Investment Banking Expert

Role Overview

Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuation, and capital markets. Contributors will apply their expertise in areas such as M&A advisory, equity and debt capital markets, leveraged finance, and restructuring to evaluate and enhance AI performance on investment banking-specific tasks. This is a project-based opportunity with potential for ongoing engagement depending on performance and project needs.

Key Responsibilities

• Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies (DCF, comps, precedent transactions), pitch materials, and deal structuring

• Create realistic scenarios based on investment banking workflows — deal screening, due diligence checklists, management presentations, fairness opinions, and syndication processes

• Annotate, label, and validate data across IB use cases (e.g., financial statement analysis, capital structure optimization, market commentary)

• Provide structured feedback on AI accuracy in areas such as SEC regulations, deal documentation, financial terminology, and industry-specific conventions

• Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI

Ideal Qualifications

• 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank

• Background in one or more areas such as:

  • M&A advisory

  • Equity or debt capital markets (ECM/DCM)

  • Leveraged finance or credit

  • Restructuring or special situations

  • Industry coverage groups (TMT, healthcare, industrials, FIG, etc.)

• Series 7, 63, 79 or CFA designation a plus

• Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks

• Clear written communication and attention to detail

Compensation Note

• Task Completion Pay: Competitive and based on task quality (~$1,750 – $2,150 per completed task, subject to change as the project evolves)

• Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate!

• Hourly Opportunity: Top performers may be invited to transition to an hourly compensation model based on sustained quality and throughput.

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.