AI assisted Equity Research Automation
Worldwide
I need a Python developer to build a POC that automates the equity research workflow — extracting financial data from listed-company filings, populating a DCF valuation model in Excel, and generating a draft research report in Word — so a small analyst team can cover more companies. Equity Research Automation (POC, weeks 1–6) End-to-end pipeline that automates the manual parts of the equity research workflow so a small analyst team can scale coverage to more listed companies without adding headcount. Given a listed company's quarterly or annual financial filing PDF, the system: Extracts financial statements — income statement, balance sheet, and cash flow parsed into clean structured data, mapped to a standard chart of accounts. Populates the financial model — writes historical financials into a DCF-based three-statement Excel model with forecast structure (5–10 year horizon) and valuation outputs (free cash flow, WACC, terminal value, enterprise value, target price per share). Generates a draft research report — produces a Word document formatted in a standard equity research template: front page with recommendation, target price and upside; financial summary tables; valuation summary; key drivers and charts; placeholder sections for analyst commentary. The output is a near-publication-quality first draft. The analyst reviews, adjusts assumptions (WACC, growth rates, sector drivers), and finalizes the narrative sections with their judgment on the 12-month outlook and rating call.
- Less than 30 hrs/weekHourly
- 1-3 monthsDuration
- IntermediateExperience Level
$10.00
-
$20.00
Hourly- Remote Job
- Complex projectProject Type
Skills and Expertise
Activity on this job
- Proposals:15 to 20
- Last viewed by client:2 weeks ago
- Interviewing:4
- Invites sent:4
- Unanswered invites:0
About the client
- Philippines10:11 AM
- EducationIndividual client
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by