Capital Markets Evaluation Expert

Job Title: Capital Markets Evaluation Expert

Job Type: Part-Time or Full-Time/Contract

Location: Remote (US)

Job Summary

Join our customer's team as a Capital Markets Evaluation Expert, where you will play a pivotal role on a cutting-edge public markets evaluation and research panel. Utilize your institutional investment expertise to set benchmarks, validate research work, and shape best-in-class evaluation frameworks. This is a flexible remote opportunity designed for finance professionals passionate about elevating standards in investment research, modeling, and portfolio assessment.

Key Responsibilities

• Rigorously review and evaluate equity and/or credit research work for analytical robustness and depth.

• Assess financial models, valuations, and investment theses to ensure alignment with institutional best practices.

• Deliver clear, structured, and evidence-based written feedback on research outputs and evaluation frameworks.

• Partner with the panel to develop standardized rubrics and robust assessment criteria for public markets research quality.

• Participate in periodic panel sessions to objectively score and differentiate analyst-level investment work.

• Share specialized sector and market insights across equities, credit, and multi-asset classes.

• Help identify and distinguish levels of analyst proficiency, providing valuable input on talent development and quality.

Required Skills and Qualifications

• Minimum 5 years of experience in hedge funds, asset management, family office investment teams, or multi-asset/credit research.

• Deep expertise in fundamental equity and/or credit research, with demonstrated excellence in financial modeling and valuation (including DCF, Comps, NAV, etc.).

• Strong background in portfolio construction and position-level risk assessment.

• Proven ability to review, critique, or mentor junior investment professionals and analysts.

• Exceptional written and verbal communication skills, with a meticulous approach to evidence-based feedback.

• High standard of professional integrity, confidentiality, and adherence to compliance.

Preferred Qualifications

• Experience as a Senior Analyst, Portfolio Manager, or Research Lead in institutional investment environments.

• Sector 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.

Required Skills

• financial modeling
• valuation
• portfolio construction