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Investment Finance Expert - Valuation

Role overview

Qualifications

  • 3+ years of substantive, recent, hands-on finance experience at a recognized institution
  • Direct experience with Excel/financial modeling and relevant tools like Bloomberg/Capital IQ/FactSet
  • A 10+ hours/week commitment
  • Experience at the senior end (VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO)

Responsibilities

  • Design realistic, complex scenarios from your practice area to train AI agents
  • Build supporting materials such as models, memos, filings, and data
  • Author and evaluate finance tasks for AI model training
  • Emphasize valuation, deal execution, and diligence in Investment Banking MA

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Forecasting
  • Communication
  • Teamwork

About the company

Mercor logo

Mercor

  • Job Boards & Talent Marketplaces
  • 51–200
Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $2 million a day.

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Job description

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 Finance Expert (CL Funnel)
Type: Contract
Compensation: $100/hour
Location: Remote
Commitment: 10+ hours/week

Role Responsibilities

  • Design realistic, complex scenarios from your practice area to train AI agents.
  • Build supporting materials such as models, memos, filings, and data.
  • Author and evaluate finance tasks for AI model training.
  • Emphasize valuation, deal execution, and diligence in Investment Banking & M&A.
  • Focus on underwriting and LBO modeling in Private Equity & Private Credit.
  • Develop three-statement modeling and forecasting in Corporate Finance & FP&A.

Qualifications

Must-Have

  • 3+ years of substantive, recent, hands-on finance experience at a recognized institution.
  • Direct experience with Excel/financial modeling and relevant tools like Bloomberg/Capital IQ/FactSet.
  • A 10+ hours/week commitment.

Preferred

  • Experience at the senior end (VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO).
  • Experience across two or more disciplines or on both the buy side and sell side.
  • An advanced degree (MBA, MS, PhD) and/or a recognized credential (CFA, CPA, FRM, actuarial designation).

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.

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