Retail Investment Research Specialist
Job Description & How to Apply Below
Retail Investment Research Specialist (Individual Investor Focus) [$105-$200/hr]
Retail Investment Research Specialists to help train and evaluate AI systems that aim to replicate and enhance how real-world investors think, research, and act.
Role Responsibilities- Research stocks, sectors, and market trends using publicly available and professional tools (e.g., screeners, filings, Trading View, financial news).
- Form and articulate investment theses, including entry/exit reasoning, catalysts, and risks.
- Analyse price movements and market events, distinguishing between noise and meaningful signals.
- Evaluate AI-generated insights, summaries, and recommendations for clarity, usefulness, and accuracy.
- Provide feedback on whether outputs improve decision confidence or create confusion.
- Simulate real-world investor workflows, including idea discovery, validation, and portfolio monitoring.
- Identify gaps in reasoning, missing context, or misleading interpretations in AI outputs.
- Active participation in public markets (equities, ETFs, or similar instruments).
- Demonstrated habit of researching and tracking investments independently.
- Ability to explain why a stock is moving or whether a move matters.
- Strong intuition for market sentiment, narratives, and behavioral patterns.
- Comfort using platforms such as Reddit, X (Twitter), Google Finance, Yahoo Finance, Trading View, or similar.
- Clear written communication skills and ability to express investment reasoning.
- Experience using advanced tools (e.g., Bloomberg, Capital IQ, or similar).
- Familiarity with technical analysis, financial statements, or macroeconomic indicators.
- Prior experience documenting trades, theses, or investment outcomes.
- Individuals who have developed their own approach to investing whether structured or evolving.
- Investors who seek deeper insight and faster understanding, rather than surface-level summaries.
- Strong curiosity about markets and a desire to continuously improve decision‑making.
- Ability to balance conviction with openness to new information.
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