1. Role Overview
Mercor is partnering with a leading AI research organization to engage professionals with advanced expertise in financial analysis. This full-time opportunity focuses on training and refining advanced AI systems through expert financial annotation, reasoning, and data evaluation.
As an AI Financial Analysis Data Specialist, you will leverage your expertise in equity valuation, fixed income, derivatives pricing, macroeconomic trends, forex trading, cryptocurrency markets, and options strategies to strengthen model understanding and reasoning. You will collaborate with technical teams to curate impactful data, refine annotation tools, and ensure AI systems capture the real-world dynamics of financial analysis with precision and depth.
2. Key Responsibilities
* Use proprietary software to label, annotate, and evaluate AI-generated outputs across financial analysis topics
* Deliver high-quality curated data for projects involving equity valuation, fixed income, derivatives, macroeconomics, forex, cryptocurrency, and options strategies
* Collaborate with technical teams to design, test, and refine annotation tools for improved workflow efficiency
* Support the development and training of new AI tasks by providing expert reasoning and analysis
* Select and address complex financial problems aligned with your expertise to improve AI model accuracy
* Interpret, analyze, and execute evolving instructions with consistency and adaptability
3. Ideal Qualifications
* Professional experience in financial analysis or related fields such as equity analysis, FICC, derivatives, macro strategy, forex, or crypto trading
* Strong proficiency in written and verbal English
* Excellent analytical, organizational, and communication skills
* Ability to exercise independent judgment when interpreting complex data
* Deep interest in technological innovation and the application of AI in finance
4. Preferred Backgrounds
* CFA, FRM, Series 7, or other relevant financial certifications
* Experience mentoring or training others in financial analysis or trading
* Familiarity with AI model training or data annotation processes
* Comfort participating in text, audio, or video-based data collection tasks
5. More About the Opportunity
* Remote or in-person (Palo Alto, CA); in-office requires 5 days per week. Remote positions require strong self-motivation
* Initial schedule: 9:00am–5:30pm PST for the first two weeks of training; then 9:00am–5:30pm in your local timezone
* Personal computer must be a Chromebook, Mac (macOS 11+) or Windows 10+ device
* Reliable smartphone access required
* U.S.-based applicants must reside outside of Wyoming and Illinois
6. Compensation & Benefits
* $90,000–$200,000 per year for U.S.-based professionals, depending on experience and location
* International pay rates available upon request
* Benefits vary by country, and depending on your location, you may be eligible for medical coverage
7. Application Process
* Submit your resume to get started
* Complete a short interview and evaluative exercise
* Successful candidates will advance to a final discussion with the project team
8. About Mercor
* Mercor is based in San Francisco, CA and specializes in recruiting experts for top AI labs. Our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.