Equity Research Expert

Expert Equities Research Reviewer ($150-$180/hr)

Expert Equities Research Reviewers to evaluate AI-generated multi-source investment research reports, including financial modeling, valuation analysis, competitive positioning, price targets, and structured investment theses for accuracy, analytical depth, and practical investment utility.

Role 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 gaps in reasoning
• Verify financial metrics and modelling logic across:
• Revenue growth and margin structure
• Rule of 40 calculations
• 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

Good Candidature

• Professional experience in public equities research, portfolio management, or related buy-side/sell-side roles (hedge fund, asset management, equity research, or investment banking)
• Strong command of fundamental analysis, including:
• Financial statement interpretation
• DCF modelling 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

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