Financial Analyst Investment Banking

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 Professional
Type: Contract
Compensation: $95–$115/hour
Location: Remote

Role Responsibilities

• Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, and deal structuring.
• Create realistic scenarios based on investment banking workflows, including deal screening and due diligence checklists.
• Annotate, label, and validate data across investment banking use cases such as financial statement analysis and capital structure optimization.
• Provide structured feedback on AI accuracy in areas like SEC regulations and financial terminology.
• Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI .

Qualifications

Must-Have

• 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank.
• Background in M&A advisory, equity or debt capital markets, leveraged finance, or restructuring.
• Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks.
• Clear written communication and attention to detail.

Preferred

• Series 7 , 63 , 79 or CFA designation.
• Experience in industry coverage groups (TMT, healthcare, industrials, FIG, etc.).

Application Process (Takes 20–30 mins to complete)

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

Resources & Support

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