Financial Data Analyst – 10b5-1 Plan Validation

2 days ago

Lahore Johar Town, Pakistan Human Resource Solutions Full time $60,000 - $100,000 per year

About the Role

We are seeking detail-oriented and highly analytical Financial Data Analysts to join our team. The primary responsibility will be to review, validate, and curate 10b5-1 plan data from SEC filings. Analysts will ensure the accuracy, completeness, and timely delivery of curated datasets to our clients.

Key Responsibilities

  • Review 10b5-1 plan data extracted for accuracy and completeness.
  • Cross-verify extracted details against original filings and relevant sections in the documents.
  • Identify and correct inconsistencies, missing fields, or misinterpretations.
  • Apply established curation guidelines and maintain uniform data formatting.
  • Flag ambiguous or complex cases for senior review.
  • Document quality checks, changes made, and edge cases encountered.
  • Ensure timely delivery of validated datasets to internal teams and/or clients.
  • Collaborate with technical and product teams to improve extraction prompts and workflow efficiency.

Required Skills & Qualifications

  • Bachelor's degree in Finance, Accounting, Business, Economics, or related field.
  • Strong understanding of SEC filings and corporate disclosure formats.
  • Prior experience in financial data analysis, compliance, or market research is preferred.
  • Excellent attention to detail and ability to identify subtle inconsistencies in large datasets.
  • Strong analytical and problem-solving skills.
  • Proficiency in reading and interpreting financial and legal documents.
  • Comfortable working with data in spreadsheets, databases, or internal data curation tools.
  • Ability to work under tight deadlines while maintaining high accuracy.
  • Good written and verbal communication skills in English.

Preferred Qualifications

  • Experience working with 10b5-1 trading plans or insider trading data.
  • Familiarity with SEC EDGAR database and regulatory compliance requirements.
  • Exposure to AI/LLM would help
  • Understanding of corporate governance and securities law terminology.

Location: On-Site (Depending on Company Policy)

Type: Full-Time / Contract

Compensation: Competitive, based on experience

Job Type: Full-time

License/Certification:

  • AI Certification, Kowledge of capital markets (Preferred)

Location:

  • Lahore Johar Town (Preferred)

Work Location: In person

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