Investment Services Expert

Role Description

This role involves contributing to the development and evaluation of advanced AI systems designed to replicate real-world workflows across investment banking, private equity, asset management, and equity research.

• Evaluate investment-related outputs produced by AI systems for quality, accuracy, and alignment with business objectives
• Calibrate AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning

Qualifications

• 2+ years of experience in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations
• Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative/analytical field. Advanced degrees (e.g., MBA) or relevant certifications (e.g., CFA, CPA, CAIA) are a plus
• Strong proficiency in investment analysis and financial modeling techniques, including valuation, market analysis, portfolio construction, and risk-return assessment
• Solid understanding of investment processes, business performance metrics, and strategic decision-making frameworks
• Excellent analytical, critical thinking, written, and presentation skills, with the ability to distill complex financial information into clear, actionable insights

Requirements

• Start Date: Immediate
• Duration: 1–2 months
• Commitment: Part-time, ~20 hours/week
• Schedule: Fully remote and asynchronous — flexible working hours

Compensation & Contract

• Competitive hourly rate based on experience ($90–$150 USD/hr)
• Top performers receive weekly bonus incentives ranging from $20–100/hr on top of their pay rate
• Independent contractor
• Daily payment via Stripe Connect

Application & Onboarding Process

• Upload your resume
• AI interview: A short conversation about your background, no preparation necessary!
• Work trial: A paid, 3-hour assessment evaluating your ability to interpret project guidelines and deliver investment services–specific output

Company Description

Mercor is a San Francisco-based company specializing in connecting elite professionals with cutting-edge AI initiatives. Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey. We help leading AI labs accelerate progress by bringing in top-tier human expertise.