Investment Services Expert
Hourly Contract | Part-time Remote
$80–$120 per hour
About the Role
A
leading AI research initiative
is recruiting
Investment Services Experts
to collaborate on a frontier project that enhances large language models (LLMs) for real-world financial reasoning.
In this role, you'll leverage your expertise across
investment banking, private equity, asset management, or equity research
to evaluate, design, and refine AI workflows that simulate complex financial analysis and decision-making.
Your work will help shape how next-generation AI systems interpret markets, evaluate deals, and forecast business outcomes with human-level accuracy.
Key Responsibilities
* Evaluate AI-generated investment analyses for
accuracy, clarity, and strategic rigor.
* Calibrate AI decision-making in areas like
valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
* Design and validate structured tasks that mirror real-world workflows in investment services.
* Provide written and analytical feedback to improve model reasoning, depth, and realism.
* Collaborate asynchronously with AI researchers to ensure content quality and business alignment.
Ideal Qualifications
* 2+ years
of experience in investment services — including
investment banking, private equity, asset management, or equity research.
* Bachelor's degree in
Finance, Economics, or Business Administration
(Advanced degrees or
CFA/CPA/CAIA
certifications are a plus).
* Deep understanding of
valuation, financial modeling, market analysis, and portfolio management.
* Strong quantitative and analytical reasoning skills.
* Exceptional communication and attention to detail — ability to distill complex concepts into actionable insights.
Project Timeline
* Start Date:
Immediate
* Duration:
1–2 months
* Commitment:
~20 hours/week (flexible, part-time)
* Schedule:
Fully remote and asynchronous — work at your own pace
Compensation & Contract
* Rate:
$80–$120 USD/hour (based on experience)
* Bonuses:
Top performers earn weekly incentives of
$20–$100/hr
on top of base pay
* Contract Type:
Independent contractor
* Payments:
Daily via
Stripe Connect
Application & Onboarding Process
1. Upload your
resume or CV
.
2. Complete a short
AI interview
(no prep required).
3. Participate in a
paid, 3-hour work trial
to assess your ability to interpret project guidelines and produce high-quality investment-related content.
PS: Mercor team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.