Job Description
Job Title: Finance Technical Reviewer
Job Type: Part-Time or Full-Time/ Contract
Location: Remote (US)
Job Summary
Join our customer's team as a Finance Technical Reviewer and become a key member of our public markets evaluation and research panel. You will leverage your institutional investment expertise to critically assess complex financial work, validate research outputs, and help build forward-thinking evaluation frameworks—making a tangible impact on industry standards. This flexible, remote opportunity is ideal for finance professionals passionate about objective analysis, research excellence, and mentorship.
- Key Responsibilities
- Review and rigorously evaluate equity and/or credit research work samples for analytical accuracy and depth.
- Assess financial models, valuation analyses, and investment theses, verifying conformance with institutional quality benchmarks.
- Deliver clear, structured, and evidence-based written feedback to elevate research outputs and frameworks.
- Collaborate with panel members to develop standardized rubrics and robust assessment criteria for public markets research.
- Participate in periodic sessions to objectively score and differentiate analyst-level work products.
- Contribute market and sector insights across equities, credit, and multi-asset classes.
- Identify levels of analyst proficiency and provide actionable feedback to support talent development.
- Required Skills and Qualifications
- Minimum 5 years of institutional experience in hedge funds, asset management, family office investment teams, or multi-asset/credit research platforms.
- Expertise in fundamental equity and/or credit research, with a proven track record in financial modeling and valuation (DCF, Comps, NAV, etc.).
- Deep knowledge of portfolio construction and position-level risk assessment.
- Demonstrated ability to review, critique, or mentor junior investment professionals' work.
- Exceptional written and verbal communication skills, with a meticulous, evidence-based approach to feedback.
- Strong commitment to professional integrity, confidentiality, and compliance.
- Preferred Qualifications
- Experience as a Senior Analyst, Portfolio Manager, or Research Lead within institutional investment settings.
- Sector-specific expertise in areas such as technology, industrials, energy, financials, healthcare, or fixed income (IG, HY, bank loans, structured credit).
- Advanced credentials such as CFA, ABV, CAIA, or FRM.
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