Equity / Investment Research Analyst

Employment Type: Contractor
Work Arrangement: Remote

Compensation

Annualized Compensation: $336,000–$576,000 per year

Hourly Rate: $175–$300 per hour

The annualized figure is based on 40 hours per week and 48 working weeks per year. Actual earnings will depend on project workload, assignments, and hours worked.

About the Role

We are seeking experienced Equity Research and Investment Research Analysts to contribute to projects involving advanced financial analysis, equity modeling, valuation, earnings analysis, and sector research.

You will apply your professional investment research expertise to evaluate real-world financial analysis and help improve the quality, accuracy, and depth of AI-generated equity research. Prior AI experience is not required; deep subject-matter expertise in equity research and fundamental analysis is the primary focus.

Key Responsibilities

• Review and assess datasets representing real-world equity research analysis.

• Evaluate financial models for accuracy, relevance, and consistency.

• Analyze company earnings reports and assess estimate revisions.

• Conduct peer benchmarking and comparative company analysis.

• Evaluate key revenue, margin, cash flow, and valuation drivers.

• Produce concise, high-quality written research summaries and event-driven updates.

• Develop and articulate investment theses using both qualitative and quantitative factors.

• Identify industry trends, sector-specific metrics, company catalysts, and fundamental business drivers.

• Assess the relationship between business performance, financial outcomes, and valuation.

• Provide detailed feedback on research quality, analytical accuracy, and data relevance.

• Collaborate with project stakeholders to improve research-related datasets, evaluation criteria, and content quality.

Required Qualifications

• Extensive professional experience in equity research, investment research, or a closely related discipline.

• Experience owning or maintaining detailed company financial models.

• Strong expertise in financial modeling, earnings analysis, valuation, and peer benchmarking.

• Experience analyzing companies through multiple earnings cycles.

• Ability to connect business drivers to financial performance and valuation outcomes.

• Deep expertise in at least one industry or sector.

• Strong understanding of fundamental equity analysis and investment thesis development.

• Excellent written and verbal communication skills.

• Ability to communicate complex financial concepts clearly and concisely.

• Strong analytical judgment and attention to detail.

Preferred Experience

• Experience as a Sell-Side Research Associate with direct ownership of company models and published research.

• Experience as a publishing or lead Research Analyst, including VP- or Director-level research responsibilities.

• Track record of independently covering multiple companies across several earnings cycles.

• Experience producing comprehensive financial models and written equity research.

• Strong background in event-driven research and earnings updates.

• Experience formulating, defending, and communicating investment theses.

• Demonstrated accountability for research accuracy and analytical quality.

Sector Expertise

Deep specialist expertise in at least one sector is strongly valued, including areas such as:

• Banking

• Insurance

• Biotechnology

• Financial Services

• Healthcare

• Technology

• Consumer

• Industrials

• Energy

• Other sector-specific equity research disciplines

Key Skills

• Equity Research

• Investment Research

• Financial Modeling

• Earnings Analysis

• Earnings Estimates

• Valuation Analysis

• Peer Benchmarking

• Fundamental Analysis

• Investment Thesis Development

• Event-Driven Research

• Sector Analysis

• Company Analysis

• Financial Statement Analysis

• Data Analysis

• Research Writing

• Investment Communication

What Success Looks Like

Success in this role means applying rigorous equity-research judgment to produce accurate, commercially relevant, and analytically defensible evaluations.

You will help ensure that financial models, earnings analysis, valuations, peer comparisons, investment theses, and research summaries reflect the standards expected from experienced professional equity researchers.