Role OverviewWe are sharing a specialised remote consulting opportunity for experienced Equity Research Analysts and Investment Research Professionals to contribute their professional knowledge to advanced AI training and evaluation initiatives. Selected professionals will review and develop sophisticated equity research materials, evaluate financial models, analyse company earnings and industry developments, and provide structured expert feedback on AI-generated investment research.
What You Will Do
Review and evaluate AI-generated equity research analyses, company assessments, and fundamental investment research outputs. Conduct detailed analysis of company financial performance, competitive positioning, and underlying business drivers.
Why It Might Be a Fit
Ideal candidates will have extensive professional experience in equity research, fundamental investment analysis, or a closely related financial research discipline, with strong expertise in developing, maintaining, and reviewing detailed company financial models.
Requirements
- Extensive professional experience in equity research, fundamental investment analysis, or a closely related financial research discipline.
- Previous experience as a sell-side Research Associate with direct responsibility for company models and written research, or as a publishing/lead Research Analyst, is strongly preferred.
- Experience at the Vice President or Director level within an equity research organisation is particularly relevant.
- Demonstrated experience independently covering multiple companies across several corporate earnings cycles.
- Strong expertise in developing, maintaining, and reviewing detailed company financial models.
- Advanced understanding of revenue forecasting, operating margins, cash flow analysis, and valuation methodologies.
- Practical experience analysing quarterly and annual earnings reports and updating financial estimates.
- Demonstrated ability to connect underlying business drivers with financial performance and company valuation.
- Deep expertise in at least one investment research sector, such as banking, insurance, biotechnology, or another specialised industry.
- Strong understanding of sector-specific operating metrics, business models, and competitive dynamics.
- Experience conducting peer benchmarking and comparative company analysis.
- Proven ability to identify and interpret company-specific catalysts and material industry developments.
- Strong understanding of fundamental valuation principles and investment research methodologies.
- Experience developing, presenting, and defending well-supported investment theses.
- Demonstrated ability to prepare professional research reports, earnings updates, and event-driven market commentary.
- Strong quantitative reasoning and proficiency in financial data analysis.
- Ability to evaluate complex financial models and identify inaccurate assumptions or methodological weaknesses.
- Exceptional written communication skills, including the ability to explain financial concepts clearly and concisely.
- Strong verbal communication skills and experience presenting research findings to professional audiences.
- Excellent attention to detail and commitment to analytical accuracy and research quality.
- Ability to manage company coverage responsibilities and maintain consistent financial research standards.
- Strong independent judgement, critical thinking, and financial problem-solving capabilities.
- Experience reviewing financial research produced by other analysts is advantageous.
- Familiarity with AI-based financial research tools or technical model evaluation is beneficial.
- Prior experience with AI training or evaluation projects is not required.
Benefits
- Competitive hourly rate ($175–$300/hour)
- Opportunity to contribute to advanced AI training and evaluation initiatives
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