AI assisted Equity Research Automation

Posted 2 weeks ago

Worldwide

Summary

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/week
    Hourly
  • 1-3 months
    Duration
  • Intermediate
    Experience Level
  • $10.00

    -

    $20.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Artificial Intelligence
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
Member since Jun 7, 2026
  • Philippines
    10:11 AM
  • Education
    Individual client

Explore similar jobs on Upwork

Co-Pilot TrainingHourly‐ Posted 2 months ago
Claude
AI Model Training
Artificial Intelligence
Training & Development
Training Session
AI DeveloperHourly‐ Posted 1 month ago
AI Chatbot
JavaScript
Large Language Model
Multimodal Large Language Model
Chatbot Development
Artificial Intelligence
NLP Tokenization
Natural Language Processing
Python

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers 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

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo