Equity Research Expert

Great Value Hiring; United Kingdom; On-site; GBP 154,196 - 185,036; Part time

Job summary

A leading hiring firm in the United Kingdom seeks an Expert Equities Research Reviewer to assess AI-generated investment reports. The ideal candidate will have professional experience in public equities research, a strong grasp of fundamental analysis, and the ability to deliver precise feedback. Key responsibilities include reviewing investment theses, verifying financial models, and ensuring that conclusions align with market realities. This role offers competitive compensation of $150-$180 per hour.

Qualifications

• Professional experience in equities research or related fields.
• Strong command of fundamental analysis and financial modeling.
• Ability to deliver actionable written feedback.

Responsibilities

• Review AI-generated equity research reports for accuracy.
• Evaluate investment theses and price targets for coherence.
• Provide structured written feedback on quality dimensions.

Skills

Public equities research experience

Financial statement interpretation

DCF modelling

Strong written communication skills

Analytical feedback delivery

Education

CFA designation or progress towards it

Job description

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