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
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equity research
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financial modeling
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earnings analysis
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peer benchmarking
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sector expertise
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investment thesis development
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written communication
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verbal communication
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data analysis
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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.
Originally posted on Himalayas
Time-zone restrictions (UTC offsets): -11, -10, -9.5, -9, -8, -7, -6, -5, -4, -3.5, -3, -2, -1, 0, 1, 2, 3, 3.5, 4, 4.5, 5, 5.5, 5.75, 6, 6.5, 7, 8, 8.75, 9, 9.5, 10, 10.5, 11, 12, 12.75, 13, 14