Investment Banking Expert at Mercor

Investment Banking Expert | $95–115/hr | Worldwide Remote

Mercor is partnering with leading AI labs to engage experienced investment banking professionals who will help improve AI reasoning across financial modeling, deal execution, valuation, and capital markets. This is a flexible, project-based opportunity with potential for ongoing engagement based 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 such as financial statement analysis, capital structure optimization, and market commentary
• Provide structured feedback on AI accuracy in areas including 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 of the following areas:
  • 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 is a plus
• Strong analytical thinking with the ability to translate deal workflows into structured evaluation tasks
• Clear written communication and exceptional attention to detail

Compensation Note

This project begins on an effective hourly rate of $95–$115/hr, with a planned transition to a throughput-based compensation model rewarding quality output over time.

About Mercor

Mercor is a talent marketplace connecting top domain experts with leading AI labs and research organizations. Backed by Benchmark, General Catalyst, Adam D'Angelo, and Jack Dorsey, Mercor supports thousands of professionals contributing to the next generation of AI systems.