Remote Finance Research Assistant

Drive Innovation from Anywhere

Are you a curious mind with a passion for financial analysis, modern research tools, and strategic innovation? Here’s an opportunity to meaningfully influence data-backed financial strategies—all from the comfort of your remote workspace. We’re looking for a Remote Finance Research Assistant who thrives on data, embraces new technology, and seeks to support key decision-making in a dynamic, forward-thinking environment. With a competitive annual salary of $64,239, this opportunity combines remote flexibility with powerful career-building potential.

About the Role

As our Remote Finance Research Assistant, you'll explore diverse data sets, dig into market intelligence, and support financial modeling for cutting-edge projects. You’ll collaborate with finance strategists, data scientists, and senior analysts across time zones, using innovative platforms and cloud-based collaboration tools. This role is ideal for someone eager to grow within a fast-paced, data-informed finance team.

Key Responsibilities

• Conduct financial research on investment trends, sector performance, and market movements.
• Assist in creating detailed reports using visualization tools and dashboard software.
• Analyze quarterly and annual financial statements to identify growth indicators.
• Support financial modeling and forecasting using spreadsheet-based tools and BI platforms.
• Aggregate findings into executive-ready presentations and interactive charts
• Collaborate with cross-functional teams on strategic insights for budget allocation and planning.
• Track global economic updates and summarize impacts on current portfolio trends.

What Makes This Role Unique

This isn’t your standard finance support job. We leverage technologies that put automation and AI-driven research at the core of our operations:

• Cloud-based platforms such as Tableau, Power BI, and Google Data Studio for financial visualization
• Natural language processing tools for scanning earnings calls and extracting sentiment analysis
• Spreadsheet modeling integrated with APIs for real-time market data sync
• Collaborative task management tools like ClickUp and Notion

You’ll become an integral part of a research network that spans continents—a team where finance meets innovation and where your insights help direct real outcomes.

Our Work Environment

We believe great work thrives in a setting that supports balance, autonomy, and excellence:

• Fully remote work culture with asynchronous collaboration
• Daily team check-ins via Slack or Microsoft Teams
• Project tracking through agile sprint formats
• Access to a digital knowledge base and finance research library

This digital-first model enables us to stay focused while providing you with the flexibility to tailor your day to prioritize deep work and team alignment.

Tools and Technology Stack

• Financial Platforms: Bloomberg Terminal access, Yahoo Finance APIs, and Capital IQ dashboards
• Data Tools: Excel with Power Query, Google Sheets integrations, Python (pandas for data wrangling)
• Visualization Software: Tableau, Power BI, Datawrapper
• Project Management: Trello, ClickUp, and Monday.com
• Collaboration: Google Workspace, Notion, and Miro

Qualifications and Requirements

• Bachelor’s degree in Finance, Economics, Data Science, or a related discipline
• 1–3 years of experience in financial analysis, economic research, or business intelligence
• Proven ability to extract and communicate insights from large financial datasets
• Familiarity with remote analytics and cloud-based reporting tools
• Advanced Excel skills (pivot tables, VLOOKUP, macros)
• Bonus: experience with SQL or Python for data querying and transformation
• Excellent written communication and presentation development skills

What You'll Gain

• Annual salary: $64,239, with performance review cycles
• Remote-first policy with flexible hours
• Professional development budget for certifications and courses
• Virtual wellness programs and weekly focus breaks
• Recognition programs celebrating data-driven contributions

Ready to Shape the Future of Finance?

If you're excited by the idea of unlocking financial insights through modern tools and global collaboration, this is the opportunity you’ve been waiting for. Make your mark in the world of remote finance research and help build brighter financial futures.

Your Next Step

Don't wait for the future to find you.

Be part of something bigger—apply now and help us turn financial data into strategic vision!