Analysis Skills, Artificial Intelligence (AI), Benchmarking, Capital Analysis, Capital Markets, Chartered Financial Analyst (CFA), Communication Skills, Data Quality, Detail Oriented, Documentation, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Services, Healthcare, Investment Services, Legal, Mergers and Acquisitions, Regulations, Research Laboratory, Securities and Exchange Commission (SEC), Series 7, Top Sales Rep, Use Cases
About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Investment Banking Expert
Type:Contract
Compensation:$1,750–$2,150 per completed task
Location:Remote
Role Responsibilities
- Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, pitch materials, and deal structuring.
- Create realistic scenarios based on investment banking workflows such as deal screening, due diligence, and syndication processes.
- Annotate, label, and validate data across investment banking use cases like financial statement analysis and capital structure optimization.
- Provide structured feedback on AI accuracy in areas like SEC regulations, deal documentation, and financial terminology.
- Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI.
Qualifications
Must-Have
- 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank.
- Background in areas such as M&A advisory, equity or debt capital markets, leveraged finance, or restructuring.
- Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks.
- Clear written communication and attention to detail.
Preferred
- Series 7, 63, 79 or CFA designation.
- Experience in industry coverage groups like TMT, healthcare, industrials, or FIG.
Compensation & Legal
- Task Completion Pay: Competitive and based on task quality.
- Performance Bonus: Weekly bonus incentive for top performers.
- Hourly Opportunity: Transition to an hourly compensation model for sustained quality.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
- For any help or support, reach out to: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.