About the role:
I am a portfolio manager looking for a sharp, detail-oriented research assistant to support my work during US stock market hours. This is not a general administrative virtual assistant role. You will be helping me read the market, prepare for the trading day, summarize company filings and earnings, and use AI tools to accelerate research. Think "junior buy-side analyst" rather than "executive assistant."
You will work directly with me. There is no middle layer. If you are curious about markets, write well in English, and like getting better at your craft, this role offers a great opportunity to gain experience.
What you will do:
- Pre-market briefing (by 8:30 AM ET): Summarize overnight news, futures, key economic data releases, and notable pre-market movers in a short daily note.
- Earnings & filings: Read 10-Ks, 10-Qs, 8-Ks, and earnings transcripts; produce 1-page summaries highlighting guidance changes, margin trends, segment performance, and management tone.
- Company & sector research: Build company snapshots, comparable-company tables, and thematic write-ups on tickers I am watching.
- AI-assisted workflows: Use Claude, ChatGPT, Perplexity, and similar tools to speed up research — but always verify outputs against primary sources before sending.
- Watchlist & data maintenance: Keep tickers, price levels, catalysts, and earnings dates organized in Notion / Google Sheets / Koyfin (whichever stack we settle on).
- Ad-hoc research: Quick-turn answers to questions like "what is the consensus revenue estimate for X next quarter" or "summarize the bull and bear case on Y."
Required qualifications:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or related field.
- Fluent written and spoken English (C1 minimum; you will be writing notes I read every day).
- Strong understanding of financial statements and basic valuation concepts (P/E, EV/EBITDA, DCF basics, etc.).
- Comfortable working US Eastern Time hours, every market day.
- Demonstrable experience using AI tools (Claude, ChatGPT, Perplexity, etc.) for research, and an understanding of where they fail.
- Excellent writing: concise, structured, no fluff.
Strongly preferred:
- Prior experience as a junior equity analyst, research associate, or in investment banking, asset management, or financial journalism.
- Familiarity with Koyfin, FactSet, Bloomberg, TIKR, or similar platforms.
- Personal investing experience or active interest in US markets.
