Overview
This role involves contributing public equities investment expertise to AI training and evaluation workflows. The position focuses on translating equity research, valuation, and portfolio decision-making into structured tasks that help train and assess AI systems in financial analysis and investment reasoning.
Responsibilities
- Apply public equities investing knowledge to AI projects
- Evaluate AI-generated equity research, valuation models, and investment theses for accuracy and rigor
- Build and review financial models, comparable company analyses, and valuation frameworks
- Translate investment workflows into structured AI training tasks
- Clearly articulate assumptions, tradeoffs, and investment reasoning
Domain Focus
- Equity research and fundamental analysis
- Valuation methodologies including discounted cash flow (DCF), comparable companies, and precedent transactions
- Portfolio construction and risk management
- Sector and company-specific analysis
- IPO and S-1 analysis (for candidates specializing in this area)
Requirements
- 5 to 8+ years of experience in public equities investing, equity research, or asset management
- Experience evaluating and analyzing public companies
- Strong financial modeling and analytical skills
- Clear written communication abilities
- For IPO-focused candidates: direct experience analyzing or working on S-1 filings and IPO processes
Preferred Qualifications
- Experience in high-impact investing roles
- Comfort with ambiguity and problem-solving
- Commitment to rigor and decision quality