Equity Research AI Specialist

Weekday AI

32d•Remote

About The Position

This role is for one of our clients. Join a leading AI research initiative focused on developing next-generation artificial intelligence systems capable of advanced financial reasoning and investment analysis. We are seeking experienced Equity Research professionals to contribute their expertise toward training and evaluating AI models that analyze financial statements, public company disclosures, and investment research. In this role, you will apply your knowledge of equity research and SEC filings to create, review, and evaluate high-quality financial content that enhances AI models' analytical capabilities. This is a remote, contract-based opportunity offering flexible working hours and the chance to contribute to cutting-edge AI innovation.

Requirements

Minimum of 2 years of professional experience in Equity Research at a recognized financial institution or investment firm.
Hands-on experience analyzing and extracting insights from SEC filings, including annual reports, quarterly reports, and other public disclosures.
Strong understanding of financial statement analysis
Strong understanding of company valuation concepts
Strong understanding of equity research methodologies
Strong understanding of public market investing
Strong understanding of corporate financial reporting
Excellent analytical, written, and communication skills.
High attention to detail with the ability to evaluate complex financial information accurately.

Nice To Haves

Experience preparing equity research reports or investment recommendations.
Familiarity with financial modeling and valuation techniques.
Knowledge of capital markets, accounting principles, and corporate finance.
Interest in artificial intelligence, financial technology, or AI-assisted investment research.
Experience reviewing financial content or participating in quality assurance initiatives.

Responsibilities

Review AI-generated financial analyses for accuracy, completeness, and analytical rigor.
Assess the quality of investment reasoning and financial interpretations.
Provide detailed written feedback to improve model performance.
Interpret and extract insights from public company disclosures, including SEC filings and financial statements.
Validate AI-generated summaries and ensure accurate representation of financial information.
Create challenging, real-world equity research scenarios for AI training and evaluation.
Contribute to the development of structured financial datasets and assessment criteria.
Work alongside AI researchers and financial subject matter experts to improve evaluation methodologies.
Help establish consistent standards for financial reasoning and investment analysis.