Finance Expert - Public Equities Analyst / PM

This role is for one of our clients

Compensation: $210-$270 per hour

A cutting-edge AI research initiative is launching an intensive Finance Sprint focused on evaluating whether real-world finance workflows accurately reflect professional practice. We are seeking experienced investment professionals to assess the realism, clarity, and quality of finance-related tasks used to train and evaluate advanced AI systems.

This is a high-engagement, fully remote project beginning immediately. Opportunities are offered on a first-come, first-served basis, and participants should be available to remain actively involved throughout the sprint.

Work typically consists of focused sessions lasting 2–4 hours and requires timely communication, including responding to project updates, questions, and feedback during the day.

Key Responsibilities

• Review finance tasks and workflows for professional realism, clarity, completeness, and internal consistency.
• Assess whether task inputs, assumptions, workflows, and expected outcomes accurately reflect real-world finance practices.
• Identify missing assumptions, ambiguous instructions, unsupported requirements, impractical constraints, and important edge cases.
• Evaluate whether tasks appropriately measure professional finance capabilities rather than generic knowledge.
• Provide concise, structured written feedback along with practical recommendations to improve task quality and realism.
• Validate workflow logic and maintain consistent evaluation standards across the project.
• Collaborate with fellow finance experts to ensure high-quality evaluations throughout the sprint.

Required Qualifications

• 5–9 years of relevant experience for the Practitioner track, or 9–15 years for the Senior Reviewer track.
• Professional experience in one or more of the following:
• Fundamental Equity Research
• Asset Management
• Hedge Funds
• Public Markets Investing
• Related Investment Research Roles
• Strong expertise in:
• Financial Statement Analysis
• Financial Modeling
• Forecasting
• Valuation
• Investment Decision-Making
• Excellent written communication skills with the ability to explain both conclusions and supporting rationale.
• Exceptional attention to detail and sound professional judgment.
• Ability to evaluate work against structured quality standards and provide objective feedback.

Preferred Qualifications

• Experience covering Technology, Media & Telecommunications (TMT) or Semiconductor sectors.
• Experience conducting event-driven research or analyzing SEC filings.
• Prior experience reviewing analyst work, approving research, setting quality standards, or designing review processes.
• Background contributing to research quality assurance or investment oversight functions.
• Familiarity with AI evaluation, data quality, or model assessment projects is a plus.

Why Join

Your expertise will directly improve the quality of advanced AI systems by ensuring finance tasks accurately reflect real-world professional workflows. Rather than completing traditional investment work, you'll help define the standards by which AI models are evaluated, ensuring they demonstrate meaningful financial reasoning and practical judgment.

Role Details

• Employment Type: Independent Contractor
• Work Arrangement: Fully Remote
• Project Type: High-engagement Finance Sprint
• Commitment: Multi-hour work sessions (typically 2–4 hours) with active participation throughout the project.
• Availability: Timely responses to project communications and feedback during the sprint are expected.
• Project Start: Immediate, with limited spots available.

Equal Opportunity

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract & Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Projects may be extended, shortened, or concluded early based on business needs and performance.
• Your work will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are made weekly via Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.