Equity Research AI Research Contributor

Overview

This project seeks Subject Matter Experts from sell-side or buy-side equity research (any sector) to create realistic Excel tasks that evaluate how well AI performs equity research modeling work. Tasks will be based on your own past work and must result in clear, correct answers.

Responsibilities

• Create realistic Excel tasks drawn from your own experience, including:
  • Extending existing models
  • Fixing broken models
  • Building models from a brief
• Complete each task yourself to ensure there is a clear and correct answer
• Write yes-or-no criteria precise enough that an evaluator/grader can mark any attempt against the standard

Requirements

• 3+ years in sell-side or buy-side equity research, covering a defined sector or universe of stocks (e.g., TMT, Healthcare, Financials, Energy, Consumer, Industrials)
• Deep, hands-on Excel skills, including at minimum:
  • Earnings extraction and prediction
  • Calendarisation
  • SOTP valuation
  • Data packs and nested formulas
• Strong written English communication skills
• Strong attention to detail and willingness to learn concepts in AI and Evals

Preferred Qualifications

• Experience using AI tools on your own work and identifying common modeling mistakes

Compensation & Benefits

• Payment: task-based
• Experts who complete the first task within the required timeline will then be qualified to do multiple tasks for the remainder of the project
• Payments will be weekly following task completion

Location

• Fully remote; can be completed on your own schedule

Contract & Project Details

• Engagement type: independent contractor
• Start date: Immediate
• Duration: Approximately 4–6 weeks
• Projects can be extended, shortened, or concluded early depending on needs and performance
• Work will not involve access to confidential or proprietary information from any employer, client, or institution

Getting Started / Task Onboarding

• Participate in a 30-minute group walkthrough call
• Create one original task from your own work and submit:
  • The brief
  • The actual input workbook(s) needed to complete it
• Input-file uploads are compulsory
• The brief must be written by you
• Input workbooks must be human-built and based on real data that has been sanitised, or public data with the source named
• No AI usage is allowed in preparing the task materials
• Tasks will be run against current frontier AI models; if models get it wrong, you will write a detailed yes-or-no rubric and a reviewer will sign off with you
• Completing onboarding does not guarantee a job offer; selection remains subject to written approval of the task proposal