Finance Research Expert - Remote

Finance Research Expert - Remote

Compensation

Hourly Rate: $30–$85 per hour
Employment Type: Contractor
Work Arrangement: Remote (Worldwide)
Estimated Time per Task: 4–8 hours

Note: The opportunity overview also specifies $30–$60 per hour. Confirm the applicable rate during recruitment.

About the Role

We are seeking experienced finance professionals to develop and evaluate research questions based on real U.S. publicly traded companies. You will analyze SEC filings and investor relations documents, verify financial information, and test AI-generated answers for accuracy.

This role is ideal for professionals with practical experience in financial research, investment analysis, accounting, audit, or corporate finance. Familiarity with U.S. SEC filings and U.S. GAAP is essential.

Key Responsibilities

• Develop challenging finance research questions using 10-K, 10-Q, 8-K filings, proxy statements, earnings releases, and investor presentations.

• Research and verify financial figures using reliable source documents.

• Compare multiple filings to identify discrepancies, restatements, and differences between reported and adjusted figures.

• Verify reporting periods, fiscal years, and document versions, including amended filings.

• Test research questions against AI models and identify incorrect answers.

• Refine ambiguous questions to ensure each has one accurate, verifiable answer.

Required Qualifications

• Hands-on experience analyzing U.S. SEC filings.

• Familiarity with U.S. GAAP and financial reporting.

• Professional background in at least one of the following:

  • Equity research or investment analysis.

  • Investment banking or corporate development.

  • Credit or restructuring analysis.

  • SEC reporting, accounting, or audit.

  • Corporate law, securities due diligence, or financial investigations.

• Ability to interpret complex financial documents, including footnotes and tables.

• Strong analytical skills, attention to detail, and written English communication.

Key Skills

• Equity Research

• Financial Analysis

• FP&A

• Corporate Finance

• Accounting and Auditing

• Investor Relations

• Credit Analysis

• SEC Filings Analysis

• U.S. GAAP

• Financial Reporting

• Due Diligence

• Financial Data Verification

• AI Model Evaluation

• Research and Technical Writing

Selection Process

1. Submit your resume and a short professional profile.

2. Complete a brief finance interview about your experience with U.S. filings and financial reporting. No preparation or written assignment is required.

3. Undergo an experience review.

4. If selected, complete onboarding and an initial task, which will be reviewed before further assignments.