Finance Expert - Public Equities Analyst​/PM

This role is for one of our clients

Compensation: $210-$270 per hour

A cutting-edge AI research initiative is launching an intensive Finance Sprint focused on evaluating whether real-world finance workflows accurately reflect professional practice. We are seeking experienced investment professionals to assess the realism, clarity, and quality of finance-related tasks used to train and evaluate advanced AI systems.

This is a high-engagement, fully remote project beginning immediately. Opportunities are offered on a first-come, first-served basis, and participants should be available to remain actively involved throughout the sprint.

Work typically consists of focused sessions lasting 2-4 hours and requires timely communication, including responding to project updates, questions, and feedback during the day.

Requirements

• Review finance tasks and workflows for professional realism, clarity, completeness, and internal consistency.
• Assess whether task inputs, assumptions, workflows, and expected outcomes accurately reflect real-world finance practices.
• Identify missing assumptions, ambiguous instructions, unsupported requirements, impractical constraints, and important edge cases.
• Evaluate whether tasks appropriately measure professional finance capabilities rather than generic knowledge.
• Provide concise, structured written feedback along with practical recommendations to improve task quality and realism.
• Validate workflow logic and maintain consistent evaluation standards across the project.
• Collaborate with fellow finance experts to ensure high-quality evaluations throughout the sprint.

• 5-9 years of relevant experience for the Practitioner track, or 9-15 years for the Senior Reviewer track.
• Professional experience in one or more of the following:
• Fundamental Equity Research
• Asset Management
• Hedge Funds
• Public Markets Investing
• Related Investment Research Roles
• Strong expertise in:
• Financial Statement Analysis
• Financial Modeling
• Forecasting
• Valuation
• Investment Decision-Making
• Excellent written communication skills with the ability to explain both conclusions and supporting rationale.
• Exceptional attention to detail and sound professional judgment.
• Ability to evaluate work against structured quality standards and provide objective feedback.

• Experience covering Technology, Media & Telecommunications (TMT) or Semiconductor sectors.
• Experience conducting event-driven research or analyzing SEC filings
  .
• Prior experience reviewing analyst work, approving research, setting quality standards, or designing review processes.
• Background contributing to research quality assurance or investment oversight functions.
• Familiarity with AI evaluation, data quality, or model assessment projects is a plus.

Your expertise will directly improve the quality of advanced AI systems by ensuring finance tasks accurately reflect real-world professional workflows. Rather than completing traditional investment work, you'll help define the standards by which AI models are evaluated, ensuring they demonstrate meaningful financial reasoning and practical judgment.

• Employment Type: Independent Contractor
• Work Arrangement: Fully Remote
• Project Type: High-engagement Finance Sprint
• Commitment: Multi-hour work sessions (typically 2-4 hours
  ) with active participation throughout the project.
• Availability: Timely responses to project communications and feedback during the sprint are expected.
• Project Start: Immediate, with limited spots available.

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

• You will be engaged as an independent contractor
  .
• This is a fully remote opportunity that can be completed on your own schedule.
• Projects may be extended, shortened, or concluded early based on business needs and performance.
• Your work will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are made weekly via Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.