Job Title:
CapitalMarketsEvaluationExpert
Job Type:
Part-Time and Full-Time/Contract
Location:
Remote (US)
Job Summary Join our customer's team as a Capital Markets Evaluation Expert, where you will play a pivotal role on a cutting-edge public markets evaluation and research panel. Utilize your institutional investment expertise to set benchmarks, validate research work, and shape best-in-class evaluation frameworks. This is a flexible remote opportunity designed for finance professionals passionate about elevating standards in investment research, modeling, and portfolio assessment.
Key Responsibilities
Rigorously review and evaluate equity and/or credit research work for analytical robustness and depth.
Assess financial models, valuations, and investment theses to ensure alignment within institutional best practices.
Deliver clear, structured, and evidence-based written feedback on research outputs and evaluation frameworks.
Partner with the panel to develop standardized rubrics and robust assessment criteria for public markets research quality.
Participate in periodic panel sessions to objectively score and differentiate analyst-level investment work.
Share specialized sector and market insights across equities, credit, and multi-asset classes.
Help identify and distinguish levels of analyst proficiency, providing valuable input to talent development and quality.
Required Skills and Qualifications
Minimum 5 years of experience in hedge funds, asset management, family office investment teams, or multi-asset/credit research.
Deep expertise in fundamental equity and/or credit research, with demonstrated excellence in financial modeling and valuation (including DCF, Comps, NAV, etc.).
Strong background in portfolio construction and position-level risk assessment.
Proven ability to review, critique, or mentor junior investment professionals and analysts.
Exceptional written and verbal communication skills, with a meticulous approach to evidence-based feedback.
High standard of professional integrity, confidentiality, and adherence to compliance.
Preferred Qualifications
Experience as a Senior Analyst, Portfolio Manager, or Research Lead in institutional investment environments.
Sector expertise in 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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CapitalMarketsEvaluationExpert
Job Type:
Part-Time and Full-Time/Contract
Location:
Remote (US)
Job Summary Join our customer's team as a Capital Markets Evaluation Expert, where you will play a pivotal role on a cutting-edge public markets evaluation and research panel. Utilize your institutional investment expertise to set benchmarks, validate research work, and shape best-in-class evaluation frameworks. This is a flexible remote opportunity designed for finance professionals passionate about elevating standards in investment research, modeling, and portfolio assessment.
Key Responsibilities
Rigorously review and evaluate equity and/or credit research work for analytical robustness and depth.
Assess financial models, valuations, and investment theses to ensure alignment within institutional best practices.
Deliver clear, structured, and evidence-based written feedback on research outputs and evaluation frameworks.
Partner with the panel to develop standardized rubrics and robust assessment criteria for public markets research quality.
Participate in periodic panel sessions to objectively score and differentiate analyst-level investment work.
Share specialized sector and market insights across equities, credit, and multi-asset classes.
Help identify and distinguish levels of analyst proficiency, providing valuable input to talent development and quality.
Required Skills and Qualifications
Minimum 5 years of experience in hedge funds, asset management, family office investment teams, or multi-asset/credit research.
Deep expertise in fundamental equity and/or credit research, with demonstrated excellence in financial modeling and valuation (including DCF, Comps, NAV, etc.).
Strong background in portfolio construction and position-level risk assessment.
Proven ability to review, critique, or mentor junior investment professionals and analysts.
Exceptional written and verbal communication skills, with a meticulous approach to evidence-based feedback.
High standard of professional integrity, confidentiality, and adherence to compliance.
Preferred Qualifications
Experience as a Senior Analyst, Portfolio Manager, or Research Lead in institutional investment environments.
Sector expertise in 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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