Finance

CFA portfolio manager or equity analyst: investment research

Grade model-written equity research, valuations and investment memos against professional standards, and write the version an investment committee would accept.

$150 – $225 per hourPay
Remote · AnywhereLocation
ContractType

The work

Review model-generated equity research, DCF and comparable valuations, credit analyses and investment memos. Mark errors of fact, method and judgement; rewrite sections to the standard an investment committee expects; build worked valuation cases from public filings.

Who it suits

  • CFA charter or equivalent, with five or more years in buy-side or sell-side research, portfolio management or corporate finance.
  • Strong accounting and modelling; able to defend a view in writing.

How it works

  • Apply with your CV and the hours you can give. 5 to 15 hours a week suits most people; the work is remote and on your own schedule.
  • We verify your credentials, licence or degree and your identity before any paid work. Every piece of work traces to a named, verified expert.
  • A paid calibration task on the project's own guidelines comes first.
  • You are paid at the rate on this page for every hour of work that passes review. Rates rise with the difficulty of the project and your track record.

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