10/3/2025
No location specified
Investment Services Expert
Hourly Contract | Part-time | Remote (US) | $80 –$150 per hour
About the Role
A leading AI research initiative is recruiting Investment Services experts to support a flagship project advancing the capabilities of next-generation AI systems. In this role, you will apply your domain expertise in investment banking, private equity, asset management, or equity research to design, evaluate, and refine financial tasks that simulate real-world workflows. Your insights will directly enhance AI systems’ ability to reason through complex financial analysis and decision-making.
Key Responsibilities
• Review and evaluate investment-related outputs from AI systems for accuracy, quality, and alignment with financial objectives.
• Calibrate AI processes across tasks such as valuation modeling, portfolio analysis, forecasting, risk assessment, and scenario planning.
• Provide structured, detailed feedback to ensure rigor and practical applicability in financial contexts.
Ideal Qualifications
• 2+ years of experience in investment services (investment banking, private equity, asset management, or equity research).
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Advanced degrees (MBA, PhD) or certifications (CFA, CPA, CAIA) are a strong plus.
• Expertise in investment analysis, valuation, market research, portfolio construction, and financial modeling.
• Exceptional analytical skills with the ability to distill complex insights into clear, actionable recommendations.
Project Timeline
• Start Date: Immediate
• Duration: 1–2 months (with potential extension)
• Commitment: ~20 hours/week
• Schedule: Fully remote and asynchronous — work on your own schedule
Compensation & Contract
• Competitive hourly rate: $80–$150 USD/hr
• Bonus incentives of $20–$100/hr weekly for top performers
• Independent contractor role
• Daily payment via Stripe Connect
Application & Onboarding Process
• Upload your resume.
• Complete a short AI interview (no preparation required).
• Participate in a paid, 3-hour work trial evaluating investment-services–specific tasks.
PS: Mercor team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
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