Expert Equities Research Reviewer [$150-$180/hr] Expert Equities Research Reviewers to evaluate AI-generated multi-source investment research reports, including financial modeling, valuation analysis, competitive positioning, price targets, and structured investment theses for accuracy, analytical depth, and practical investment utility.

Role Responsibilities

Review AI-generated equity research reports for factual accuracy, analytical rigor, and logical coherence

Evaluate investment theses, price targets, and buy/hold/sell recommendations, identifying unsupported assumptions or gaps in reasoning

Verify financial metrics and modelling logic across:

Revenue growth and margin structure

Rule of 40 calculations

TAM estimates

Valuation multiples and DCF assumptions

Assess whether conclusions reflect current market realities and align with publicly available information

Provide structured written feedback across key quality dimensions, including:

Source reliability

Claim confidence calibration

Internal consistency

Completeness of coverage

Flag stale data, misinterpreted metrics, flawed valuation logic, or missing contextual factors that could mislead an investment decision-maker





Evaluate multi-company comparative analyses and sector-level assessments for methodological soundness and practical relevance

Good Candidature

Professional experience in public equities research, portfolio management, or related buy-side/sell-side roles (hedge fund, asset management, equity research, or investment banking)

Solid command of fundamental analysis, including:

Financial statement interpretation

DCF modelling and valuation methodologies

Comparable company analysis

Earnings-driven forecasting

Ability to critically assess an investment thesis and deliver clear, specific, and actionable written feedback

Comfort reviewing structured research documents (Markdown or PDF format)

Strong written communication skills — feedback must be precise, analytical, and constructive

Nice to Have

CFA designation or active progress toward it

Experience building or evaluating quantitative research tools, screening systems, or systematic strategies

Familiarity with AI/LLM capabilities and limitations in financial research contexts

Coverage experience across multiple sectors beyond technology

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📌 Equity Research Expert (Winnipeg)
🏢 Great Value Hiring
📍 Winnipeg