Equity Research AI Research Contributor

Aptura
Worldwide Remote
RemoteCareer-pivot friendly

Who this role is best for

Best suited to equity research professionals with strong Excel modeling experience and a critical view of AI capabilities, working in a global, remote, contract-based setting.

Best fit for

  • Equity research professionals with 3+ years of experience in a specific sector and a background in creating Excel models.
    — “3+ years in sell-side or buy-side equity research, covering a defined sector or universe of stocks”
  • Individuals who can translate their real-world modeling challenges into testable tasks for AI evaluation.
    — “Writing realistic Excel tasks drawn from your own work: extending existing models, fixing broken ones and building from a brief”

Things to consider

  • The role requires a short-term commitment with potential for early conclusion based on performance.
    — “Projects can be extended, shortened, or concluded early depending on needs and performance”
  • Candidates must be prepared to create their own original tasks without AI assistance during onboarding.
    — “No AI usage allowed”

How to stand out

  • Highlight your ability to build and refine complex Excel models with real-world examples in your resume.
    — “Deep hands-on Excel: earnings extraction and prediction, calendarisation, SOTP valuation, data packs and nested formulas”
  • Demonstrate your critical evaluation of AI tools by detailing past frustrations or challenges in your work.
    — “You have used AI tools on your own work and been frustrated by the mistakes they make”
  • Emphasize your experience in creating clear, precise evaluation criteria for tasks.
    — “Writing yes-or-no criteria precise enough that a grader can mark any attempt against them”
Pace · SteadyCollaboration · LowAutonomy · MediumDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • creating realistic Excel tasks
  • writing precise criteria
Typical background
3+ years in sell-side or buy-side equity research

Skills & requirements

Required

Equity ResearchExcel ModellingAI EvaluationAttention To DetailWritten English Communication

Preferred

AI And Evals Concepts

Stack & domain

ExcelEarnings Extraction And PredictionCalendarisationSOTP ValuationData PacksNested FormulasAI ToolsGradingEvaluationsAI ModelsAttention To DetailWillingness To Learn AI ConceptsStrong Written English CommunicationEquity ResearchSell-sideBuy-sideResearch AssociateAI EvaluationAI Training

About the role

Original posting from Aptura via Ashby

ABOUT THE ROLE

Aptura is looking for Subject Matter Experts from sell-side or buy-side equity research, covering any sector, who build initiating coverage models, earnings models and data packs in Excel. You have used AI tools on your own work and been frustrated by the mistakes they make. You will turn that experience into realistic Excel tasks that test how well AI does the modelling work of a Research Associate.

RESPONSIBILITIES

  • Writing realistic Excel tasks drawn from your own work: extending existing models, fixing broken ones and building from a brief
  • Working through each task yourself so there is a clear, correct answer
  • Writing yes-or-no criteria precise enough that a grader can mark any attempt against them

NECESSARY QUALIFICATIONS

  • 3+ years in sell-side or buy-side equity research, covering a defined sector or universe of stocks (e.g. TMT, Healthcare, Financials, Energy, Consumer, Industrials)
  • Deep hands-on Excel: earnings extraction and prediction, calendarisation, SOTP valuation, data packs and nested formulas
  • Strong written English communication skills.
  • Attention to detail, and willingness to learn concepts in AI and Evals

ADDITIONAL INFORMATION

  • Start Date : Immediate
  • Duration: Approximately 4–6 weeks
  • Payment: task-based. Experts who complete their first task within the required timeline will then be qualified to do multiple tasks for the remainder of the project.

CONTRACT AND PAYMENT TERMS

  • You will be engaged as an independent contractor.
  • This is a fully remote role that can be completed on your own schedule.
  • Projects can be extended, shortened, or concluded early depending on needs and performance.
  • Your work at Aptura will not involve access to confidential or proprietary information from any employer, client, or institution.
  • Payments will be weekly following task completion.

GETTING STARTED

  • Apply with your details and CV. Choose an available 30-minute group walkthrough call.
  • Attend the walkthrough and create one original task from your own work. Submit the brief, the actual input workbook(s) needed to complete it. Input-file uploads are compulsory.
  • Write the brief yourself. Input workbooks must also be human-built. Use real data that has been sanitised, or public data with the source named. No AI usage allowed.
  • We run your task against current frontier AI models. If the models get it wrong, you then write a detailed yes-or-no rubric, and a reviewer signs off on the task with you.
  • Completing onboarding does not guarantee a job offer; selection remains subject to written approval of the task proposal.

ABOUT APTURA

Aptura is an applied AI and data company working with frontier labs to train AI systems on real professional work. We do this by building high-quality evaluation and training environments that teach AI agents to produce work that can be used in daily workflows.

Source: Aptura careers (Ashby)

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