Investment Finance Expert – CL Funnel
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Job Description
Investment finance expert designing complex modeling, valuation, and diligence scenarios. Authoring finance tasks that train Mercor’s frontier AI systems.
Responsibilities:
- Design realistic, complex finance scenarios based on professional practice
- Build supporting materials including models, memos, filings, and data
- Author and evaluate finance tasks used to train AI agents
- Apply analytical and decision-making expertise in modeling, diligence, valuation, underwriting, forecasting, risk management, accounting, reporting, or related finance disciplines
- Construct complex problems requiring judgment rather than process high volumes
- Collaborate with leading researchers on AI training projects
Requirements:
- 3+ years of substantive, recent, hands-on finance experience at a recognized institution
- Currently working in the finance field
- Direct experience with Excel/financial modeling
- Experience with Bloomberg, Capital IQ, FactSet, data rooms, ERP/consolidation systems, or quant/risk platforms where relevant
- Commitment of at least 10 hours per week
- Experience owning analysis and decisions, such as building models for live deals or investments, leading diligence, defending valuations or recommendations, owning forecasting/reporting cycles, structuring financings, or writing relied-upon memos
- Advanced degree (MBA, MS, PhD) and/or recognized credential (CFA, CPA, FRM, actuarial designation) preferred but not required
- Must not require H-1B or STEM OPT sponsorship
Benefits:
- Fully remote role
- Flexible own schedule
- Weekly payments via Stripe or Wise
- Competitive pay
- Collaboration with leading researchers
- Opportunity to help shape the next generation of AI systems
- Independent contractor engagement
- Referral payments of up to $400 per successful referral
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