Equity & Credit Research Expert

This role is for one of Weekday’s clients

Role Type: Independent Contractor
Compensation: $100–$200 per hour
Work Location: Remote

Role Overview

We are seeking experienced Equity & Credit Research Experts to contribute their financial market expertise to the development and training of next-generation Artificial Intelligence (AI) systems.

In this role, you will leverage your knowledge of financial markets, investment research, analytical methodologies, and sector-specific trends to create, review, and evaluate high-quality financial content. Your insights will help improve how AI models analyse financial information, assess investment opportunities, interpret risk, and reason through complex equity and credit research scenarios.

The engagement involves evaluating financial statements, market data, investment theses, valuation reports, and credit risk assessments to support AI training and evaluation. Prior experience in AI or machine learning is not required; strong domain expertise in equity research, credit research, and financial analysis is the primary requirement.

Requirements

Scope of Work and Key Responsibilities

• Financial Statement Analysis: Analyse and evaluate financial statements, earnings reports, company disclosures, and market data for public and private companies.
• Equity and Credit Research: Prepare and review comprehensive equity and credit research commentary using industry-standard frameworks, analytical techniques, and methodologies.
• Investment Thesis and Risk Assessment: Draft and evaluate investment theses, credit risk assessments, valuation reports, and financial research documentation for AI training datasets.
• Case Study Evaluation: Provide real-world examples and assess financial case studies involving equity valuation, credit analysis, investment decisions, and market scenarios.
• Research Review and Annotation: Critically review and annotate research documents, identifying key financial drivers, business risks, market catalysts, and sector-specific developments.
• Quality and Accuracy Assessment: Evaluate the accuracy, clarity, completeness, and relevance of financial research content and provide structured feedback.
• Cross-Functional Collaboration: Participate in review and feedback cycles with project managers and technical teams to improve project deliverables.
• Process Improvement: Contribute professional insights, analytical best practices, and domain knowledge to continuously improve research workflows and evaluation standards.

Required Skills and Qualifications

• Extensive professional experience in equity research, credit research, or a related financial analysis and investment research role.
• Strong understanding of financial statements, company performance analysis, and financial reporting.
• Advanced knowledge of financial modelling, valuation methodologies, and investment research frameworks.
• Expertise in credit risk evaluation, financial risk assessment, and sector-specific market analysis.
• Ability to develop and evaluate investment theses, research commentary, and valuation reports.
• Strong understanding of financial markets, industry dynamics, market trends, and investment drivers.
• Excellent written and verbal communication skills, with an emphasis on clarity, accuracy, and actionable insights.
• Strong analytical and critical-thinking abilities, with the capability to synthesise complex financial information into structured conclusions.
• Ability to prepare clear, well-organised research deliverables for both technical and non-technical audiences.

Good-to-Have Skills

• Familiarity with financial research and data platforms such as Bloomberg, FactSet, and S&P Capital IQ.
• Advanced degree in Finance, Economics, Accounting, or a related discipline.
• Relevant professional certifications such as CFA, CPA, or an MBA.
• Experience contributing to AI training, data annotation, or AI model evaluation projects.
• Experience working on collaborative research assignments and providing constructive feedback.
• Familiarity with remote collaboration tools and asynchronous workflows.

Engagement Details

• Role: Equity & Credit Research Expert
• Engagement Type: Independent Contractor
• Compensation: $100–$200 per hour
• Location: Fully Remote
• Primary Expertise: Equity Research, Credit Research, Financial Modelling, and Investment Analysis
• Prior AI Experience: Not mandatory; financial domain expertise is the primary requirement.