🌍 Finance Research Expert, Remote- Contract
About The Position
The Finance Research Expert writes finance research questions about real US public companies, along with verified answers supported by sources. Questions draw on information in SEC filings and investor-relations materials, or require comparing multiple documents. They may ask for specific figures in a 10-K, 10-Q, 8-K, proxy statement, earnings release, or investor presentation, and may involve resolving differences between documents, such as original versus restated figures or adjusted versus reported amounts. The role requires careful attention to fiscal periods and document versions, including the correct filing and latest amended version. Each question is tested against current AI models; questions that models answer incorrectly are retained. Questions should be rewritten if their wording permits more than one valid answer. Tasks take around 4 to 8 hours and can be performed remotely worldwide.
Requirements
- Hands-on experience reading US SEC filings.
- Familiarity with US GAAP.
- Experience in at least one of the relevant areas: equity research, FP&A, corporate finance, accounting or audit, investor relations, or credit analysis.
- Hands-on work with US filings in a relevant background such as equity research or investment analysis, investment banking or corporate development, credit or restructuring analysis, SEC reporting or audit, or corporate law or due diligence.
- Comfort reading long filings, including footnotes and tables.
- Clear written English.
Responsibilities
- Write finance research questions about real US public companies.
- Provide verified, sourced answers to the questions.
- Create questions requiring information from SEC filings or investor-relations materials, including comparisons across multiple documents.
- Account for fiscal periods and document versions, including amended filings and differences between original, restated, adjusted, and reported figures.
- Test questions against current AI models and retain questions they answer incorrectly.
- Rewrite questions when the wording allows more than one valid answer.
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What This Job Offers
Education Level
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