🌍 Finance Research Expert, Remote- Contract

Overview

Contract role focused on finance research for real US public companies. Work is remote and worldwide, with tasks estimated at around 4 to 8 hours each.

You will create finance research questions, source verified answers from US SEC filings and investor materials, and validate which questions current AI models answer incorrectly.

Responsibilities

• Create finance research questions that require locating a specific figure in US documents such as 10-K, 10-Q, 8-K, proxy statements, earnings releases, or investor presentations.
• Produce answers with verified sourcing (from filings, investor relations materials, and other relevant documents).
• Compare answers across multiple documents when discrepancies exist (e.g., original vs. restated figures, adjusted vs. reported figures).
• Ensure period accuracy and correct document version selection (e.g., correct fiscal year, correct filing, latest amended version).
• Rewrite questions when wording could allow more than one valid answer.
• Test each question against current AI models and keep only the ones the models answer incorrectly.

Requirements

• Hands-on experience reading US SEC filings.
• Familiarity with US GAAP.
• Clear written English.
• Comfortable reading long filings, including footnotes and tables.

Background & Experience (One or more)

Experience in one or more of the following areas is required:

• Equity research or investment analysis (sell-side or buy-side) covering US companies.
• Investment banking or corporate development (M&A, equity capital markets), including experience with deal filings, prospectuses, ownership history, and subsidiary structures.
• Credit or restructuring analysis, including experience with credit agreements, bond terms, and bankruptcy filings.
• SEC reporting or audit (Big 4 audit or corporate reporting), including experience with restatements, footnotes, and how figures change across filings.
• Corporate law or due diligence (securities law, KYC, investigations), including experience tracing entities, executives, and related parties across records.

Compensation & Benefits

• Contract role. (Compensation details not provided.)

Location

• Remote (worldwide).