Director of Investment Strategy

We are seeking a Director of Strategy to help drive Tide Rock’s buyside investment strategies. This person will identify attractive investment opportunities by assessing high-growth markets and market niches that fit Tide Rock’s investment criteria. This person will conduct market research and collaborate with internal and external leaders to translate data-driven insights into investment theses. The investment theses this person generates will help drive Tide Rock’s platform and add-on acquisition activity. This role requires deep curiosity about industries and business models, attention to detail without losing the forest for the trees, and collaboration with cross-functional subject matter experts.

This is a full-time position located at our headquarters in Solana Beach, CA

POSITION AND SCOPE:

Sector Strategy & Market Intelligence:

• Develop and refine the firm’s investment strategy by identifying attractive industries, product categories, and customer segments.
• Conduct deep market research, competitive analysis, and trend forecasting to assess investment opportunities.
• Provide strategic guidance on which sectors and business models align best with the firm’s investment philosophy and growth objectives.
• Provide actionable insights and recommendations to senior leadership on emerging trends, technologies, and opportunities.
• Partner with senior leaders across business units to identify and align strategic priorities that drive growth and enhance market competitiveness.
• Support strategic planning by conducting scenario analyses and recommending actionable initiatives.
• Conduct rigorous qualitative and quantitative analyses to address key strategic questions, uncover insights, and inform decision-making.

Investment Support & Due Diligence

• Collaborate with the investment team to validate investment theses and assess market positioning for potential deals.
• Lead market diligence efforts, including industry landscapes, TAM (Total Addressable Market) analysis, and customer demand drivers.
• Evaluate macroeconomic and regulatory factors that may impact investment decisions.

Thought Leadership & Internal Strategy

• Act as a thought leader, presenting strategic insights to senior leadership and investment committee.
• Identify white space opportunities for the firm to expand into
• Build and maintain relationships with industry experts, consultants, and research firms to stay ahead of key trends.

SKILLS & EXPERIENCE REQUIRED

• Minimum of 4 years of experience in management consulting, corporate strategy, or investment strategy roles.
• MBA or relevant advanced degree preferred.
• Strong understanding of private equity, investment strategy, and market analysis.
• Deep expertise in market research, competitive analysis, and financial modeling.
• Experience developing growth strategies and evaluating business models across multiple industries.
• Proven ability to synthesize complex data into clear recommendations for senior leadership.
• Excellent problem-solving skills