Equity Research AI Specialist

Weekday (YC W21)

Equity Research AI Specialist contributing to AI financial analysis projects with skills in SEC and financial statement analysis. Remote contract role focusing on financial reasoning and investment analysis.

Posted 7/8/2026contractRemote • 🇺🇸 United StatesJuniorMid-Level💰 $120 per hourWebsite

About the role

Key responsibilities & impact

Review AI-generated financial analyses for accuracy, completeness, and analytical rigor.
Assess the quality of investment reasoning and financial interpretations.
Provide detailed written feedback to improve model performance.
Interpret and extract insights from public company disclosures, including SEC filings and financial statements.
Validate AI-generated summaries and ensure accurate representation of financial information.
Create challenging, real-world equity research scenarios for AI training and evaluation.
Contribute to the development of structured financial datasets and assessment criteria.
Work alongside AI researchers and financial subject matter experts to improve evaluation methodologies.
Help establish consistent standards for financial reasoning and investment analysis.

Requirements

What you’ll need

Minimum of 2 years of professional experience in Equity Research at a recognized financial institution or investment firm.
Hands-on experience analyzing and extracting insights from SEC filings, including annual reports, quarterly reports, and other public disclosures.
Strong understanding of:
- Financial statement analysis
- Company valuation concepts
- Equity research methodologies
- Public market investing
- Corporate financial reporting
Excellent analytical, written, and communication skills.
High attention to detail with the ability to evaluate complex financial information accurately.
Experience preparing equity research reports or investment recommendations.
Familiarity with financial modeling and valuation techniques.
Knowledge of capital markets, accounting principles, and corporate finance.
Interest in artificial intelligence, financial technology, or AI-assisted investment research.
Experience reviewing financial content or participating in quality assurance initiatives.

Benefits

Comp & perks

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Review AI-generated financial analyses for accuracy, completeness, and analytical rigor.
Assess the quality of investment reasoning and financial interpretations.
Provide detailed written feedback to improve model performance.
Interpret and extract insights from public company disclosures, including SEC filings and financial statements.
Validate AI-generated summaries and ensure accurate representation of financial information.
Create challenging, real-world equity research scenarios for AI training and evaluation.
Contribute to the development of structured financial datasets and assessment criteria.
Work alongside AI researchers and financial subject matter experts to improve evaluation methodologies.
Help establish consistent standards for financial reasoning and investment analysis. 🎯 Requirements
Minimum of 2 years of professional experience in Equity Research at a recognized financial institution or investment firm.
Hands-on experience analyzing and extracting insights from SEC filings, including annual reports, quarterly reports, and other public disclosures.
Strong understanding of:
- Financial statement analysis
- Company valuation concepts
- Equity research methodologies
- Public market investing
- Corporate financial reporting
Excellent analytical, written, and communication skills.
High attention to detail with the ability to evaluate complex financial information accurately.
Experience preparing equity research reports or investment recommendations.
Familiarity with financial modeling and valuation techniques.
Knowledge of capital markets, accounting principles, and corporate finance.
Interest in artificial intelligence, financial technology, or AI-assisted investment research.
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Hard Skills & Tools

Financial Statement AnalysisCompany ValuationEquity Research MethodologiesFinancial ModelingInvestment RecommendationsPublic Market InvestingCorporate Financial ReportingData AnalysisQuality AssuranceInsight Extraction

Soft Skills

Analytical SkillsWritten CommunicationAttention to DetailInterpersonal SkillsFeedback Provision