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Financial Equity Research Analyst – Remote (Part-Time | $90–$150/hr)

Call For Referral
Department:HR
Type:REMOTE
Region:San Jose, CA
Location:San Francisco Bay Area
Experience:Mid-Senior level
Salary:$166,400 - $249,600
Skills:
INVESTMENT BANKINGPRIVATE EQUITYASSET MANAGEMENTEQUITY RESEARCHVALUATION MODELINGPORTFOLIO ANALYSISFINANCIAL FORECASTINGRISK ASSESSMENTFINANCIAL MODELINGMARKET ANALYSISPORTFOLIO MANAGEMENT
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Job Description

Posted on: October 13, 2025

Investment Services ExpertHourly Contract | Part-time Remote$80–$120 per hourAbout the Role

A leading AI research initiative is recruiting Investment Services Experts to collaborate on a frontier project that enhances large language models (LLMs) for real-world financial reasoning.

In this role, you’ll leverage your expertise across investment banking, private equity, asset management, or equity research to evaluate, design, and refine AI workflows that simulate complex financial analysis and decision-making.

Your work will help shape how next-generation AI systems interpret markets, evaluate deals, and forecast business outcomes with human-level accuracy.

Key Responsibilities

  • Evaluate AI-generated investment analyses for accuracy, clarity, and strategic rigor.
  • Calibrate AI decision-making in areas like valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
  • Design and validate structured tasks that mirror real-world workflows in investment services.
  • Provide written and analytical feedback to improve model reasoning, depth, and realism.
  • Collaborate asynchronously with AI researchers to ensure content quality and business alignment.

Ideal Qualifications

  • 2+ years of experience in investment services — including investment banking, private equity, asset management, or equity research.
  • Bachelor’s degree in Finance, Economics, or Business Administration (Advanced degrees or CFA/CPA/CAIA certifications are a plus).
  • Deep understanding of valuation, financial modeling, market analysis, and portfolio management.
  • Strong quantitative and analytical reasoning skills.
  • Exceptional communication and attention to detail — ability to distill complex concepts into actionable insights.

Project Timeline

  • Start Date: Immediate
  • Duration: 1–2 months
  • Commitment: ~20 hours/week (flexible, part-time)
  • Schedule: Fully remote and asynchronous — work at your own pace

Compensation & Contract

  • Rate: $80–$120 USD/hour (based on experience)
  • Bonuses: Top performers earn weekly incentives of $20–$100/hr on top of base pay
  • Contract Type: Independent contractor
  • Payments: Daily via Stripe ConnectApplication & Onboarding Process
  1. Upload your resume or CV.
  2. Complete a short AI interview (no prep required).
  3. Participate in a paid, 3-hour work trial to assess your ability to interpret project guidelines and produce high-quality investment-related content.

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

Originally posted on LinkedIn

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