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Finance Expert - Public Equities Analyst / PM

weekday-1 · United States

External listingpart-time8 days ago

About The Role

# Finance Expert - Public Equities Analyst / PM

> Weekday AI · United States (Remote) · Part-time · Posted 2026-07-29

**Workplace:** remote

**Department:** AI Training

## Description

**This role is for one of our clients**

**Compensation: $210-$270 per hour**

A cutting-edge AI research initiative is launching an intensive **Finance Sprint** focused on evaluating whether real-world finance workflows accurately reflect professional practice. We are seeking experienced investment professionals to assess the realism, clarity, and quality of finance-related tasks used to train and evaluate advanced AI systems.

This is a **high-engagement, fully remote** project beginning immediately. Opportunities are offered on a **first-come, first-served** basis, and participants should be available to remain actively involved throughout the sprint.

Work typically consists of focused sessions lasting **2–4 hours** and requires timely communication, including responding to project updates, questions, and feedback during the day.

## Requirements

### **Key Responsibilities**

  • Review finance tasks and workflows for professional realism, clarity, completeness, and internal consistency.
  • Assess whether task inputs, assumptions, workflows, and expected outcomes accurately reflect real-world finance practices.
  • Identify missing assumptions, ambiguous instructions, unsupported requirements, impractical constraints, and important edge cases.
  • Evaluate whether tasks appropriately measure professional finance capabilities rather than generic knowledge.
  • Provide concise, structured written feedback along with practical recommendations to improve task quality and realism.
  • Validate workflow logic and maintain consistent evaluation standards across the project.
  • Collaborate with fellow finance experts to ensure high-quality evaluations throughout the sprint.

### **Required Qualifications**

  • **5–9 years** of relevant experience for the **Practitioner** track, or **9–15 years** for the **Senior Reviewer** track.
  • Professional experience in one or more of the following:
  • Fundamental Equity Research
  • Asset Management
  • Hedge Funds
  • Public Markets Investing
  • Related Investment Research Roles
  • Strong expertise in:
  • Financial Statement Analysis
  • Financial Modeling
  • Forecasting
  • Valuation
  • Investment Decision-Making
  • Excellent written communication skills with the ability to explain both conclusions and supporting rationale.
  • Exceptional attention to detail and sound professional judgment.
  • Ability to evaluate work against structured quality standards and provide objective feedback.

### **Preferred Qualifications**

  • Experience covering **Technology, Media & Telecommunications (TMT)** or **Semiconductor** sectors.
  • Experience conducting event-driven research or analyzing **SEC filings**.
  • Prior experience reviewing analyst work, approving research, setting quality standards, or designing review processes.
  • Background contributing to research quality assurance or investment oversight functions.
  • Familiarity with AI evaluation, data quality, or model assessment projects is a plus.

### **Why Join**

Your expertise will directly improve the quality of advanced AI systems by ensuring finance tasks accurately reflect real-world professional workflows. Rather than completing traditional investment work, you'll help define the standards by which AI models are evaluated, ensuring they demonstrate meaningful financial reasoning and practical judgment.

### **Role Details**

  • **Employment Type:** Independent Contractor
  • **Work Arrangement:** Fully Remote
  • **Project Type:** High-engagement Finance Sprint
  • **Commitment:** Multi-hour work sessions (typically **2–4 hours**) with active participation throughout the project.
  • **Availability:** Timely responses to project communications and feedback during the sprint are expected.
  • **Project Start:** Immediate, with limited spots available.

### **Equal Opportunity**
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
### **Contract & Payment Terms**

  • You will be engaged as an **independent contractor**.
  • This is a fully remote opportunity that can be completed on your own schedule.
  • Projects may be extended, shortened, or concluded early based on business needs and performance.
  • Your work will not involve access to confidential or proprietary information from any employer, client, or institution.
  • Payments are made **weekly via Stripe or Wise** based on services rendered.
  • **Please note:** We are unable to support **H1-B** or **STEM OPT** candidates at this time.

## Apply
[Apply at Weekday AI](https://apply.workable.com/weekday-1/j/46D7FF733A/apply)
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