Remote | Equity Research & SEC Filings Consultant — Up to $100/hour

24-Mag•New York, NY

17h•Remote

About The Position

We are sharing a specialised part-time consulting opportunity for equity research professionals experienced in public company analysis, SEC filing review, financial research, investment memos, and structured analytical feedback. This role supports current and upcoming remote consulting opportunities focused on equity research analysis, SEC filing review, public company data extraction, financial disclosure assessment, investment research workflows, and high-quality project execution. Selected professionals will apply their equity research experience to review company materials, analyze public filings, synthesize financial information, and provide structured feedback based on real-world research workflows.

Requirements

At least 2 years of experience in equity research, investment research, asset management, investment banking, private equity, corporate finance, or a related finance role
Experience at a top equity research platform, investment firm, bank, advisory firm, asset manager, or comparable finance environment
Hands-on experience analyzing and extracting information from public SEC filings
Strong financial analysis, research, and written communication skills
Ability to synthesize complex public company information into clear insights, summaries, or analytical feedback
Strong judgment when evaluating financial disclosures, company performance, and investment-related reasoning
Ability to work independently in a remote, project-based environment
A degree in finance, economics, accounting, business, mathematics, engineering, or a related analytical field is helpful
Professional experience in equity research, investment analysis, asset management, financial research, corporate finance, or public company analysis is highly relevant
Equivalent practical experience with SEC filings, financial statements, valuation, company research, or investment memos may also be valuable

Nice To Haves

Familiarity with SEC EDGAR, 10-Ks, 10-Qs, earnings releases, investor presentations, transcripts, and public company disclosures
Experience with Excel, financial modeling, valuation, earnings analysis, sector research, or investment memo preparation
Familiarity with tools such as Bloomberg, FactSet, Capital IQ, Refinitiv, or comparable financial research platforms
Ability to commit at least 10 hours per week depending on project availability and scope
Strong attention to detail in filing review, data extraction, financial analysis, and research documentation

Responsibilities

Review public company filings such as 10-Ks, 10-Qs, earnings materials, investor presentations, and related disclosures
Extract and organize key information from SEC filings, financial statements, MD&A sections, risk factors, segment disclosures, and business descriptions
Evaluate whether filing-based summaries accurately reflect the underlying source materials
Identify missing details, unsupported conclusions, unclear interpretation, or inconsistencies in public company analysis
Review or develop company analysis, industry research, investment summaries, and equity research-style materials
Evaluate business models, financial performance, valuation drivers, competitive positioning, and market dynamics
Support research workflows involving multiple documents, financial data, earnings context, and investment decision points
Prepare clear written feedback based on equity research judgment and structured evaluation criteria
Assess analytical outputs for clarity, completeness, accuracy, and investment relevance
Review financial narratives, company summaries, industry analysis, and public-market research materials
Apply consistent evaluation standards across research tasks and financial documents
Maintain accuracy, attention to detail, and professional judgment across submitted work