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.