Equity Research AI Contributor

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop realistic Excel tasks centered around equity research activities, which include enhancing existing models, correcting flawed models, and constructing models from provided briefs.

• Methodically work through each task to derive a clear and accurate solution.

• Formulate precise yes-or-no criteria for evaluating attempts.

• Participate in a 30-minute group walkthrough session.

• Create and present one original task, along with its brief and the necessary input workbook(s).

• Test the task against current leading AI models.

• Draft a comprehensive yes-or-no rubric when AI models yield incorrect outcomes.

• Collaborate with a reviewer to obtain task approval.

• Generate evaluation and training tasks for AI systems utilized in professional environments.

⛳️ Requirements

• Over 3 years of experience in sell-side or buy-side equity research, focusing on a specific sector or portfolio of stocks.

• Extensive hands-on experience with Excel, including earnings extraction and forecasting, calendarization, sum-of-the-parts (SOTP) valuation, data packs, and complex nested formulas.

• Excellent written communication skills in English.

• Strong attention to detail.

• Eagerness to learn about AI concepts and evaluations.

• Required to create an original task based on personal work during the onboarding process.

• Necessity to submit the brief and human-generated input workbooks; uploading input files is mandatory.

• Use of sanitized real data or publicly available data with proper source attribution is required.

• AI usage is prohibited when developing the task and input workbooks.

• Availability for an estimated 4–6 week project that commences immediately is essential.

• Must operate as an independent contractor.

🏝️ Benefits

• Position is fully remote.

• Flexible scheduling; tasks can be completed at your convenience.

• Weekly payments upon task completion.

• Opportunity to undertake multiple tasks throughout the duration of the project after the initial task is completed.

• Potential for project extensions based on needs and performance.