Role Title: Equity research Expert

Role Type: Contractor

Location: Remote

We are engaging Equity research Experts to contribute to a customer's project focused on advanced financial analysis, modeling, and sector insights. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Required Skills

• equity research

• financial modeling

• earnings analysis

• peer benchmarking

• sector expertise

• investment thesis development

• written communication

• verbal communication

• data analysis

• valuation analysis

Scope of Work

• Review, assess, and contribute to datasets modeling real-world equity research analysis, ensuring accuracy and relevance.

• Analyze earnings reports, perform estimate revisions, and synthesize peer benchmarking insights for AI training purposes.

• Deliver detailed written evaluations of company models, including revenue, margin, cash flow, and valuation drivers.

• Produce high-quality, concise written research summaries and event-driven updates based on deep sector expertise.

• Develop and articulate investment theses, connecting qualitative and quantitative factors to actionable perspectives.

• Identify key industry trends, sector-specific metrics, and company catalysts relevant for fundamental analysis.

• Collaborate with project stakeholders to provide feedback on data quality and enhance research-related content.

Preferred Qualifications

• Extensive experience as a sell-side Research Associate with direct ownership of company models and written research, or as a publishing/lead Research Analyst (titles may include VP or Director).

• Track record of independently covering multiple companies through several earnings cycles and maintaining comprehensive models.

• Proven ability to connect business drivers to financial outcomes and valuation.

• Demonstrated expertise in at least one sector (e.g., banks, insurance, biotech), with the ability to provide deep, specialist insights.

• Exceptional written and verbal communication skills, capable of articulating complex financial concepts clearly.

• History of performing granular earnings analysis, peer benchmarking, valuation, and event-driven research updates.

• Experience formulating and defending investment theses and research views, with accountability for research accuracy and quality.

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