Finance Expert - Equity Research

We are seeking an experienced Equity Research professional to join us as an in-house subject matter expert, "Finance Expert - Equity Research." You will draw on your deep expertise in capital markets, fundamental analysis, financial modeling, valuation, and investment research to create training environments that mimic the real-world, high-quality model evaluations, accurate data annotation and detailed inputs that train and refine our AI models. You will partner closely with our technical teams to help ensure our models capture the full complexity of institutional-grade investment analysis. The role calls for sharp analytical thinking, quick adaptability, and genuine excitement about pushing forward frontier Ai in a fast-moving environment.

• Use proprietary software to deliver precise inputs, labels, and annotations for equity research projects, producing high-quality training data for AI models.
• Create and curate realistic, high-fidelity scenarios involving sector and company analysis, financial modeling, valuation methodologies (DCF, comparable companies, precedent transactions), earnings forecasts, investment thesis development, and research report preparation.
• Develop detailed examples of coverage initiation, earnings analysis, estimate revisions, industry specific data analysis and investment recommendation frameworks.
• Partner with technical staff to support the development of new AI tasks and contribute to innovative tooling.
• Help design and refine efficient annotation tools tailored to equity research workflows.
• Identify, analyze, and break down complex investment analysis problems aligned with your professional experience to improve model performance.
• Execute tasks accurately while maintaining consistency and adapting to new requirements.

• Minimum of 2 years of professional experience in sell-side or buy-side equity research, with demonstrated sector coverage responsibility.
• Proficiency in financial modeling, valuation techniques, and financial statement analysis.
• Strong command of written and spoken English (informal and professional).
• Excellent communication, interpersonal, analytical, and organizational skills.
• Superior reading comprehension and ability to exercise sound independent judgment with incomplete or ambiguous information.
• Genuine interest in technological innovation and its application to investment research.

• Relevant certifications (e.g., FINRA licenses such as Series 7/63/86/87, current or expired).
• Familiarity with Bloomberg, FactSet, Capital IQ, or similar research platforms.
• Experience writing and publishing research notes, earnings summaries, or coverage reports for institutional clients.
• Experience mentoring or training junior associates in research methodologies, modeling best practices, or report writing.
• Quantitative mindset with ability to integrate structured data insights into fundamental analysis.
• Comfort recording audio or video sessions for data collection purposes.
• Prior exposure to AI, machine learning, data visualization, or data annotation workflows.

• Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.
• For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required.  On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables. 
• Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.
• For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.
• We are unable to provide visa sponsorship.
• For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.

Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.