Remote | Equity Research & SEC Filings Consultant -- Up to $100/hour

Job Description

Job Description

We are sharing a specialised part-time consulting opportunity for equity research professionals experienced in public company analysis, SEC filing review, financial research, investment memos, and structured analytical feedback.

This role supports current and upcoming remote consulting opportunities focused on equity research analysis, SEC filing review, public company data extraction, financial disclosure assessment, investment research workflows, and high-quality project execution. Selected professionals will apply their equity research experience to review company materials, analyze public filings, synthesize financial information, and provide structured feedback based on real-world research workflows.

Key Responsibilities

Professionals in this role may contribute to:

SEC Filing & Public Company Review

• 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

Equity Research & Investment 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

Structured Research Evaluation

• 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

Ideal Profile

Strong candidates may have:

• 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

Educational Background

• A degree in finance, economics, accounting, business, mathematics, engineering, or a related analytical field is helpful
• Professional experience in equity research, investment analysis, asset management, financial research, corporate finance, or public company analysis is highly relevant
• Equivalent practical experience with SEC filings, financial statements, valuation, company research, or investment memos may also be valuable

Nice to Have

• Familiarity with SEC EDGAR, 10-Ks, 10-Qs, earnings releases, investor presentations, transcripts, and public company disclosures
• Experience with Excel, financial modeling, valuation, earnings analysis, sector research, or investment memo preparation
• Familiarity with tools such as Bloomberg, FactSet, Capital IQ, Refinitiv, or comparable financial research platforms
• Ability to commit at least 10 hours per week depending on project availability and scope
• Strong attention to detail in filing review, data extraction, financial analysis, and research documentation

Why This Opportunity

• 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

Contract Details

• Independent contractor role
• Fully remote with flexible scheduling
• Eligible professionals may be based in the United States or Canada depending on project needs
• Expected commitment of at least 10 hours per week depending on project availability
• Minimum four-week engagement depending on project scope, with potential extension based on project needs and performance
• Competitive rates up to $100 per hour depending on expertise and project scope
• Weekly payments via Stripe or Wise
• Projects may be extended, shortened, or adjusted depending on scope and performance
• Work will not involve access to confidential or proprietary information from any employer, client, or institution

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

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