CFA portfolio manager or equity analyst: investment research
$150 per hourHUMXN
Pay: $150–$225/hr
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.
HUMXN is a new expert network (launched 2026). Payouts go through Stripe after identity and tax verification. Never pay to apply.
- ...Equity Research Analyst Coda Search | New York, NY Coda Search is excited... ...to partner with a boutique investment research platform in their... ...investors, company management teams, and industry participants... ...: MBA or progress toward a CFA designation is a plus...SuggestedRemote work
- ...Equity Research AnalystOur team is growing, and we... ...fastest growing wealth management firms in the... ...Equity Research Analyst is a key member of... ...(LFCM) investment process. The LFCM... ...equity SMA model portfolios, ETF/Mutual Fund... ...required; MBA / CFA (or working towards...SuggestedCasual workWork at officeLocal areaWork from homeHome officeMonday to Friday
$120k - $225k
About UsWellington Management offers comprehensive investment management... ...body of proprietary research and a collaborative... ...seeking to recruit an Equity Research Analyst (Analyst) to join... ...Cap Growth (SCG) Portfolio Management team. This... ...credentials, MBA/CFA preferred.LOCATIONThe...SuggestedFull timeRemote workFlexible hours1 day per week$150k - $180k
...Equity Research Analyst Company: Aristides Capital Location: Louisville... ...long/short equity hedge fund managing approximately $500 million... ...has built a strong long-term investment track record while... ...analysts meaningful access to portfolio managers, investment decisions...SuggestedWork at officeRemote workWork from homeRelocationRelocation packageFlexible hours$135k - $150k
...Company Description: I/O Fund is an investment research firm focused on identifying leading... ...in May 2020, our audited research portfolio reflects five years of transparent performance... ...strategy. We are seeking an Equity Research Analyst with experience in technology,...SuggestedFull timeWork at officeRemote work- ...Equity/Investment Research Analyst is a remote review track for evaluating AI outputs across investment analysis workflows. Reviewers grade calculations... ...for Equity/Investment Research Analyst work. A CPA, CFA, or ACA. A comparable credential or equivalent applied...Remote jobHourly payFor contractorsWork experience placement10 hours per week
$100 per hour
...working with a leading foundational AI lab to find experienced equity research analysts from top banks and independent research firms who can help... ...expertise in valuation exhibits, industry analysis, and investment thesis communication Expert-level PowerPoint and slide...Immediate startRemote workFlexible hours$100 per hour
...is the worlds leading research accelerator for frontier... ...is looking for Research analysts to work with our... ...apply your expertise in equity research sector analysis... ...financial modeling and investment thesis development to evaluate... ...at All Necessary): CFA (Level I/II/III) or MBA...Hourly payContract workFreelanceRemote workFlexible hours$200k - $250k
...Summary: The Equity Research Analyst will function as a sector... ...Evaluate quality of company management and their alignment... ...and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity... ...: ~ MBA and/or CFA charter required. ~...Work at officeLocal areaRemote work1 day per week- ...of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers... ...: The Senior Equity Research Analyst is responsible for expanding... ...7, and either Series 86 or a CFA exemption required. Buy-side...Temporary workWork at officeLocal areaRemote workFlexible hours3 days per week
$175k
...ROLEMFS is seeking an experienced Equity Research Analyst to join our investment team with a focus on Real Estate... ...making stock recommendations for MFS portfolios. The ideal candidate will bring... ...portfolios, capital structures, management teams, competitive positioning,...Full timeLocal areaRemote workFlexible hours$120k - $150k
...Equity Research Associate Analyst - Technology City: Denver Division: US Equity... ...more than a job, it's about investing in a brighter future... ...including conversation with management and industry experts Review... ...for supporting portfolios that are covered by the centralized...Flexible hours- ...strategic supplier and business partner to the federal government and its key suppliers. We are seeking a Minority Health Research Portfolio Manager to support the National Institutes of Health (NIH) in Rockville, MD. Role requires availability for on-site work at the...Long term contractWork at officeRemote work
- ...Portfolio Management Associate Director The Portfolio Management (PM) Associate... ...development and execution investment strategies based on client... ...database and internet research, screenings and produces monthly... ...Must hold and maintain the CFA designation ~ Additional product...
$80k - $85k
...diversity. For more information about HGSE, its programs, research, and faculty, please visit: Job Description Job... ...activity at HGSE. Reporting to the Director of Research Management, the Research Portfolio Manager manages a portfolio of assigned HGSE Principal Investigators...Full timeWork at officeRemote workShift work- ...Seeking an Equity Research Analyst to conduct and publish fundamental equity research for a global client base, focusing on qualitative and quantitative... ...Industrials/Materials sector Bachelor's degree required; CFA candidacy or MBA is a significant plus Strong equity...Full timeRemote work
$205k - $292k
...across public and private markets. We invest our clients’ capital across a range... ...seeking an experienced Quantitative Equity Research Analyst for our rapidly growing systematic... ...new initiatives within our Equities, Portfolio Management - Implementation team.The ideal candidate...Full timeFlexible hours- Location: Philippines Investment Associate Location... ...in investment management, private markets,... ...finance Qualification: CFA Level II candidate... ...across private equity, venture capital... ...then into ongoing portfolio and investor reporting... ...check the work of analysts before it moves on...Full timeFor contractorsWork at officeRemote work
$35.93 - $52.12 per hour
...Treasury's Bureau of Investments is also looking... ...the venture capital portfolio of the multi-... ...pension fund and manages one or more investment... ...reading, macro/micro research) and... ...Treasury Investment Analyst P11. Please Note:... ...Financial Analyst (CFA) designation may be...Contract workWork at officeRemote workMonday to FridayFlexible hoursNight shiftWeekend workAfternoon shift3 days per week- ...Job Description Job Description Role Title: Equity Research Expert Role Type: Contractor Location: Remote We are seeking experienced... ...research summaries and event-driven updates. Develop investment theses using quantitative and qualitative analysis....Remote jobFor contractors
$18.33k - $28.33k
...Senior Portfolio ManagerState Teachers' Retirement... .... The CalSTRS Investments Branch is seeking an... ...an Senior Portfolio Manager on the Private Equity team. Established in... ...selection advice, research and gate-keeping services... ...Financial Analyst (CFA), Certified Commercial...Permanent employmentSeasonal workWork at officeRemote workRelocation packageFlexible hours$135.38k - $216.6k
...role will provide research & due diligence across Lincoln’s manager-of-managers platform... ...and international equity strategies. They will provide investment expertise and insight... ...•Collaborates with portfolio management teams to... ...).Nice-to-haves:•CFA or Progress towards...Work experience placement3 days per week- Remote Finance & Research Analyst - 33806 Remote Finance & Research Analyst - 33806 1 day ago Be... .... Summarize financial reports or investment theses and validate claims through online... .... Requirements: Qualification: Cleared CFA Level 1/2/3, or or have completed their...Remote jobContract workFreelanceFlexible hours
$70k
...Assistant Portfolio Manager – Fixed Income Overview... ...team supporting the investment process for numerous... ...with trading, credit research, operations, settlement... ...portfolio managers, research analysts, traders, sector... ...Desire to enroll in the CFA Program, with...Full timeWork at officeLocal areaRemote workFlexible hours- Remote Finance & Research Analyst - 33806 Turing is one of the world’s fastest-growing AI companies... .... Summarize financial reports or investment theses and verify claims through online... .... Requirements: Qualification: Cleared CFA Level 1/2/3, or completed CA / CPA certification...Remote jobContract workFreelanceFlexible hours
- ...a reputable asset management firm, is seeking an... ...results-oriented Portfolio Manager to lead their equity investment strategies from Welkom... ...in-depth market research, analyzing... ...Collaborate with research analysts and economists to... ...like CFA are highly preferred...Remote workWork from home
$166.7k - $283k
...Portfolio Manager (Quantitative) Internal Equity Management Title: Portfolio Manager (Quantitative... ...(IEM) team in the Investments Department is seeking an... ...implementation process Present research to the staff, Investment... ...team management A CFA charter Special...Full timePart timeWork at officeRemote work$100k - $150k
...Portfolio Manager Washington Trust is seeking a Portfolio Manager who is passionate about investing and committed to building strong client relationships... ..., portfolio construction, equity and fixed income markets,... ...designation strongly preferred. CFA, CAIA, or other relevant...Remote work$50 - $60 per hour
Position Title: Junior Portfolio Manager - Hybrid An established wealth management... ...will monitor and manage investment portfolios, execute trades... ..., conduct investment research, maintain Investment Policy... ...Diamond highly preferred, with CFA or CFP credentials considered...Remote workMonday to Friday$150k
...is the leading market research and analytics firm for... ...from the world’s top investment funds to Fortune 500 companies... ...Software Research Analyst to cover the most... ...spending, how companies are managing their IT budgets, and... ...team by hiring a Equity Research Analyst (Official...Remote jobWork at officeVisa sponsorshipFlexible hours
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