Investment Services Expert

Mercor is hiring experienced Investment Services professionals to join an exciting collaboration with a top AI research lab. 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.

Key Responsibilities

• 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

Ideal 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

Project Timeline

• Start Date: Immediate

• Duration: 1–2 months

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

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

Apply today and leverage your investment services expertise to help build the future of AI-driven finance!

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.