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🌍 Finance Research Expert, Remote- Contract

Xperteez Technology · Worldwide · Contract · Remote

Role Title: Finance Research Expert
Role Type: Contract
Location: Remote
Required Skills:

• Equity Research

• FP&A

• Corporate Finance

• Accounting or Audit

• Investor Relations

• Credit Analysis

Opportunity Snapshot:

• Time per task: around 4 to 8 hours

• Location: Remote, worldwide

• You’ll need: Hands-on experience reading US SEC filings and familiarity with US GAAP

• Your tasks: Write finance research questions with a verified, sourced answer, and check each one against what AI models answer

Scope of Work:

• You will work on questions about real US public companies. Each question points to information that sits in long filings or IR materials, or that requires comparing several of them to find the right answer.

• Write questions that require finding a specific figure in a 10-K, 10-Q, 8-K, proxy statement, earnings release or investor presentation.

• Write questions where two documents show different numbers and the answer depends on knowing which one is correct (for example, original vs. restated figures, or adjusted vs. reported).

• Pay attention to period and document version: the right fiscal year, the right filing, the latest amended version.

• Test each question against current AI models and keep only the ones they answer incorrectly.

• Rewrite questions when the wording allows more than one valid answer.

What we’re looking for:

• Hands-on work with US filings in one of these backgrounds:

• Equity research or investment analysis (sell-side or buy-side) covering US companies.
Investment banking or corporate development. (M&A, equity capital markets), with experience in deal filings, prospectuses, ownership history and subsidiary structures.

• Credit or restructuring analysis, with experience in credit agreements, bond terms and bankruptcy filings.

• SEC reporting or audit. (Big 4 audit, corporate reporting), with experience in restatements, footnotes and how figures change across filings.

• Corporate law or due diligence. (Sec

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