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
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 modelling 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
- 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
- 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