Equity/Investment Research Analyst | Remote - Contract

Xperteez Technology

Remote (United States) Remote Contract 4 days ago
Workplace
Remote
Location
United States
Who can apply
Remote for people based in the United States

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About the role

Role Title: Equity research Expert

Role Type: Contractor

Location: Remote

We are engaging Equity research Experts to contribute to a customer's project focused on advanced financial analysis, modeling, and sector insights. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Required Skills

* equity research

* financial modeling

* earnings analysis

* peer benchmarking

* sector expertise

* investment thesis development

* written communication

* verbal communication

* data analysis

* valuation analysis

Scope of Work

* Review, assess, and contribute to datasets modeling real-world equity research analysis, ensuring accuracy and relevance.

* Analyze earnings reports, perform estimate revisions, and synthesize peer benchmarking insights for AI training purposes.

* Deliver detailed written evaluations of company models, including revenue, margin, cash flow, and valuation drivers.

* Produce high-quality, concise written research summaries and event-driven updates based on deep sector expertise.

* Develop and articulate investment theses, connecting qualitative and quantitative factors to actionable perspectives.

* Identify key industry trends, sector-specific metrics, and company catalysts relevant for fundamental analysis.

* Collaborate with project stakeholders to provide feedback on data quality and enhance research-related content.

Preferred Qualifications

* Extensive experience as a sell-side Research Associate with direct ownership of company models and written research, or as a publishing/lead Research Analyst (titles may include VP or Director).

* Track record of independently covering multiple companies through several earnings cycles and maintaining comprehensive models.

* Proven ability to connect business drivers to financial outcomes and valuation.

* Demonstrated expertise in at least one sector (e.g., banks, insurance, biotech), with the ability to provide deep, specialist insights.

* Exceptional written and verbal communication skills, capable of articulating complex financial concepts clearly.

* History of performing granular earnings analysis, peer benchmarking, valuation, and event-driven research updates.

* Experience formulating and defending investment theses and research views, with accountability for research accuracy and quality.

Originally posted on Himalayas

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