Investment Finance Expert | $100/hr | Worldwide Remote
Join Mercor as an Investment Finance Expert and apply your deep, hands-on finance experience to shape the next generation of AI agents. This is a high-judgment, authoring-focused role — not a throughput position. You'll design complex, realistic finance scenarios, build supporting materials (models, memos, filings, data), and author and evaluate tasks used to train AI systems.
Priority Hiring Areas
- Investment Banking & M&A: Valuation (DCF, comps, precedent transactions, LBO), deal execution, fairness analysis, merger models, and diligence
- Private Equity & Private Credit: Underwriting, LBO modeling, capital structure, covenant analysis, and portfolio-company work
- Corporate Finance & FP&A: Three-statement modeling, forecasting, budgeting, variance analysis, capital allocation, and board/management reporting
Also In Scope
- Equity and credit research (buy-side and sell-side)
- Asset and wealth management, portfolio construction, and manager selection
- Quantitative finance, risk management (market, credit, liquidity), and derivatives pricing
- Treasury, capital markets, and corporate development
- Financial modeling and technical accounting (US GAAP / IFRS)
- Real estate, infrastructure, and project finance
- Regulatory and compliance work (Basel, SEC reporting, capital adequacy)
Requirements
- 3+ years of substantive, recent, hands-on finance experience at a recognized institution (investment bank, asset manager, PE/credit fund, Big Four, large corporate finance function, or financial regulator)
- Currently active in the field
- Proficiency with core tools: Excel/financial modeling, and where relevant, Bloomberg, Capital IQ, FactSet, data rooms, ERP/consolidation systems, or quant/risk platforms
- Availability of 10+ hours per week
What Makes a Strong Candidate
We're looking for professionals who can construct a complicated problem — not just process volume. Strong signals include: owning the model behind a live deal, leading diligence, defending a valuation to an investment committee, structuring a financing, or authoring the memo others relied on.
We prefer candidates at the senior end of their discipline (VP, Director, Principal, MD, Portfolio Manager, Controller, CFO). Experience across two or more disciplines — or on both the buy side and sell side — is a strong plus. An advanced degree (MBA, MS, PhD) and/or a recognized credential (CFA, CPA, FRM, or actuarial designation) is preferred but not required.
Eligible institutions include boutique and middle-market advisory firms, PE/VC/credit funds, hedge funds, asset managers, corporate finance and treasury functions, family offices, insurers, banks, lenders, fintech companies, and financial regulators — not bulge-bracket only.
