Equity Research AI Specialist

Key Responsibilities

• Evaluate Financial Analysis
• Review AI-generated financial analyses for accuracy, completeness, and analytical rigor
• Audit the quality of investment reasoning and financial interpretations
• Provide detailed written feedback to improve model performance
• Analyze Public Company Filings
• Interpret and extract insights from public company disclosures, including SEC filings and financial statements
• Validate AI-generated summaries and ensure accurate representation of financial information
• Create Financial Evaluation Tasks
• Create challenging, real-world equity research scenarios for AI training and evaluation
• Contribute to the development of structured financial datasets and assessment criteria
• Collaborate with Research Teams
• Work alongside AI researchers and financial subject matter experts to improve evaluation methodologies
• Help establish consistent standards for financial reasoning and investment analysis

Required Qualifications

• Minimum of 2 years of professional experience in Equity Research at a recognized financial institution or investment firm
• Hands-on experience analyzing and extracting insights from SEC filings, including annual reports, quarterly reports, and other public disclosures
• Strong understanding of: Financial statement analysis, Company valuation concepts, Equity research methodologies, Public market investing, Corporate financial reporting
• Excellent analytical, written, and communication skills
• High attention to detail with the ability to evaluate complex financial information accurately

Preferred Qualifications

• Experience preparing equity research reports or investment recommendations
• Familiarity with financial modeling and valuation techniques
• Knowledge of capital markets, accounting principles, and corporate finance
• Interest in artificial intelligence, financial technology, or AI-assisted investment research
• Experience reviewing financial content or participating in quality assurance initiatives