[Hiring] Finance Research Expert @YO AI Labs

Role Description

We are seeking experienced Finance Research Experts to contribute to an AI training and evaluation project focused on financial research and analysis. In this role, you will:

• Create finance-related research questions based on real US public companies.
• Provide verified answers supported by reliable sources.
• Evaluate AI-generated responses for accuracy.

Key Responsibilities

• Develop finance research questions requiring detailed analysis of US public company filings, including 10-Ks, 10-Qs, 8-Ks, proxy statements, earnings releases, and investor presentations.
• Create questions that require identifying specific financial figures, disclosures, and information from complex financial documents.
• Develop questions involving conflicting figures across multiple documents, such as original versus restated financials or adjusted versus reported results.
• Verify the correct fiscal period, filing version, and latest amended documents before finalizing answers.
• Provide accurate, well-documented answers supported by reliable sources and references.
• Test research questions against current AI models and identify questions that produce incorrect answers.
• Refine ambiguous questions to ensure they have one clear and verifiable answer.

Qualifications

• Hands-on experience working with US financial filings in one or more of the following areas:
• Equity Research or Investment Analysis: Sell-side or buy-side research covering US public companies.
• Investment Banking or Corporate Development: Experience with M&A, equity capital markets, deal filings, prospectuses, ownership history, and subsidiary structures.
• Credit or Restructuring Analysis: Experience reviewing credit agreements, bond terms, and bankruptcy filings.
• SEC Reporting or Audit: Big Four audit or corporate reporting experience, including restatements, financial footnotes, and reporting changes across filings.
• Corporate Law or Due Diligence: Experience in securities law, KYC, investigations, and tracing entities, executives, and related parties across records.

Requirements

• Strong understanding of US GAAP and SEC reporting requirements.
• Ability to read and analyze lengthy financial filings, including detailed footnotes and tables.
• Excellent financial research, analytical, and verification skills.
• Strong written English communication skills.
• Ability to provide clear, accurate, and source-backed explanations.

Selection Process

• Application: Submit your resume and a short professional profile.
• Finance Interview: Complete a short conversation about your experience with US filings and financial reporting. No preparation or written assessment is required.
• Experience Review: Your background and expertise will be evaluated against project requirements.
• Onboarding and First Task: Selected candidates will receive project guidelines and begin with an initial task, which will be reviewed before proceeding with further assignments.

Compensation Structure

• Payment ranges from $30 to $60 per hour.
• Each task typically requires approximately 4–8 hours.
• Work is conducted remotely, with worldwide participation.