Remote | Investment Research & Financial Analysis Associate — $110–$125/hour
About The Position
We are sharing a specialised part-time consulting opportunity for finance professionals experienced in investment research, financial analysis, valuation, public markets research, financial modeling, and structured investment workflow review. This role supports current and upcoming remote consulting opportunities focused on structured investment research review, equity and macroeconomic analysis, financial model assessment, valuation documentation, earnings review, risk assessment, and high-quality project execution. Selected professionals will apply their investment analysis skills to review realistic financial research scenarios, evaluate investment reasoning, prepare structured written outputs, and support accurate, evidence-based investment research tasks.
Requirements
- 1–3 years of experience in investment banking, equity research, asset management, buy-side research, corporate finance, transaction advisory, valuation, or related finance roles
- Strong understanding of financial statements, valuation techniques, accounting basics, and public market research
- Experience with Excel-based financial modeling, DCF analysis, comparable company analysis, scenario analysis, or earnings review
- Familiarity with tools and sources such as Excel, Google Sheets, company filings, earnings transcripts, Yahoo Finance, Koyfin, Bloomberg, Capital IQ, FactSet, or similar research platforms
- Comfort reading and preparing finance artifacts such as financial models, investment notes, valuation summaries, earnings reviews, risk assessments, and research memos
- Clear written communication skills and ability to explain financial reasoning clearly
- Ability to follow structured instructions and produce evidence-based work
- A degree or professional background in finance, economics, accounting, business administration, mathematics, statistics, investment management, or a related quantitative field is helpful
- Equivalent practical experience in investment research, financial analysis, valuation, investment banking, equity research, or public markets analysis is also highly relevant
Nice To Haves
- CFA Level I or II progress, finance certifications, investment research training, or valuation-focused coursework
- Exposure to public equities, asset management, buy-side research, market analysis, or portfolio research workflows
- Experience with Python, SQL, data analysis, financial datasets, or research automation tools
- Experience preparing or reviewing DCF models, comps analyses, earnings notes, investment memos, scenario analyses, or market summaries
- Strong attention to detail in model-heavy, data-heavy, and research-focused finance environments
Responsibilities
- Conduct or review equity research across companies, sectors, industries, and public market themes
- Analyze earnings reports, company filings, market data, macroeconomic indicators, and investment research materials
- Support structured review of company profiles, sector notes, market summaries, and investment research outputs
- Identify missing context, unsupported assumptions, market drivers, and expected investment research outcomes
- Review financial models involving DCF analysis, comparable company analysis, scenario analysis, operating assumptions, and valuation outputs
- Evaluate model logic against source data, financial statements, valuation techniques, and documented assumptions
- Support structured review of Excel-based models, valuation summaries, sensitivity tables, and investment case materials
- Prepare clear written explanations for financial analysis and valuation decisions based on source materials and verifiable criteria
- Assist with reviewing investment theses, risk assessments, market reasoning, and recommendation-style outputs
- Evaluate investment research materials for financial accuracy, analytical quality, clarity, and reasoning structure
- Support structured feedback on thesis development, downside risks, catalysts, and valuation narratives
- Maintain accuracy, consistency, and professional judgment across submitted work
Benefits
- Competitive hourly compensation
- Flexible scheduling
- Project-based assignments
- Weekly payments
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
Associate degree
