Finance Expert - Public Equities Analyst / PM
weekday-1 · United States
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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