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Expert Equities Research Reviewer

Research AnalystResearch AnalystContractRemote

Location

United States

Posted

12 days ago

Salary

Not specified

Equity ResearchFinancial AnalysisDCF ModelingValuationFinancial StatementsInvestment BankingFinancial ForecastingCFAQuantitative Research

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

This role supports the development of an advanced AI-powered deep research system designed to generate institutional-grade equity research reports.

  • Review AI-generated equity research reports for factual accuracy, analytical rigor, and logical coherence
  • Evaluate investment theses, price targets, and buy/hold/sell recommendations
  • Identify unsupported assumptions or gaps in financial reasoning
  • Verify financial metrics and modelling logic across revenue growth and margin structures
  • Assess valuation methodologies including DCF models and comparable company analysis
  • Evaluate assumptions related to TAM estimates, valuation multiples, and financial forecasts
  • Assess whether conclusions reflect current market conditions and publicly available information
  • Evaluate multi-company comparisons and sector-level analyses for methodological soundness
  • Identify stale data, misinterpreted metrics, or flawed valuation logic that could impact investment decisions
  • Provide structured written feedback across research quality dimensions such as source reliability and analytical consistency
  • Help refine the systems ability to generate accurate and practical investment research outputs

Qualifications

  • Professional experience in public equities research, portfolio management, or investment banking
  • Experience working in hedge funds, asset management firms, or sell-side equity research teams
  • Strong command of fundamental financial analysis and valuation methodologies
  • Deep understanding of financial statements and earnings-driven forecasting
  • Ability to critically assess investment theses and provide structured analytical feedback
  • Excellent written communication skills and attention to analytical detail

Requirements

  • CFA designation or active progress toward the CFA program
  • Experience building or evaluating quantitative research tools or systematic investment strategies
  • Familiarity with AI or large language models used in financial research workflows
  • Coverage experience across multiple sectors beyond technology

Benefits

  • Independent contractor role
  • Fully remote with flexible scheduling
  • Experts typically review multiple research outputs per week
  • Weekly payments via Stripe or Wise
  • Projects may be extended, shortened, or concluded depending on performance and project needs

Job Requirements

  • Professional experience in public equities research, portfolio management, or investment banking
  • Experience working in hedge funds, asset management firms, or sell-side equity research teams
  • Strong command of fundamental financial analysis and valuation methodologies
  • Deep understanding of financial statements and earnings-driven forecasting
  • Ability to critically assess investment theses and provide structured analytical feedback
  • Excellent written communication skills and attention to analytical detail
  • CFA designation or active progress toward the CFA program
  • Experience building or evaluating quantitative research tools or systematic investment strategies
  • Familiarity with AI or large language models used in financial research workflows
  • Coverage experience across multiple sectors beyond technology

Benefits

  • Independent contractor role
  • Fully remote with flexible scheduling
  • Experts typically review multiple research outputs per week
  • Weekly payments via Stripe or Wise
  • Projects may be extended, shortened, or concluded depending on performance and project needs

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