VP / Investment Associate at Mercor

VP / Investment Associate | $150/hr | Remote (UK-Based)

Mercor is partnering with a leading AI research organization to engage an experienced investment professional for high-impact valuation and portfolio analysis work. This role is ideal for a seasoned finance professional with a strong background in private-company valuation, financial modeling, and senior-level investment presentations.

Key Responsibilities

• Lead the valuation of a private company using appropriate financial and market-based methodologies.
• Build, review, and refine detailed Excel valuation models with full auditability.
• Analyze company performance, financial projections, capital structure, comparable companies, and relevant transaction data.
• Assess key assumptions, sensitivities, valuation ranges, and investment risks.
• Review investment policy documentation and identify gaps, inconsistencies, or areas for improvement.
• Support broader portfolio analysis across public and private investments.
• Conduct market-data research and maintain clear records of sources and assumptions.
• Convert analytical findings into concise, senior-level presentation materials.
• Prepare simplified trade and investment documentation as required.
• Incorporate structured feedback from senior reviewers and iterate quickly on deliverables.

Ideal Qualifications

• 5–7 years of experience in Investment Banking, Private Equity, a Family Office, or investment management.
• Strong expertise in private-company valuation, financial modeling, and transaction analysis.
• Advanced Excel proficiency with the ability to build robust, auditable financial models.
• Experience preparing investment committee materials, board presentations, or comparable senior-level deliverables.
• Deep understanding of valuation methodologies including comparable-company analysis, precedent transactions, and DCF analysis.
• Comfortable working with market-data exports, financial statements, and imperfect datasets.
• MBA, specialized finance master's degree, or CFA qualification preferred but not required.
• Exceptionally strong written communication and attention to detail.
• Prior experience with AI evaluation or human-data projects is a plus.

Application Process

Submit your resume or relevant professional background to get started. Shortlisted candidates will be asked to complete a financial modelling assessment as part of the application process.