Finance Technical Reviewer jobs in United States
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S&T Talent · 1 day ago

Finance Technical Reviewer

S&T Talent is seeking a Finance Technical Reviewer to join their public markets evaluation and research panel. The role involves critically assessing financial work, validating research outputs, and contributing to the development of evaluation frameworks, all while delivering structured feedback to enhance research quality.

Staffing & Recruiting

Responsibilities

Review and rigorously evaluate equity and/or credit research work samples for analytical accuracy and depth
Assess financial models, valuation analyses, and investment theses, verifying conformance with institutional quality benchmarks
Deliver clear, structured, and evidence-based written feedback to elevate research outputs and frameworks
Collaborate with panel members to develop standardized rubrics and robust assessment criteria for public markets research
Participate in periodic sessions to objectively score and differentiate analyst-level work products
Contribute market and sector insights across equities, credit, and multi-asset classes
Identify levels of analyst proficiency and provide actionable feedback to support talent development

Qualification

Institutional investment experienceFundamental equity researchFinancial modelingPortfolio constructionRisk assessmentAdvanced credentialsProfessional integrityComplianceSector-specific expertiseWritten communicationVerbal communicationMentorshipConfidentiality

Required

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 proven track record in financial modeling and valuation (DCF, Comps, NAV, etc.)
Deep knowledge of portfolio construction and position-level risk assessment
Demonstrated ability to review, critique, or mentor junior investment professionals' work
Exceptional written and verbal communication skills, with a meticulous, evidence-based approach to feedback
Strong commitment to professional integrity, confidentiality, and compliance

Preferred

Experience as a Senior Analyst, Portfolio Manager, or Research Lead within institutional investment settings
Sector-specific expertise in areas such as technology, industrials, energy, financials, healthcare, or fixed income (IG, HY, bank loans, structured credit)
Advanced credentials such as CFA, ABV, CAIA, or FRM

Company

S&T Talent

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Funding

Current Stage
Early Stage
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