More jobs:
Financial Product Evaluator
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-01-26
Listing for:
micro1
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Job Title:Financial Work Product Evaluator
Job Type:Part-Timeand Full-Time/Contract
Location:Remote(US)
Job SummaryJoinourcustomer'steamasa
Financial Work Product Evaluatoremakeadirectimpactonthestandardsofinvestmentresearchandportfolioevaluation .Thisisauniqueopportunitytoleverageyourinstitutionalexpertiseinaremote,part-timerole,collaboratingwithleadingprofessionalstoadvancepublicmarketsresearchqualityandintegrity.
- Reviewandrigorouslyevaluateequityand/orcreditresearchworksamplesforanalyticalintegrity,depth,andcompliancewithinstitutionalstandards.
- Assesscomplexfinancialmodels,valuation analyses,andinvestmenttheses,providingactionablerecommendationsforimprovement.
- Deliverclear,structured,and evidence-basedwrittenfeedbackoninvestmentresearchoutputsandframeworks.
- Collaboratewiththeevaluationpaneltodevelopstandardizedrubricsandrobustcriteriaforassessingpublicmarketsresearchquality.
- Participateinperiodicpanelsessionstoobjectivelyscoreanddifferentiateanalyst-levelworkproducts.
- Contributespecializedmarketandsectorexpertiseacrossequities,credit,andmulti-assetdomains.
- Identifyandarticulatelevelsofanalystproficiency,highlightingtalentqualityanddevelopmentopportunities.
Skills and Qualifications
- Minimum5yearsofinstitutionalexperienceinhedgefunds,asset management,familyofficeinvestmentteams,ormulti-asset/creditresearchsettings.
- Provenexpertiseinfundamentalequityand/orcreditresearchwithadvancedfinancialmodelingandvaluationcapabilities(suchas
DCF,Comps,NAV). - Significantexperienceinportfolioconstructionandposition-levelriskassessment.
- Demonstratedabilitytoreview,critique,ormentorjuniorinvestmentprofessionalsandanalystworkproducts.
- Exceptionalwrittenandverbalcommunicationskills,withafocusondeliveringprecise,evidence-backedfeedback.
- Strongcommitmenttointegrity,confidentiality,andinstitutionalcompliancestandards.
- Experienceasa Senior Analyst ,Portfolio Manager,or Research
Leadwithinleadinginstitutionalinvestmentorganizations. - Sectorcoverageexpertiseintechnology,industrials,energy,financials,healthcare,orfixedincome(IG,HY,bankloans,structured credit).
- Advancedcredentialssuchas
CFA,ABV,CAIA,orFRM.
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