Equity research Expert - Remote

YO AI Labs; San Francisco (CA); Remote; USD 120,000 - 180,000; Full time

Job summary

YO AI Labs is seeking an Equity Research Expert for a remote contractor role. You will apply deep analytical skills to assess equity research content, build robust models, and deliver clear investment theses. The role focuses on earnings analysis, benchmarking across peers, and identifying catalysts and trends.

You will produce concise research summaries and contribute to training next-generation AI systems. Strong written and verbal communication is essential.

Qualifications

• Extensive sell-side research experience with ownership of company models.
• Experience covering multiple names across earnings cycles.
• Strong understanding of drivers, performance, and valuation.
• Deep sector expertise in banking/insurance/biotech/tech or related fields.
• Strong written and verbal communication skills.
• Proven earnings analysis, peer benchmarking, and event-driven research experience.
• Experience developing and defending investment theses.

Responsibilities

• Review and evaluate equity research datasets for accuracy.
• Analyze earnings reports, revisions, and benchmarks.
• Evaluate financial models, including revenue, margins, cash flow, valuation drivers.
• Prepare concise research summaries and event-driven updates.
• Develop investment theses using quantitative and qualitative analysis.
• Identify industry trends, sector metrics, and company catalysts.
• Provide feedback to improve research content quality.

Skills

Equity research

Financial modeling

Earnings analysis

Peer benchmarking

Investment theses

Sector expertise

Job description

Equity Research Expert

Role Type: Contractor
Location: Remote

We are seeking experienced Equity Research Experts to contribute to a customer project focused on advanced financial analysis, modeling, earnings analysis, and sector insights.

You'll apply your expertise to evaluate real-world equity research content and help train next-generation AI systems. No prior AI experience is required.

Scope of Work

• Review and evaluate equity research datasets for accuracy and relevance.
• Analyze earnings reports, estimate revisions, and peer benchmarking.
• Evaluate company financial models, including revenue, margins, cash flow, and valuation drivers.
• Prepare concise research summaries and event-driven updates.
• Develop and articulate investment theses using quantitative and qualitative analysis.
• Identify industry trends, sector-specific metrics, and company catalysts.
• Provide feedback to improve the quality and accuracy of research-related content.

Preferred Qualifications

• Extensive experience as a Sell-Side Research Associate, Research Analyst, VP, or Director with ownership of company models and research.
• Experience covering multiple companies across several earnings cycles.
• Strong understanding of business drivers, financial performance, and valuation.
• Deep expertise in at least one sector, such as banking, insurance, biotech, technology, or other industries.
• Strong written and verbal communication skills.
• Proven experience in earnings analysis, peer benchmarking, valuation, and event-driven research.
• Experience developing and defending investment theses and research views.