Financial Work Product Evaluator

Job Title: Financial Work Product Evaluator

Job Type: Part-Time and Full-Time/ Contract

Location: Remote (US)

Job Summary

Join our customer's team as a Financial Work Product Evaluator and make a direct impact on the standards of investment research and portfolio evaluation. This is a unique opportunity to leverage your institutional expertise in a remote, part-time role, collaborating with leading professionals to advance public markets research quality and integrity.

Key Responsibilities

1. Review and rigorously evaluate equity and/or credit research work samples for analytical integrity, depth, and compliance with institutional standards.
2. Assess complex financial models, valuation analyses, and investment theses, providing actionable recommendations for improvement.
3. Deliver clear, structured, and evidence-based written feedback on investment research outputs and frameworks.
4. Collaborate with the evaluation panel to develop standardized rubrics and robust criteria for assessing public markets research quality.
5. Participate in periodic panel sessions to objectively score and differentiate analyst-level work products.
6. Contribute specialized market and sector expertise across equities, credit, and multi-asset domains.
7. Identify and articulate levels of analyst proficiency, highlighting talent quality and development opportunities.

Required Skills and Qualifications

1. Minimum 5 years of institutional experience in hedge funds, asset management, family office investment teams, or multi-asset/credit research settings.
2. Proven expertise in fundamental equity and/or credit research with advanced financial modeling and valuation capabilities (such as DCF, Comps, NAV).
3. Significant experience in portfolio construction and position-level risk assessment.
4. Demonstrated ability to review, critique, or mentor junior investment professionals and analyst work products.
5. Exceptional written and verbal communication skills, with a focus on delivering precise, evidence-backed feedback.
6. Strong commitment to integrity, confidentiality, and institutional compliance standards.

Preferred Qualifications

1. Experience as a Senior Analyst, Portfolio Manager, or Research Lead within leading institutional investment organizations.
2. Sector coverage expertise in technology, industrials, energy, financials, healthcare, or fixed income (IG, HY, bank loans, structured credit).
3. Advanced credentials such as CFA, ABV, CAIA, or FRM.