Job Title: Hedge Fund / Asset Management Expert
Job Type: Part-Time and Full-Time/ Contract
Location: Remote (US)
Job Summary
Join our customer's team as a Hedge Fund / Asset Management Expert, playing a pivotal role on our public markets evaluation and research panel. Leverage your institutional expertise to assess complex financial work, validate research outputs, and shape industry-leading evaluation frameworks. This remote, part-time opportunity is designed for driven professionals eager to influence standards in investment research and portfolio evaluation.
Key Responsibilities
• Review and rigorously evaluate equity and/or credit research work samples for analytical integrity and depth.
• Assess financial models, valuation analyses, and investment theses, ensuring adherence to institutional standards.
• Develop and provide clear, structured, and evidence-based written feedback on research outputs and frameworks.
• Collaborate with the panel to design standardized rubrics and robust assessment criteria for public markets research quality.
• Participate in periodic panel sessions to objectively score and differentiate analyst-level work products.
• Contribute specialized market and sector expertise across equities, credit, and multi-asset classes.
• Help distinguish levels of analyst proficiency, providing insights on talent quality and development 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.
• Expertise in fundamental equity and/or credit research, with a track record of financial modeling and valuation (DCF, Comps, NAV, etc.).
• Deep experience with portfolio construction and position-level risk assessment.
• Demonstrated ability to review, critique, or mentor junior investment professionals and analyst work.
• Exceptional written and verbal communication skills, with a meticulous approach to evidence-based reasoning and feedback.
• Strong commitment to professional integrity, confidentiality, and compliance standards.
Preferred Qualifications
• Experience as a Senior Analyst, Portfolio Manager, or Research Lead within institutional investment settings.
• Sector coverage expertise in technology, industrials, energy, financials, healthcare, or fixed income (IG, HY, bank loans, structured credit).
• Advanced credentials such as CFA, ABV, CAIA, or FRM.