Equity Research Analyst

Equity Research Analyst (Remote)

We are hiring Expert Equities Research Reviewers on behalf of one of our clients building an autonomous, AI-powered deep research system for public equities analysis. This system generates multi-source investment research reports, including financial modeling, valuation analysis, competitive positioning, price targets, and structured investment theses. In this Equity Research Analyst role, you will evaluate AI-generated reports for factual accuracy, analytical rigor, and practical investment utility — helping calibrate and improve a system designed to operate at institutional research standards. This is a high-judgment role suited for experienced investment professionals.

Responsibilities

• Review AI-generated equity research reports for factual accuracy, analytical rigor, and logical coherence
• Evaluate investment theses, price targets, and buy/hold/sell recommendations, identifying unsupported assumptions or reasoning gaps
• Verify financial metrics and modeling logic across: Revenue growth and margin structure, Rule of 40 calculations, Total addressable market (TAM) estimates, Valuation multiples and DCF assumptions
• Assess whether conclusions reflect current market realities and align with publicly available information
• Provide structured written feedback across key quality dimensions, including: Source reliability, Claim confidence calibration, Internal consistency, Completeness of coverage
• Flag stale data, misinterpreted metrics, flawed valuation logic, or missing contextual factors that could mislead an investment decision-maker
• Evaluate multi-company comparative analyses and sector-level assessments for methodological soundness and practical relevance

Requirements

• Professional experience in public equities research, portfolio management, or related buy-side or sell-side roles (hedge fund, asset management, equity research, or investment banking)
• Strong command of fundamental analysis, including: Financial statement interpretation, DCF modeling and valuation methodologies, Comparable company analysis, Earnings-driven forecasting
• Ability to critically assess an investment thesis and deliver clear, specific, and actionable written feedback
• Comfort reviewing structured research documents (Markdown or PDF format)
• Strong written communication skills — feedback must be precise, analytical, and constructive

Nice to Have

• CFA designation or active progress toward it
• Experience building or evaluating quantitative research tools, screening systems, or systematic strategies
• Familiarity with AI/LLM capabilities and limitations in financial research contexts
• Coverage experience across multiple sectors beyond technology

Why Join

• Shape the quality standard for a frontier AI system operating at institutional-grade research levels
• Collaborate with engineers and AI researchers building multi-agent financial analysis systems
• Directly influence how AI-generated equity research is validated, calibrated, and improved
• Join a global network of senior finance professionals contributing to next-generation AI-assisted investment research

Contract and Payment Terms

• Engagement as an independent contractor
• Fully remote with flexible scheduling
• Projects may be extended, shortened, or concluded early based on performance and business needs
• No access to confidential or proprietary information from any employer or institution will be required
• Weekly payments via Stripe or Wise
• Unable to support H1-B or STEM OPT candidates at this time

Key skills/competency

• Equity Research
• Financial Modeling
• Valuation Analysis
• Investment Thesis
• Factual Accuracy
• Analytical Rigor
• DCF Modeling
• Fundamental Analysis
• AI System Evaluation
• Written Communication