Investment Analyst - Financial Modeling

Mercor; Montreal; Remote; CAD 80,000 - 100,000; Part time

Job summary

A leading tech recruitment firm is seeking an Investment Services Professional to evaluate AI-generated investment outputs and enhance financial model accuracy. This part-time, independent contractor role allows for flexible remote work. Ideal candidates will have a Bachelor's degree and relevant experience in investment services. Competitive hourly rate of $90–$150 USD/hr offered.

Benefits

Competitive hourly rate

Weekly bonus incentives

Flexible working hours

Daily payment via Stripe Connect

Qualifications

• 2+ years of experience in investment services, preferably in investment banking or asset management.
• Solid understanding of investment processes and decision-making frameworks.
• Experience with portfolio analysis and financial forecasting.

Responsibilities

• Evaluate investment-related outputs produced by AI systems for quality and accuracy.
• Calibrate AI decision-making processes for valuation modeling and risk assessment.
• Collaborate with AI teams to integrate domain-specific expertise.

Skills

Investment analysis

Financial modeling techniques

Analytical skills

Critical thinking

Presentation skills

Education

Bachelor’s degree in Finance, Economics, Business Administration, or related field

Advanced degrees (e.g., MBA)

Relevant certifications (e.g., CFA, CPA, CAIA)

Job description

Company Introduction

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.

Role Overview

• Position: Investment Services Professional – Independent Contractor, Remote
• Commitment: Part-time, ~20 hours/week
• Duration: 1–2 months
• Join a top AI research lab to develop and evaluate AI systems for investment workflows.

Responsibilities

• Evaluate investment-related outputs produced by AI systems for quality, accuracy, and alignment with business objectives.
• Calibrate AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning.
• Develop and implement strategies to enhance the accuracy of AI-generated financial models.
• Collaborate with AI research teams to ensure the integration of domain-specific expertise in training data.
• Work independently and asynchronously to meet project deadlines and improve AI model performance.

Requirements / Qualifications

Must-Have Qualifications

• 2+ years of experience in investment services, ideally in investment banking, private equity, asset management, or equity research.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Strong proficiency in investment analysis and financial modeling techniques.
• Solid understanding of investment processes and strategic decision-making frameworks.
• Excellent analytical, critical thinking, and presentation skills.

Preferred Qualifications

• Advanced degrees (e.g., MBA) or relevant certifications (e.g., CFA, CPA, CAIA).

Engagement Details

• Competitive hourly rate: $90–$150 USD/hr
• Weekly bonus incentives: $20–100/hr
• Independent contractor
• Fully remote and asynchronous — flexible working hours
• Daily payment via Stripe Connect

Application Process

• Upload resume
• AI interview based on your resume
• Work trial: A paid, 3-hour assessment evaluating your ability to deliver investment services–specific output

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
• For any help or support, reach out to: [e-mail]

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