Investment Services Expert

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. 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.