Finance Technical Reviewer

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

1. Review and rigorously evaluate equity and/or credit research work samples for analytical accuracy and depth.
2. Assess financial models, valuation analyses, and investment theses, verifying conformance with institutional quality benchmarks.
3. Deliver clear, structured, and evidence-based written feedback to elevate research outputs and frameworks.
4. Collaborate with panel members to develop standardized rubrics and robust assessment criteria for public markets research.
5. Participate in periodic sessions to objectively score and differentiate analyst-level work products.
6. Contribute market and sector insights across equities, credit, and multi-asset classes.
7. Identify levels of analyst proficiency and provide actionable feedback to support talent development.

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 platforms.
2. Expertise in fundamental equity and/or credit research, with a proven track record in financial modeling and valuation (DCF, Comps, NAV, etc.).
3. Deep knowledge of portfolio construction and position-level risk assessment.
4. Demonstrated ability to review, critique, or mentor junior investment professionals' work.
5. Exceptional written and verbal communication skills, with a meticulous, evidence-based approach to feedback.
6. Strong commitment to professional integrity, confidentiality, and compliance.

Preferred Qualifications

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