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. Apply tot his job