Equity Research Expert

Great Value Hiring; United States; Remote; USD 206,640 - 247,968; Part time

Job summary

A financial services firm in the United States is hiring an Expert Equities Research Reviewer to evaluate AI-generated investment research reports. Responsibilities include reviewing equity research for accuracy, assessing investment theses, and providing structured feedback. Applicants should have experience in public equities research, demonstrate strong analytical skills, and possess excellent written communication abilities. The role is compensated at $150-$180 per hour.

Qualifications

• Professional experience in public equities research or related buy-side/sell-side roles.
• Strong command of fundamental analysis including DCF modeling and valuation methodologies.
• Ability to critically assess an investment thesis and deliver clear feedback.

Responsibilities

• Review AI-generated equity research reports for accuracy and coherence.
• Assess investment theses, price targets, and recommendations.
• Provide structured written feedback across quality dimensions.

Skills

Public equities research experience

Fundamental analysis

Strong written communication skills

Financial statement interpretation

DCF modeling

Comparable company analysis

Education

CFA designation or progress toward 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 modeling 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