Investment Finance Expert - Remote Contract
Listing checked September 17, 2026 · pay as published by Mercor
Overview
Mercor seeks finance practitioners to author and judge training tasks for AI agents. You will pull real scenarios from your domain, covering areas such as M&A valuation, LBO modeling, FP&A, private credit, and risk work, then build models, memos, filings, and data sets that support those problems. The work centers on judgment and authorship, not volume processing. You set the analytical bar, write tasks, and score agent output against professional standards. A commitment of at least 10 hours per week keeps the project moving.
What You'll Do8
- 1Design complex finance scenarios from your own practice, spanning M&A, private equity, private credit, corporate finance, or risk.
- 2Build supporting materials such as three-statement models, DCF valuations, LBO analyses, merger models, memos, filings, and data sets.
- 3Write finance tasks that ask AI agents to perform modeling, diligence, valuation, forecasting, or risk judgment.
- 4Evaluate agent responses for errors in assumptions, calculations, accounting treatment, or investment conclusions.
- 5Defend your task design and scoring rubric with clear references to market practice and regulatory rules.
- 6Partner with researchers to expand domain coverage and adjust task difficulty.
- 7Review materials for consistency with US GAAP, IFRS, Basel, or SEC reporting requirements where relevant.
- 8Maintain a record of authored tasks and evaluation notes for quality checks.
Requirements7
- 13+ years of recent, hands-on finance experience at a recognized institution: investment bank, asset manager, PE or credit fund, Big Four firm, large corporate finance team, or financial regulator.
- 2Active work in the field today, with direct ownership of models, diligence, valuations, forecasts, or memos.
- 3Command of Excel and financial modeling, plus relevant platforms such as Bloomberg, Capital IQ, FactSet, data rooms, ERP or consolidation systems, or quant and risk tools.
- 4Ability to commit at least 10 hours each week.
- 5A track record of constructing complex problems rather than processing high volumes of routine tasks.
- 6Experience across two or more finance disciplines, or on both the buy side and sell side, is a plus.
- 7An advanced degree (MBA, MS, PhD) or credential such as CFA, CPA, or FRM is preferred, not required.
Who Should Apply
The right fit is a finance practitioner with 3+ years at a bank, fund, Big Four firm, corporate finance group, or regulator, and someone who still works in the field. You have built the model behind a live deal, led diligence, defended a valuation to an investment committee, owned a forecast cycle, or written a memo others relied on. Senior titles such as VP, Director, Principal, Managing Director, Portfolio Manager, Controller, or CFO signal strong fit, and this role suits candidates who can invent a hard problem and explain the correct answer. It fits less well if you execute routine volume, lack recent deal or investment ownership, or cannot show current tools like Excel, Bloomberg, or Capital IQ. Applications often score low when experience sits outside finance, when examples stay vague, or when the candidate cannot name the decisions they drove.
Salary Insight
The posting lists $100 per hour. That rate matches senior, project-based finance work where the task requires modeling depth and investment judgment. Pay comes through an engagement paid by the hour, and the source does not mention benefits or a salary range beyond that figure.
Pay and demand for Banking, Lending & Investment roles
AggregatedTypical pay
$80/hour
This role
$100/hr
Most Banking, Lending & Investment roles pay $55–$105 per hour. This role's pay falls inside that range.
Based on 553 similar roles that publish pay · 94 publish only a top rate; those count at the rate they gave
Rates shown per hour. Yearly and monthly pay converted; one-time fees and non-USD pay are not included.
- Live similar roles
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- Listed in last 30 days
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Hiring most right now: micro1 (264) · Mercor (95) · SME Careers (63)
Most requested skills · share of roles
- python16%
- technical writing8%
- llm evaluation7%
- ai evaluation7%
Figures from Banking, Lending & Investment roles live on NearSkill when this page loaded. A role can close before you apply, so check the listing itself.
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Compensation
$100/hr
Required Skills
Application Tip
Name the exact models, deals, or memos you owned. For example: "Built the DCF and LBO models for a live buyout, led diligence, and defended the valuation to the investment committee." Add your current title, hours per week, and tools such as Excel, Bloomberg, or Capital IQ.
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