Equity Research Analysts: Evaluation of Coverage Draft Notes
You'll start with a short screening interview
We're hiring equity research professionals to evaluate initiation of coverage draft notes for a paid study. The goal of this research is to ensure financial forecasts, valuation methodologies, and accounting practices meet high analytical standards. Your insights will help us refine our financial modeling evaluation processes and identify common accounting inconsistencies in early-stage coverage reports.
During this remote session, you will be presented with an initiation of coverage draft note for a specific asset or company. You will walk us through your process for reviewing the attached valuation methodologies and financial forecasts. We will ask you to actively identify any analytical errors, accounting inconsistencies, or gaps in the provided financial models. Finally, you will provide structural feedback on how the draft note compares to standard institutional research reports.
We are looking for seasoned equity research analysts, investment analysts, and financial modeling experts who regularly produce or review coverage notes. You should have strong practical experience with valuation methodologies and deep knowledge of accounting principles. We welcome sell-side equity analysts, buy-side investment analysts, and portfolio managers who are comfortable tearing down complex financial forecasts.
- Review an initiation of coverage draft note and its accompanying financial models.
- Evaluate the accuracy and logic of the proposed valuation methodologies.
- Identify analytical gaps, accounting inconsistencies, or aggressive forecasting assumptions.
- Walk us through your thought process for validating institutional financial research.
- Professional experience as an equity research analyst, investment analyst, or similar financial role.
- Strong background in reviewing or authoring initiation of coverage notes.
- Deep understanding of valuation methodologies and financial forecasting.
- Comfortable identifying and explaining accounting inconsistencies in complex models.
- You will be engaged as an independent contractor.
- This is a fully remote opportunity that can be completed on your own schedule.
- Opportunities can be extended, shortened, or concluded early depending on needs and performance.
- Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
- Payment is issued as soon as your work is approved.
- We are unable to support H1-B or STEM OPT candidates at this time.
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