Equity/Investment Research Analyst | Remote - Contract

Xperteez Technology Pvt Ltd; United States; À distance; USD 90 000 - 140 000; Temps partiel

Résumé du poste

Xperteez Technology Pvt Ltd, remote contractor equity research expert, seeks a seasoned analyst to review datasets and contribute to AI training through equity research.

The role covers analyzing earnings, revising estimates, benchmarking peers, and developing investment theses across sectors, with strong written and verbal communication required.

Candidates should own robust company models and provide clear, concise research summaries and updates for stakeholders.

Qualifications

• Extensive sell-side research experience with direct ownership of company models and written research.
• Track record covering multiple companies through several earnings cycles and maintaining comprehensive models.
• Deep sector expertise with the ability to provide specialist insights.
• Excellent written and verbal communication skills; ability to articulate complex financial concepts.

Responsabilités

• Review datasets modeling equity research analysis for accuracy and relevance.
• Analyze earnings reports, perform estimate revisions, and synthesize benchmarking insights for AI training.
• Deliver detailed written evaluations of company models, including revenue, margin, cash flow, and valuation drivers.
• Produce concise written research summaries and event-driven updates based on 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.

Connaissances

Equity research

Financial modeling

Earnings analysis

Peer benchmarking

Sector expertise

Investment thesis development

Written communication

Verbal communication

Data analysis

Valuation analysis

Description du poste

Role Title

Equity research Expert

Role Type

Contractor

Location

Remote

Required Skills

• equity research
• financial modeling
• earnings analysis
• peer benchmarking
• sector expertise
• investment thesis development
• written communication
• verbal communication
• data analysis
• 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