Equity & Investment Research SME

100% remote

3-month contract + extensions

We are seeking experienced investment professionals to apply their financial markets expertise to advanced AI research and model development.

This role is heavily focused on fundamental equity investing and research
. Ideal candidates come from the buy side or sell side and understand how experienced investors analyze companies, evaluate filings, develop investment theses, identify changes in business fundamentals, and make investment decisions.

We are particularly interested in professionals with backgrounds in fundamental equity research, portfolio management, hedge funds, equity trading, and sell-side equity research
. We are also open to exceptional quantitative investment professionals and former investment bankers with meaningful Private Equity experience.

• Guide research teams in identifying knowledge gaps and improving AI model performance across finance and investing.
• Create and maintain rigorous annotation and evaluation standards based on real-world investment research practices.
• Review finance-related tasks and solutions for accuracy, depth, reasoning, and investment relevance.
• Provide clear written feedback to improve the quality of financial analysis produced by AI models.
• Design challenging finance and investment tasks across multiple areas of expertise.
• Develop accurate, structured solutions involving company analysis, financial filings, investment theses, benchmarking, and market research.

Candidates should bring deep experience from one or more of the following backgrounds:

• Buy-Side Equity Research: Experience performing fundamental company research, developing investment theses, benchmarking companies, and identifying meaningful changes in fundamentals.
• Portfolio Management / Hedge Funds: Experience evaluating investment opportunities, monitoring positions, and incorporating financial and market information into investment decisions.
• Sell-Side Equity Research: Experience conducting company and industry research, analyzing SEC filings, developing investment theses, writing research reports, and issuing public investment recommendations or ratings.
• Equity Trading: Strong understanding of equities and how fundamental information impacts investment decisions and market activity.
• Quantitative Investing: Advanced investment-focused quantitative research experience.
• Investment Banking / Private Equity: Investment bankers with meaningful Private Equity exposure and experience evaluating businesses from an investment perspective.

• Strong understanding of fundamental equity analysis and investing
  .
• Ability to distinguish high-quality investment research from superficial or unsupported analysis.
• Experience analyzing financial statements, company filings, business performance, competitive positioning, and investment risks.
• Strong written communication skills with the ability to clearly explain financial reasoning.
• High attention to detail and comfort evaluating complex financial work.
• Ability to independently develop rigorous, realistic investment-analysis problems and solutions