About this role
Preparing for this role? See the best AI tools for finance pros, practise with ready-made prompts for finance pros, read Generative AI in Banking: Tools and Use Cases for 2026 and take the free 30-day AI challenge.
Role Title: Equity & Credit Research Expert
Role Type: Contractor
Location: Remote
our partner is engaging Equity & Credit Research Experts to participate in a dynamic project for one of its customers. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. As an Equity & Credit Research Expert, you will leverage your deep knowledge of financial markets, analytical methods, and sector-specific trends to provide nuanced, high-value insights that inform the development of advanced technology solutions.
Scope of Work
- Analyze and evaluate financial statements, earnings reports, and market data for public and private companies.
- Deliver comprehensive equity and credit research commentary using industry-standard frameworks and methodologies.
- Draft and review investment theses, risk assessments, and valuation reports to support robust AI training datasets.
- Provide real-world examples and assess case studies relevant to equity and credit analysis scenarios.
- Critically assess and annotate research documents, highlighting key drivers, risks, and market catalysts.
- Collaborate in feedback cycles to enhance accuracy, clarity, and relevance of project deliverables.
- Contribute to the continuous improvement of project workflows by sharing professional insights and best practices.
Preferred Qualifications
- Extensive background in equity and/or credit research, with proven experience in financial analysis and investment research.
- Strong understanding of financial modeling, credit risk evaluation, and sector-specific market trends.
- Excellent written and verbal communication skills, with a focus on clarity, precision, and actionable insights.
- Familiarity with major financial data platforms (e.g., Bloomberg, FactSet, S&P Capital IQ).
- Advanced degree or relevant certification (e.g., CFA, CPA, MBA) is advantageous.
- Demonstrated ability to synthesize complex topics into clear, structured deliverables for technical and non-technical audiences.
- Experience contributing to collaborative projects and providing constructive feedback is a plus.
This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.
