Equity Research Expert
Status: Open
- Pay
- $175–$300/hr
- Location
- Remote
- Employment type
- Contractor
- Openings
- 25
- Posted
- 2026-09-14
About this opportunity
Required skills
- equity research
- financial modeling
- earnings analysis
- peer benchmarking
- sector expertise
- investment thesis development
- written communication
- verbal communication
- data analysis
- valuation analysis
What you'll do
- 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.