hedge Fund Research Agenda Across Sectors, Macro Themes, Catalysts, and Risk Scenarios Without Holding Direct Portfolio-management Authority
  • Lead Analysts, Quants, and Sector Specialists to Produce Investment Theses That Portfolio Managers Can Approve, Size, or Reject
  • Own the Quality Bar for Valuation Models, Channel Checks, Alternative Data Use, Source Attribution, and Written Investment Memos
  • Run the Daily and Weekly Idea-review Process so Research Coverage Maps to Portfolio Exposures, Watchlists, and Upcoming Catalysts
  • Translate Market Events, Earnings Releases, and Regulatory Filings Into Prioritized Research Actions Within the Same Trading Day
  • Maintain a Research Knowledge Base with Auditable Notes, Assumptions, Recommendation History, and Compliance-ready Evidence

Software pain points

  • Research inputs are split across terminals, broker portals, transcripts, expert calls, and shared drives
  • Earnings-season model updates require analysts to manually pull transcripts, guidance, KPIs, and estimate changes
  • Portfolio managers ask why a recommendation changed, but the assumption history lives in email or local files
  • The head of research is judged on idea quality but does not control position sizing or execution
  • Alternative datasets create entitlement, provenance, and data-quality questions before analysts can use them
  • Compliance reviews are painful when research notes, chat, and recommendation records cannot be exported together

How this role buys

The categories they buy, the people who approve.

Top software categories

  • Financial Research Software
  • Research Management
  • Media Monitoring Software
  • Spreadsheet Software
  • Data Science & Machine Learning Platforms
  • Visitor Behavior Intelligence Software

Decision makers

  • Head of Research
  • Chief Investment Officer
  • Digital Forensics Engineering
  • Head of Compliance / Chief Compliance Officer (CCO) - Corporate
  • Top / Chief Financial Officer (CFO) - Corporate

Workflow

A day in the workflow.

Starts before the open by scanning Bloomberg Terminal news, IB chat, broker notes, and watchlists, then pushes a short research-priorities note in Slack; spends the first focus block reviewing overnight filings, earnings transcripts, and estimate revisions in AlphaSense, FactSet Workstation, and Microsoft Excel; holds a late-morning thesis review over Zoom with portfolio managers, traders, and analysts while screen-sharing valuation models and risk dashboards; uses mid-day to triage analyst notes in FactSet Internal Research Notes, assign follow-ups in Jira, and check market moves in Bloomberg Terminal; spends the afternoon testing key assumptions in Jupyter Notebook, Snowflake-backed dashboards, and Tableau; closes by updating the research calendar, logging decision rationale for compliance, and sending next-day priorities through Microsoft Outlook and Slack

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