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Consultant Equity Research Specialists

  • 20+ Hrs/Week
  •  Remote - Mumbai Metropolitan Region
  • 1 months
  • Project posted on: 6/10/2025
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Consultant Equity Research Specialists

  • Finance
  • Financial planning and analysis
  • Valuations & business modelling
  • Equity research and analysis

Remote - Mumbai Metropolitan Region, Delhi / NCR, Kolkata, Chennai, Bengaluru

20+ Hrs/Week

1 months

 6/10/2025

Assignment Details

Our client, a global mobility platform powered by AI is looking to engage with a Consultant Equity Research Specialists.

They are looking for experienced Consultants with strong financial domain expertise to design, test, and evaluate AI model (LLM) performance on real-world financial tasks. Evaluators will create realistic prompts, analyze model outputs, and apply structured rubrics to assess accuracy, reasoning, and professional applicability.

Key Responsibilities 
• Prompt Design: Create complex, document-based prompts that reflect real financial workflows (IB, PE, AM, ER).
• Document Handling: Review, extract, and structure insights from company filings (10-K/10-Q), investor presentations, and benchmark data (PDF/CSV).
• Evaluation: Score AI model responses using objective rubrics, assigning weights and documenting rationale.
• Failure Analysis: Identify reasoning errors, hallucinations, or misinterpretations and capture detailed failure modes. 
• Reporting: Summarize findings into concise, evidence-backed evaluation notes.

Duration: ~1 month
Commitment: Minimum 4 hours/day – Maximum 8 hours/day
Mode: Remote collaboration

Future Opportunity: Successful engagement may transition into a longer-term retainer model.

 

Skills Required

• 6–10 years of relevant Equity Research experience (buy-side or sell-side).
• Interest in innovation at the intersection of Equity Research and Artificial Intelligence.
• Financial Analysis: Ability to interpret financial statements, earnings results, and KPIs.
• Valuation & Modeling: Knowledge of DCF, comps, multiples, IRR, EPS, and portfolio performance metrics (Sharpe, beta, tracking error).
• Workflows Knowledge: Familiarity with M&A;, IPOs, due diligence, portfolio allocation, and equity research outputs.
• Risk Assessment: Ability to identify financial, operational, and macroeconomic risks and catalysts.
• Prompt & Rubric Design: Experience structuring clear tasks, constraints, and measurable evaluation criteria.
• Document Analysis: Skilled at extracting evidence from large financial documents and ensuring traceability.
• Communication: Strong writing skills to produce investment notes, evaluation rationales, and failure summaries.
Preferred Background
• Former/Current professionals in Investment Banking, Private Equity, Asset Management, or Equity Research.
• CFA charterholders, FRM, MBA in Finance, or equivalent experience in financial analysis.
• Exposure to LLMs, data-driven evaluation, or prompt engineering is a plus (training provided if not).
• Company-level analysis: revenue, EPS, guidance.
• Ability to update models and valuations (P/E, growth projections). 
• Drafting buy/hold/sell recommendations with risks and catalysts

About the Client

A global mobility platform powered by AI

Industry

Financial & Investment

Experience Required:

8+ years

Additional Skills:

  • Valuations & business modelling
  • Financial Modelling
  • Business Analysis
  • AI
  • Equity Research

No of open positions:

5

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