Financial Professional

Insight Global; United States; On-site; USD 179,000 - 242,000; Full time

Job summary

Insight Global is seeking an experienced investment professional for a 3 month contract plus extensions, with a pay rate of $130-$176/hr. The role centers on fundamental equity research and research-driven AI model development.

Ideal candidates come from buy-side or sell-side backgrounds and have deep experience in fundamental equity research, portfolio management, hedge funds, equity trading, or private equity. A rare opportunity for top experts in an investment-focused environment.

Qualifications

• Strong understanding of fundamental equity analysis and investing.
• Experience analyzing financial statements and company filings.
• Ability to write clear, well-supported investment reasoning.
• Experience with equity research, portfolio management, or buy/sell side roles.

Responsibilities

• Guide research teams to close knowledge gaps and improve AI model performance in finance and investing.
• Create and maintain precise annotation standards tailored to finance specialties.
• Evaluate finance tasks and solutions and provide clear written feedback.
• Design domain-relevant finance tasks and write accurate, well-structured solutions.
• Equity analysis and trading: evaluate filings, theses, and recommendations.
• Develop structured solutions involving company analysis, filings, theses, benchmarking, and market research.

Skills

Equity analysis

Investment research

SEC filings analysis

Written communication

Portfolio management exposure

Trading intuition

Job description

Fundamental Equity & Investment Research Subject Matter Expert

3 month contract + potential extensions

Pay Rate: $130-$176/hr

About the Role

We are seeking experienced investment professionals to apply their financial markets expertise to advanced AI research and model development.

This role is heavily focused on fundamental equity investing and research. Ideal candidates come from the buy side or sell side and understand how experienced investors analyze companies, evaluate filings, develop investment theses, identify changes in business fundamentals, and make investment decisions.

We are particularly interested in professionals with backgrounds in fundamental equity research, portfolio management, hedge funds, equity trading, and sell-side equity research. We are also open to exceptional quantitative investment professionals and former investment bankers with meaningful Private Equity experience.

What You’ll Do

• Guide research teams in identifying knowledge gaps and improving AI model performance across finance and investing.
• Create and maintain rigorous annotation and evaluation standards based on real-world investment research practices.
• Review finance-related tasks and solutions for accuracy, depth, reasoning, and investment relevance.
• Provide clear written feedback to improve the quality of financial analysis produced by AI models.
• Design challenging finance and investment tasks across multiple areas of expertise.
• Develop accurate, structured solutions involving company analysis, financial filings, investment theses, benchmarking, and market research.

What We’re Looking For

Candidates should bring deep experience from one or more of the following backgrounds:

• Buy-Side Equity Research: Experience performing fundamental company research, developing investment theses, benchmarking companies, and identifying meaningful changes in fundamentals.
• Portfolio Management / Hedge Funds: Experience evaluating investment opportunities, monitoring positions, and incorporating financial and market information into investment decisions.
• Sell-Side Equity Research: Experience conducting company and industry research, analyzing SEC filings, developing investment theses, writing research reports, and issuing public investment recommendations or ratings.
• Equity Trading: Strong understanding of equities and how fundamental information impacts investment decisions and market activity.
• Quantitative Investing: Advanced investment-focused quantitative research experience.
• Investment Banking / Private Equity: Investment bankers with meaningful Private Equity exposure and experience evaluating businesses from an investment perspective.

Ideal Qualifications

• Strong understanding of fundamental equity analysis and investing.
• Ability to distinguish high-quality investment research from superficial or unsupported analysis.
• Experience analyzing financial statements, company filings, business performance, competitive positioning, and investment risks.
• Strong written communication skills with the ability to clearly explain financial reasoning.
• High attention to detail and comfort evaluating complex financial work.
• Ability to independently develop rigorous, realistic investment-analysis problems and solutions

The spec is

"Top priority is Fundamental Equity: buyside (portfolio and hedge fund managers/analysts as well as traders) and sell side (equity research). We're also open to top quants and former investment bankers who have experience in Private Equity. But no FP&A. We are very much investing focused"

"

What You’ll Do:

• Guide research teams to close knowledge gaps and improve AI model performance in your domain.
• Create and maintain precise annotation standards tailored to your finance specialty. As a domain SME, you’ll set the gold standard for quality and rigor.
• Evaluate finance tasks and solutions and provide clear, written feedback
• Design challenging, domain-relevant finance tasks across multiple specializations, and write accurate and well-structured solutions to finance tasks.

Equity Analysis and Trading:

Sell-side analyst: People who know what a good filing QA / thesis memo actually looks like vs fluff, and have experience writing and issuing coverage and buy/sell ratings publicly.

Buy-side analyst / PM: People that do deep analysis and benchmark and detect changes"

Our goal is to hire truly world-class experts with top industry experience on the buyside (portfolio and hedge fund managers/analysts as well as traders) and/or sell side (equity research), as well as quant finance experts. We're also open to former investment bankers who have experience in Private Equity. We are very much equity/investing focused. The best way to calibrate sourcing is to compare the candidate's profile against who we've selected to interview so far.