Job Description
What this role covers
We are hiring a Data Analyst for a Data Extraction & Analytics company in the Financial Services/Technology industry. This is a PART-TIME remote role for a Houston, Texas based company. This role is ideal for someone with a strong understanding of SEC filings and corporate capital structure who thrives as the "human layer" of accuracy in a high-tech automated pipeline.
Key Responsibilities:
Outstanding Shares & Float Verification: Review automated extractions of outstanding shares and float from filings (10-K, 10-Q, 20-F, S-1, etc.) and cross-reference against filing text.
Beneficial Ownership Audit: Verify data from SC 13G/D filings, including affiliate, insider, and 5%+ shareholder stakes.
Capital Structure Analysis: Calculate expected float (outstanding minus restricted/insider shares) and flag mismatches or unexplained share count jumps.
Dilution & Financing Review: Verify share issuance amounts, warrant terms (strike price, share count), and debt conversions against source filings and press releases.
Corporate Action Validation: Confirm stock split adjustments, ADR ratio accuracy, and dilutive impacts of private placements or public offerings.
Feedback Loop: Collaborate with the engineering team to improve AI extraction accuracy based on your verification findings.
Required Qualifications:
Deep SEC Expertise: Expert-level familiarity with where to find data in 10-K/Q cover pages, DEF 14A proxy tables, and 8-K corporate event filings. (non-negotiable)
Technical Knowledge: Strong understanding of authorized vs. issued vs. outstanding shares and the mechanics of dilution (warrant exercises, conversions, etc.).
Filing Proficiency: Experience with specific forms including S-1/F-1 (IPOs), 6-K (foreign issuers), and SC 13G/13D (ownership).
Detail Orientation: High attention to detail and comfort with repetitive, investigative, and verification-focused work.
Preferred Qualifications:
Experience with SEC EDGAR full-text search and advanced navigation.
Familiarity with the small-cap and micro-cap equity markets.
Previous experience in financial data QA, reconciliation workflows, or as a securities paralegal.
Understanding of ADR structures and ADS-to-ordinary-share ratios.
Required Skills & Tools:
Google Sheets (Advanced spreadsheet management)
Retool (Dashboard navigation and data annotation)
SEC EDGAR (Source document retrieval)
Schedule & Pay:
PART-TIME position; approximately 20 hours per week.
Weekday hours aligned with the Central Time (CST) time zone.
This is a fully remote job for a Houston, Texas based company.
Pay ranges from $800 to $1500 USD per month, depending on experience level (Associate vs. Senior) and depth of capital structure expertise.
Annual raises, bonuses, confirmed holidays, and PTO.
System Requirements:
Internet speed of at least 20 Mbps
Computer with a 2.4 GHz processor or higher
8 GB of RAM or higher
Windows 10 or newer, or Mac OS X 10.10 or newer
HD 720p webcam
Headset with a microphone
Benefits:
Competitive pay rates tailored to specialized financial knowledge.
The company provides a US phone number and business email address.
Enjoy the flexibility of working remotely, from home or any location of your choice.
Eliminating commute time.
Consistent work with the same clients, fostering long-term professional relationships.
Opportunities for career advancement, dependent on the client.
Stable work hours and consistent pay.
A supportive and inclusive work environment that values diversity and individual growth.
If you enjoy the "investigative" side of financial data and have a passion for precision, we want to talk to you. By joining our team, you will play a critical role in ensuring that our AI-driven insights remain the most accurate in the industry. Help us turn complex unstructured filings into reliable financial intelligence.