Finance Expert - Equity Research

About the Role

We are seeking an experienced Equity Research professional to join us as an in-house subject matter expert, "Finance Expert - Equity Research." You will draw on your deep expertise in capital markets, fundamental analysis, financial modeling, valuation, and investment research to create training environments that mimic the real-world, high-quality model evaluations, accurate data annotation and detailed inputs that train and refine our AI models.

You will partner closely with our technical teams to help ensure our models capture the full complexity of institutional-grade investment analysis. The role calls for sharp analytical thinking, quick adaptability, and genuine excitement about pushing forward frontier AI in a fast-moving environment.

• Use proprietary software to deliver precise inputs, labels, and annotations for equity research projects, producing high-quality training data for AI models.
• Create and curate realistic, high-fidelity scenarios involving sector and company analysis, financial modeling, valuation methodologies (DCF, comparable companies, precedent transactions), earnings forecasts, investment thesis development, and research report preparation.
• Develop detailed examples of coverage initiation, earnings analysis, estimate revisions, industry specific data analysis and investment recommendation frameworks.
• Partner with technical staff to support the development of new AI tasks and contribute to innovative tooling.
• Help design and refine efficient annotation tools tailored to equity research workflows.
• Identify, analyze, and break down complex investment analysis problems aligned with your professional experience to improve model performance.
• Execute tasks accurately while maintaining consistency and adapting to new requirements.

• Minimum of 2 years of professional experience in sell-side or buy-side equity research, with demonstrated sector coverage responsibility.
• Proficiency in financial modeling, valuation techniques, and financial statement analysis.
• Strong command of written and spoken English (informal and professional).
• Excellent communication, interpersonal, analytical, and organizational skills.
• Superior reading comprehension and ability to exercise sound independent judgment with incomplete or ambiguous information.
• Genuine interest in technological innovation and its application to investment research.

• Relevant certifications (e.g., FINRA licenses such as Series 7/63/86/87, current or expired).
• Familiarity with Bloomberg, Fact Set, Capital IQ, or similar research platforms.
• Experience writing and publishing research notes, earnings summaries, or coverage reports for institutional clients.
• Experience mentoring or training junior associates in research methodologies, modeling best practices, or report writing.
• Quantitative mindset with ability to integrate structured data insights into fundamental analysis.
• Comfort recording audio or video sessions for data collection purposes.
• Prior exposure to AI, machine learning, data visualization, or data annotation workflows.

• This position is based in Palo Alto, CA, or fully remote.
• The Palo Alto option is an in-office role requiring 5 days per week; remote positions require strong self-motivation.
• If you are based in the US, please note we are unable to hire in the states of Wyoming and Illinois at this time.
• We are unable to provide visa sponsorship.
• Team members are expected to work from 9:00am - 5:30pm PST for the first two weeks of training and 9:00am - 5:30pm in their own timezone thereafter.
• For those who will be working from a personal device, please note your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.

$45/hour - $100/hour

The posted pay range is intended for U.S.

-based candidates and depends on factors including relevant experience, skills, education, geographic location, and qualifications. For international candidates, our recruiting team can provide an estimated pay range for your location.

Hourly pay is just one part of our total rewards package cific benefits vary by country, depending on your country of residence you may have access to medical benefits. We do not offer benefits for part-time roles.