Equity/Investment Research Analyst

AuraOne, Inc.; United States; Remote; USD 55,000 - 110,000; Full time

Job summary

AuraOne, Inc. is seeking an Equity/Investment Research Analyst for a remote engagement to review AI outputs within investment analysis workflows.

You will grade calculations, narrative reasoning, and policy adherence, flag issues, and document the correct treatment for training the modeling team. The role emphasizes rigorous, audit‑like reviews, citations, severity tagging, and maintaining reviewer‑quality scores across batches.

Qualifications

• Direct working experience with investment analysis on real engagements, transactions, or audits.
• CPA/CFA/ACA credential or equivalent applied experience.
• Clear written reasoning citing standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Responsibilities

• Review AI outputs against investment analysis standards, regulations, and firm policy for Equity/Investment Research Analyst assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.
• Adjudicate disputed treatments against published standards or firm guidance.
• Maintain reviewer-quality scores in inter-rater calibration cycles.

Skills

Financial analysis

Audit-grade review

Regulatory standards

Risk assessment

Investment analysis

Finance

Education

CPA, CFA, or ACA

Job description

Equity/Investment Research Analyst is a remote review track for evaluating AI outputs across investment analysis workflows. Reviewers grade calculations, narrative reasoning, and policy adherence; flag compliance and reconciliation issues; and document the correct treatment so the modeling team can train on it.

Why this role matters

Investment analysis workflows leave no room for fuzzy reasoning. AuraOne uses experienced finance-and-risk professionals to grade AI outputs the way an audit reviewer would — with citations, severity tags, and the corrected calculation alongside the original.

Responsibilities

• Review AI outputs against current investment analysis standards, regulations, and firm policy for Equity/Investment Research Analyst assignments.
• Re-perform calculations and flag rounding, classification, or treatment errors.
• Tag compliance, reconciliation, and disclosure issues with structured severity scores.
• Capture the corrected workpaper or narrative so the modeling team can train on it.
• Adjudicate disputed treatments against published standards or firm guidance.
• Maintain reviewer-quality scores in inter-rater calibration cycles.

Qualifications

• Direct working experience with investment analysis on real engagements, transactions, or audits for Equity/Investment Research Analyst work.
• A CPA, CFA, or ACA. A comparable credential or equivalent applied experience also works.
• Comfort applying multi-page rubrics consistently across long batches.
• Clear written reasoning that cites standards, regulations, or firm policy.
• Reliable async availability for at least 10 hours per week.

Example tasks

• Re-perform an investment analysis calculation produced by a model and flag any rounding or classification errors.
• Grade a model's narrative reasoning on a complex transaction and rate the citation quality.
• Adjudicate a disputed treatment between two reviewers using current standards.
• Audit a 25-row batch for rubric consistency and report drift to the program lead.

Nice to have

• Big Four, bulge-bracket, or in-house controller / risk experience.
• Familiarity with AI-assisted close, audit, or risk tooling and its failure modes.
• Bilingual experience for cross-jurisdiction reviews.

Skills

• Financial analysis
• Audit-grade review
• Regulatory standards
• Risk assessment
• Investment analysis
• Finance

Work model

Remote — US-eligible. Remote · Independent specialist contractor. Employment type: CONTRACTOR. Applicants must be authorized to work from US.

Compensation

Hourly rate confirmed after the interview process.