Keystone Recruitment · 3 hours ago
Investment Analyst (Remote)
United States
Contract
Remote
Senior Level
5+ years expKeystone Recruitment is seeking experienced institutional investors to serve as Investment Analysis Panelists on a public markets evaluation and research review board. The role involves evaluating financial analyses, validating investment theses, and contributing to the development of standardized evaluation frameworks in the equity and credit domains.
Staffing & Recruiting
Responsibilities
Review equity and/or credit research reports for analytical depth, logical consistency, and thesis clarity
Evaluate financial models and valuation methodologies (DCF, comparable analysis, NAV, LBO, credit metrics)
Assess portfolio construction logic, position sizing, and risk-adjusted return assumptions
Provide structured, evidence-based written critiques of research reports and models
Collaborate with other panelists to design standardized scoring rubrics and evaluation criteria
Participate in periodic calibration sessions to benchmark analyst-level outputs
Contribute sector or multi-asset expertise to elevate institutional research standards
Qualification
Required
5+ years of institutional investing experience (hedge fund, asset management, family office, or credit platform)
Demonstrated expertise in fundamental equity and/or credit research
Advanced financial modeling and valuation skills
Strong understanding of portfolio construction, risk management, and performance attribution
Experience reviewing and mentoring analyst work product
Exceptional written communication skills and ability to provide precise, structured feedback
High standards of confidentiality, compliance, and professional integrity
Preferred
Former Senior Analyst, Portfolio Manager, or Research Lead
Sector specialization (e.g., Technology, Industrials, Energy, Healthcare, Financials) or credit expertise (IG, HY, structured credit, bank loans)
Advanced credentials such as CFA, CAIA, FRM, or ABV
Company
Keystone Recruitment
Great companies are built on strong people. At Keystone Recruitment, we identify the pivotal talent that holds your organisation together.
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase