Equity Research & SEC Filings Consultant

Specialised part-time consulting opportunity for equity research professionals with experience in public company analysis, SEC filings, financial research, and investment memos. Focused on remote project work involving review, analysis, and structured feedback.

Location: Remote (US, Canada)

Salary: Up to $100 per hour

Responsibilities

• Review public company filings such as 10-Ks, 10-Qs, earnings materials, investor presentations, and related disclosures
• Extract and organize key information from SEC filings, financial statements, MD&A sections, risk factors, segment disclosures, and business descriptions
• Evaluate whether filing-based summaries accurately reflect the underlying source materials
• Identify missing details, unsupported conclusions, unclear interpretation, or inconsistencies in public company analysis
• Review or develop company analysis, industry research, investment summaries, and equity research-style materials
• Evaluate business models, financial performance, valuation drivers, competitive positioning, and market dynamics
• Support research workflows involving multiple documents, financial data, earnings context, and investment decision points
• Prepare clear written feedback based on equity research judgment and structured evaluation criteria
• Assess analytical outputs for clarity, completeness, accuracy, and investment relevance
• Review financial narratives, company summaries, industry analysis, and public-market research materials
• Apply consistent evaluation standards across research tasks and financial documents
• Maintain accuracy, attention to detail, and professional judgment across submitted work

Requirements

• At least 2 years of experience in equity research, investment research, asset management, investment banking, private equity, corporate finance, or a related finance role
• Experience at a top equity research platform, investment firm, bank, advisory firm, asset manager, or comparable finance environment
• Hands-on experience analyzing and extracting information from public SEC filings
• Strong financial analysis, research, and written communication skills
• Ability to synthesize complex public company information into clear insights, summaries, or analytical feedback
• Strong judgment when evaluating financial disclosures, company performance, and investment-related reasoning
• Ability to work independently in a remote, project-based environment

Benefits

• Apply equity research experience to structured remote project work
• Contribute to high-quality SEC filing review, public company analysis, and investment research evaluation
• Work on flexible assignments aligned with your research, finance, and analytical background
• Use your financial judgment in a focused, detail-oriented review environment
• Remote structure with competitive hourly compensation