Subject Matter Expert (SME) – Finance and Investment Analysis Externship

Remote (Part-Time/Contract)

About the Role:
We are seeking a dynamic and experienced Subject Matter Expert (SME) in finance, investment analysis, and valuation to support a Finance and Investment Analysis Externship. The SME will provide their expertise to enhance the program by reviewing its structure, advising participants, and ensuring high-quality deliverables. This position is ideal for finance professionals who enjoy mentoring and fostering the growth of future industry leaders.

Responsibilities:

• Collaborate on designing the program structure and creating templates for deliverables such as financial models, investment analysis reports, and valuation summaries.
• Assist in writing, editing, and reviewing learning materials to ensure alignment with industry standards.
• Provide practical case studies and exercises to deepen participants' understanding of financial modeling, market analysis, and valuation.
• Evaluate final submissions for quality, analytical rigor, and presentation skills, ensuring alignment with industry best practices.
• Host webinars, Q&A sessions, or virtual office hours to mentor participants and address their queries.
• Share insights on emerging trends and real-world applications in finance and investment analysis to broaden participants' perspectives.

Qualifications:

Experience and Background

• 7+ years of experience in finance, investment analysis, valuation, or related fields.
• Broad knowledge of financial modeling and analysis across various asset classes, including equities, fixed income, derivatives, and alternative investments.
• Professional certifications such as CFA, CPA, or equivalent are a plus.

Technical Skills

• Expertise in financial modeling, valuation techniques, and cash flow analysis.
• Proficiency in Excel is required; experience with data visualization tools or financial software is a plus.

Teaching and Mentorship

• Experience mentoring, training, or serving as an SME in educational or professional development programs.
• Ability to explain complex concepts clearly to diverse audiences.

Soft Skills

• Strong communication and interpersonal skills.
• Organized, reliable, and adaptable in dynamic environments.

Commitment:

• Estimated time requirement: Up to 10 hours per week.
• Engagement period: 8 weeks (aligned with the program schedule).