General Finance Expert

This listing is being archived. Please apply here instead: Investment Services Expert or General Finance Expert

Role Overview

Mercor is hiring seasoned Finance professionals to join an exciting collaboration with a top AI research lab. The role involves contributing to the development and evaluation of advanced AI systems built to mimic real-world workflows across Investment Banking, Private Equity, Asset Management, and Equity Research. You'll help train, test, and calibrate AI agents on complex financial tasks derived from M&A, IPOs, debt offerings, equity research, pitchbook development, and more.

Key Responsibilities

• Evaluate financial outputs produced by AI systems for quality and accuracy

• Calibrate AI decision-making processes in tasks such as valuation or modeling

• Simulate and audit pitch deck workflows, comps analysis, and due diligence

• Provide domain-specific feedback on AI-generated investment documents

• Collaborate asynchronously with product and AI teams to improve systems

Ideal Qualifications

• 2+ years of experience in finance, ideally at top-tier firms. This could include experience in investment banking (e.g., Goldman Sachs, JPMorgan, Morgan Stanley), private equity (e.g., Blackstone, KKR, Carlyle), equity research (e.g., JPMorgan Research, Evercore ISI, Fidelity Investments), or asset management (e.g., BlackRock, Vanguard, PIMCO).

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related quantitative field. A Master's degree (e.g., MBA, Master of Finance) or relevant certifications (e.g., CFA) are a plus.

• Strong proficiency in financial analysis and valuation techniques. This includes expertise in financial modeling (DCF, LBO, merger models), comparable company analysis (Comps), precedent transactions, and various valuation methodologies.

• Solid understanding of capital markets, investment strategies, and transaction processes. Familiarity with M&A deal cycles, public market dynamics, portfolio management principles, and investment research methodologies is highly valued.

• Excellent analytical, critical thinking, writing, and presentation skills. The ability to distill complex financial information into clear, concise, and compelling analyses and presentations is crucial across all these fields.

Project Timeline

• Start Date: Immediate

• Duration: 1-2 months

• Commitment: Part-time, ~20 hours/week

Application & Onboarding Process

1. Submit Resume & Application Form

2. AI Interview A short, 15-minute conversational session designed to get to know your professional background, experience, and motivations.

3. Work trial A paid, 3 hour task-based assessment that evaluates your ability to interpret project guidelines.

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract and Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.

About Mercor

Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise.