Finance Equity Research Junior Analyst
Budget: $10 – $30 USD
I’m expanding my coverage of listed banks, insurers and diversified financials and need a junior analyst who can dive deep into the numbers and turn raw data into clear, investor-ready insight. The assignment centres on fundamental analysis only—balance-sheet health, income-statement drivers, cash-flow trends, management commentary, competitive positioning, regulatory landscape, and the valuation work that ties it all together.
Here’s how the collaboration will work:
• Each company is a self-contained milestone. I provide the template, historical data pulls and any house style guidelines; you build a clean three-statement model, run a DCF and trading-comps check, then craft a concise initiation or update note (roughly 8–10 pages).
• Every report must close with a defendable buy/hold/sell call supported by the key value drivers and risks you identify.
• Source transparency is essential—cite 10-Ks, 10-Qs, call transcripts, and reputable industry data so the work can be audited easily.
All the work needs to be executed in eyeopeningstocks.com, and will be later placed in other sites like investing.com, barrons, investopedia,...
Timing is flexible; quality matters more than speed, so feel free to balance this project with other commitments. Strong Excel skills are non-negotiable, and familiarity with Bloomberg, Capital IQ or similar terminals will make the workflow smoother. Fluency in written English is important because the narrative sections should read like polished sell-side research.
If you have a recent finance-sector model or research note you’re proud of, attach it with your proposal so I can see your analytical style and formatting approach. I’m happy to answer any preliminary questions before we begin.
Here’s how the collaboration will work:
• Each company is a self-contained milestone. I provide the template, historical data pulls and any house style guidelines; you build a clean three-statement model, run a DCF and trading-comps check, then craft a concise initiation or update note (roughly 8–10 pages).
• Every report must close with a defendable buy/hold/sell call supported by the key value drivers and risks you identify.
• Source transparency is essential—cite 10-Ks, 10-Qs, call transcripts, and reputable industry data so the work can be audited easily.
All the work needs to be executed in eyeopeningstocks.com, and will be later placed in other sites like investing.com, barrons, investopedia,...
Timing is flexible; quality matters more than speed, so feel free to balance this project with other commitments. Strong Excel skills are non-negotiable, and familiarity with Bloomberg, Capital IQ or similar terminals will make the workflow smoother. Fluency in written English is important because the narrative sections should read like polished sell-side research.
If you have a recent finance-sector model or research note you’re proud of, attach it with your proposal so I can see your analytical style and formatting approach. I’m happy to answer any preliminary questions before we begin.