Investment Finance Expert (CL Funnel)

Overview

Mercor is looking for experienced finance professionals to author and evaluate challenging tasks used to train AI agents. The work centers on real analytical and decision-making judgment from finance practice, including building realistic scenarios, preparing supporting materials such as models and memos, and assessing finance tasks. This is authoring and judgment work rather than high-volume processing.

The role is fully remote, independent contractor work, paid at $100 per hour, with an expected commitment of 10+ hours per week. Projects may be extended, shortened, or concluded early depending on needs and performance. Payments are made weekly via Stripe or Wise.

Priority areas Mercor is hiring for most heavily:

• Investment banking and M&A, including valuation, deal execution, fairness analysis, merger models, and diligence
• Private equity and private credit, including underwriting, LBO modeling, capital structure analysis, covenant analysis, and portfolio-company work
• Corporate finance and FP&A, including three-statement modeling, forecasting, budgeting, variance analysis, capital allocation, and board or management reporting

Also in scope:

• Equity and credit research, buy-side and sell-side coverage
• Asset and wealth management, portfolio construction, and manager selection
• Quantitative finance, risk management, and derivatives pricing
• Treasury, capital markets, and corporate development
• Financial modeling and technical accounting where it supports valuation or reporting judgment
• Real estate, infrastructure, and project finance
• Regulatory and compliance work in finance, including Basel, SEC/regulatory reporting, and capital adequacy

What You'll Do

• Design complex finance scenarios grounded in your own professional experience
• Build supporting materials such as models, memos, filings, and data sets
• Write finance tasks that help train AI systems
• Review and evaluate finance tasks with professional judgment
• Apply analytical expertise from live finance work rather than volume-processing routines

Requirements

• 3+ years of substantive, recent, hands-on finance experience at a recognized institution, such as an investment bank, asset manager, PE or credit fund, Big Four firm, large corporate finance team, or financial regulator
• Must currently be working in the field
• Direct experience with Excel and financial modeling
• Where relevant, experience with Bloomberg, Capital IQ, FactSet, data rooms, ERP or consolidation systems, or quant/risk platforms
• Availability for 10+ hours per week

Preferred Qualifications

• Senior-level experience such as VP, Director, Principal, Managing Director, Portfolio Manager, Controller, or CFO
• Experience across two or more finance disciplines, or experience on both the buy side and sell side
• Advanced degree such as an MBA, MS, or PhD
• Recognized credential such as CFA, CPA, FRM, or an actuarial designation

Additional Information

• This is an independent contractor role
• The work is fully remote and can be completed on your own schedule
• Mercor states that work will not involve access to confidential or proprietary information from any employer, client, or institution
• Mercor is unable to support H1-B or STEM OPT candidates at this time