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 • Review and rigorously evaluate equity and/or credit research work samples for analytical accuracy and depth. • Assess financial models, valuation analyses, and investment theses, verifying conformance with institutional quality benchmarks. • Deliver clear, structured, and evidence-based written feedback to elevate research outputs and frameworks. • Collaborate with panel members to develop standardized rubrics and robust assessment criteria for public markets research. • Participate in periodic sessions to objectively score and differentiate analyst-level work products. • Contribute market and sector insights across equities, credit, and multi-asset classes. • Identify levels of analyst proficiency and provide actionable feedback to support talent development. 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. • Expertise in fundamental equity and/or credit research, with a proven track record in financial modeling and valuation (DCF, Comps, NAV, etc.). • Deep knowledge of portfolio construction and position-level risk assessment. • Demonstrated ability to review, critique, or mentor junior investment professionals' work. • Exceptional written and verbal communication skills, with a meticulous, evidence-based approach to feedback. • Strong commitment to professional integrity, confidentiality, and compliance. Preferred Qualifications • Experience as a Senior Analyst, Portfolio Manager, or Research Lead within institutional investment settings. • Sector-specific expertise in areas such as technology, industrials, energy, financials, healthcare, or fixed income (IG, HY, bank loans, structured credit). • Advanced credentials such as CFA, ABV, CAIA, or FRM. Apply tot his job Apply To this Job