Investment Banking Expert

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Investment Banking & M&A - Finance Domain Expert
Type: Contract
Compensation: $100–$150/hour
Location: Hybrid, Bay Area, California
Commitment: 40 hours/week

Role Responsibilities

• Evaluate the quality of finance knowledge work tasks and AI model outputs. Identify missing behaviors, thin reasoning, and flawed assumptions.
• Develop high-quality instruction specs and produce golden solutions for financial problems. Define new finance tasks reflecting real-world practices.
• Design challenging finance tasks and evaluation sets. Collaborate with the research team to build finance-specific skills and tools.
• Work with client researchers and specialists to maintain consistent standards. Translate tacit financial judgment into explicit, teachable criteria.

Qualifications

Must-Have

• 5+ years of professional finance experience at a recognized institution.
• Specialization in a core finance discipline such as corporate finance, investment banking, or quantitative finance.
• Progression to a senior individual-contributor or leadership level.
• An advanced degree (MBA, MS, or PhD in finance, economics, accounting, or a quantitative field) and/or a recognized professional credential such as CFA, CPA, or FRM.
• Hands-on experience with large language models in professional work.
• Able to commit to 40 hours/week for an initial engagement of 6 months.
• Reside in the Bay Area, California, and work on-site multiple days each week.

Application Process (Takes 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.