Keystone Recruitment · 9 hours ago
Financial Research Specialist (Remote)
United States
Contract
Remote
Senior Level
5+ years expKeystone Recruitment is seeking experienced investment professionals to serve as Financial Work Product Evaluators. This role involves assessing equity and credit research outputs for analytical depth and portfolio construction soundness, while providing structured feedback and collaborating with fellow evaluators to ensure high-quality standards.
Staffing & Recruiting
Responsibilities
Review equity and/or credit research work samples for analytical integrity and institutional-grade standards
Evaluate complex financial models, valuation methodologies (DCF, comparable analysis, NAV, etc.), and investment theses
Assess portfolio construction logic and position-level risk considerations
Deliver clear, structured, and actionable written feedback supported by evidence
Collaborate with panel members to develop standardized rubrics and evaluation criteria
Participate in periodic review sessions to objectively score and differentiate analyst-level work products
Contribute sector and multi-asset expertise across equities, credit, and related strategies
Identify analyst proficiency levels and highlight development opportunities
Qualification
Required
5+ years of institutional experience in hedge funds, asset management, family offices, or multi-asset/credit research platforms
Demonstrated expertise in fundamental equity and/or credit research
Advanced financial modeling and valuation skills (DCF, comparables, NAV, etc.)
Strong understanding of portfolio construction and risk management principles
Experience reviewing, critiquing, or mentoring analyst-level work
Exceptional written and verbal communication skills with a structured, analytical approach
Strong commitment to confidentiality, compliance, and professional integrity
Preferred
Experience as a Senior Analyst, Portfolio Manager, or Research Lead
Sector expertise (Technology, Industrials, Energy, Healthcare, Financials) or credit specialization (IG, HY, structured credit, bank loans)
Advanced professional credentials such as CFA, CAIA, FRM, or ABV
Benefits
Flexible schedule
Part-time or full-time contract engagement
Project-based with potential for continued opportunities
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