[Hiring] Investment Analysis & Credit Evaluation Consultant @24-MAG

Role Description

We are sharing a specialised part-time consulting opportunity for investment analysis, valuation, and credit professionals experienced in reviewing financial documents, spreadsheets, slide decks, investment memos, valuation models, credit analyses, financial forecasts, and presentation-ready finance artifacts for accuracy, rigor, clarity, and domain quality. This role supports current and upcoming remote consulting opportunities focused on investment analysis artifact review, valuation and credit evaluation, rubric-based assessment, spreadsheet and slide deck quality review, structured feedback, and high-quality project execution. Selected professionals will evaluate AI-generated work products and apply subject-matter expertise to identify factual, analytical, aesthetic, and presentation issues.

Qualifications

• 5+ years of relevant professional experience in investment analysis, valuation, credit analysis, corporate finance, investment banking, private equity, venture capital, asset management, equity research, credit research, lending, or related finance work
• Native or professional fluency in English
• High proficiency in Microsoft Office and Google Workspace
• Strong experience with Google Slides, PowerPoint, Excel, Google Sheets, Word, and Google Docs
• Ability to evaluate documents, spreadsheets, and slide decks with strong attention to detail
• Excellent written communication skills and ability to provide structured feedback
• Ability to work independently in a remote, project-based environment

Requirements

• Evaluate AI-generated documents, spreadsheets, and slide decks involving investment analysis, market research, company analysis, transaction materials, investment memos, and financial summaries
• Review financial reasoning for accuracy, completeness, rigor, and practical relevance
• Assess whether investment conclusions are supported by appropriate assumptions, evidence, and analysis
• Identify weak logic, unsupported recommendations, unclear investment theses, incomplete risk discussion, or poor linkage between financial data and conclusions
• Review valuation materials involving DCF analysis, comparable company analysis, precedent transactions, sensitivity analysis, scenario analysis, and financial forecasting
• Evaluate credit-related materials involving borrower analysis, debt capacity, covenant review, cash flow assessment, repayment risk, collateral analysis, and credit memos
• Assess whether spreadsheets and models are logically structured, internally consistent, and professionally presented
• Identify inaccurate calculations, flawed assumptions, weak model structure, or incomplete valuation and credit reasoning
• Review spreadsheets for structure, logic, calculations, formatting, usability, and consistency
• Assess slide decks for organization, visual clarity, executive readability, and presentation quality
• Identify factual, aesthetic, formatting, and presentation errors across Microsoft Office and Google Workspace files
• Apply consistent review standards across documents, spreadsheets, and slide decks

Benefits

• Apply investment analysis, valuation, and credit expertise to structured remote evaluation work
• Review high-quality documents, spreadsheets, and slide decks across finance and investment topics
• Contribute to accurate, rigorous, and professionally presented financial materials
• Use your finance judgment and communication skills to improve artifact quality
• Remote structure with competitive hourly compensation

Contract Details

• Independent contractor role
• Fully remote with flexible scheduling
• Eligible professionals may be based in approved project locations depending on project needs
• Project commitment may vary depending on availability and scope
• Competitive rates between $70–$110 per hour depending on expertise and project scope
• Weekly payments via Stripe or Wise
• Projects may be extended, shortened, or adjusted depending on scope and performance
• Work will not involve access to confidential or proprietary information from any employer, client, or institution