Financial Data Analyst - Work From Home

Mercor; United Kingdom; Hybrid; GBP 68,000 - 153,000; Full time

Job summary

A leading AI firm is seeking an AI Personal Finance Data Specialist responsible for labeling and evaluating finance data. The ideal candidate has a background in personal finance and strong communication skills. This full-time role offers competitive compensation ranging from $90,000 to $200,000 annually and is based either in-office in Palo Alto or fully remote.

Benefits

Access to medical benefits

Supportive, high-impact environment

Qualifications

• Professional experience in personal finance or related fields.
• Strong written and verbal English communication skills.
• Excellent analytical and organizational abilities.

Responsibilities

• Use proprietary tools to label, annotate, and evaluate personal finance data.
• Provide expert input across scenarios involving investing, budgeting, and tax planning.
• Collaborate with research teams to train and refine AI systems for financial reasoning.

Skills

Professional experience in personal finance or related fields

Strong written and verbal English communication skills

Excellent analytical and organizational abilities

Ability to work independently

Demonstrated interest in technology and AI applications in finance

Job description

Mercor provided pay range

This range is provided by Mercor. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $200,000.00/yr

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: AI Personal Finance Data Specialist

Type: Full-time

Compensation: $90,000–$200,000/year

Location: Based in Palo Alto, CA (in-office, 5 days per week) or fully remote

Commitment: 40 hours/week

Role Responsibilities

• Use proprietary tools to label, annotate, and evaluate personal finance data.
• Provide expert input across scenarios involving investing, budgeting, and tax planning.
• Collaborate with research teams to train and refine AI systems for financial reasoning.
• Help design and improve annotation tools tailored for financial data.
• Interpret evolving task instructions accurately and deliver consistent, high-quality results.
• Work independently and asynchronously to meet deadlines while improving AI model performance.

Qualifications

• Professional experience in personal finance or related fields.
• Strong written and verbal English communication skills.
• Excellent analytical and organizational abilities.
• Ability to work independently and make sound judgments with limited information.
• Demonstrated interest in technology and AI applications in finance.

Preferred

• Relevant certification or training (e.g., CFP, CFA, Enrolled Agent).
• Experience mentoring or training others in financial planning, investing, or tax preparation.
• Familiarity with AI workflows, data annotation, or related technical environments.
• Comfortable recording short audio or video sessions for data collection.

Compensation & Legal

• Access to medical benefits, subject to your country of residence.
• Supportive, high-impact environment focused on advancing AI and financial innovation.

Application Process (Takes 20–30 mins to complete)

• Submit your resume.
• Complete a 20-minute introductory interview.
• Selected candidates will move on to a focused personal finance data evaluation exercise.
• Finalists will participate in a team discussion and review of their expertise.

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.

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Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance

Industries

• Software Development