Equity Data Analyst, AI Platform
About The Position
StockStory, a part of CNBC, is building the next generation of AI-powered equity research for individual investors. We operate like a startup with high ownership and fast decisions, backed by a large, well-capitalized public company. Our mission is to help millions of investors achieve better results in the markets. This role is at the intersection of investing, AI, and product, defining modern equity research. The Equity/Financial Data Analyst will build a new generation of AI-powered equity research. This role is for those passionate about the stock market and building scalable systems, wanting to learn how equity analysis translates into software, models, and AI-enabled products. You will oversee data ingestion and transformation for our AI equity research engine, including LLM workflows and factor models. This role is within a small, high-caliber team requiring high ownership and autonomy, supporting research, product, and modeling decisions, working closely with equity research and engineering teams in a collaborative, low-bureaucracy environment with direct access to decision-makers.
Requirements
- 2+ years of experience analyzing equity market filings and financial data to support investment teams or sell side research teams.
- Strong understanding of accounting principles (US GAAP), proficiency in reading financial statements across various sectors, including interpretation of earnings results, financial guidance, and changes in reporting conventions.
- Ability to identify the reason(s) why individual stocks or the market as a whole are moving on a given trading day.
- Some experience using LLMs for equity research or data extraction workflows.
Nice To Haves
- Basic coding or programming experience is a plus but not required.
Responsibilities
- Extract, organize and ensure accuracy of financial data, KPIs and qualitative information used in analysis of public equities across various industries.
- Contribute expertise and feedback for building automated systems for data extraction and validation.
- Troubleshoot and rectify data issues that arise in the internal system including interfacing with Engineering and 3rd party data providers when necessary.
- Oversee publication of StockStory content to ensure accuracy of research and news content produced, to meet the journalistic standards of CNBC, and to contribute to development of a fact-checking AI agent.
- Contribute to earnings season coverage and stock moves coverage, contribute to development of related AI agents.
- Support new feature development and contribute to improving StockStory quantitative factor-based stock picking models.
Benefits
- Free onsite fitness center with state-of-the-art equipment, plus daily group classes
- Gourmet cafeteria with daily specials plus soup and salad bars
- Dry cleaning, shoe shining and sneak peeks
- Free shuttle transportation to and from multiple locations in Manhattan, Brooklyn, Hoboken and Jersey City
- Meaningful and continued investment in data, technology, and product development
- Opportunity to contribute to a growing team within CNBC that is expected to scale significantly over time
- Meaningful exposure to senior leadership
- Ability to influence how the platform evolves
- Health insurance
- Retirement plans
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
