Investment Analysis Panelist

Job Title: Investment Analysis Panelist

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

Location: Remote (US)

Job Summary

Join our customer’s team as an Investment Analysis Panelist and play a pivotal role on a public markets evaluation and research panel. Utilize your institutional investment expertise to assess sophisticated financial analyses, validate high-stakes research outputs, and help create industry-defining evaluation frameworks. This is a unique opportunity for driven professionals seeking to set new standards in investment research and portfolio assessment, all within a flexible, fully remote setting.

Key Responsibilities

• Review and rigorously evaluate equity and/or credit research work samples for analytical integrity and depth.
• Assess complex financial models, valuation methodologies, and investment theses to ensure institutional-quality standards are met.
• Deliver clear, evidence-based written feedback and structured critique on research reports and financial models.
• Collaborate with fellow panelists to design robust, standardized rubrics and assessment criteria for public markets research.
• Participate in periodic panel reviews to objectively score and differentiate analyst-level work products.
• Contribute specialized market, sector, and multi-asset class expertise to benchmark and enhance research output quality.
• Help identify and distinguish levels of analyst proficiency, offering critical insights on talent quality and developmental needs.

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.
• Proven expertise in fundamental equity and/or credit research, with deep experience in financial modeling and valuation (DCF, Comps, NAV, etc.).
• Strong background in portfolio construction and position-level risk assessment.
• Demonstrated ability to review, critique, and mentor junior investment professionals and analyst work product.
• Outstanding written and verbal communication skills with a meticulous approach to feedback and evidence-based reasoning.
• Strong commitment to professional integrity, confidentiality, and a high standard of compliance.

Preferred Qualifications

• Experience as a Senior Analyst, Portfolio Manager, or Research Lead in an institutional investment environment.
• Expertise across sectors such as technology, industrials, energy, financials, healthcare, or fixed income (IG, HY, bank loans, structured credit).
• Advanced credentials including CFA, ABV, CAIA, or FRM.