Equity Research Expert - Publications

Mercor; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Mercor is building expert-authored forecasting and research data used to evaluate and improve AI models on real financial analysis. This role involves predicting when a named sell-side analyst will publish after a catalyst, and what updates will contain.

You will reason from filings, earnings, transcripts, estimates, valuation and ratings to forecasted content. The candidate should have deep experience in equity research, with a history of publishing post-catalyst notes in the target sector and

Qualifications

• 8+ years of direct equity research experience or equivalent performance
• Deep command of filings, earnings data, transcripts, estimates, valuation and ratings
• Proven track record publishing post-catalyst research in the targeted sector

Responsibilities

• Forecast the timing and content of a named analyst's post-catalyst note
• Reason from filings, earnings, transcripts, estimates, valuations and ratings to an expected view
• Document the internal workflow that produces equity research reports
• Review model-generated analyses and grade them against your standards

Skills

Equity analysis

Post-catalyst forecasting

Valuation and estimates

Filings and transcripts

Education

Bachelor's degree in finance or related field

Job description

About the work

We are building expert-authored forecasting and research data used to evaluate and improve AI models on real financial analysis. Each task asks a practitioner to reason from a fixed evidence cutoff — no hindsight — and document the judgment a strong analyst would have made at that moment.

This role covers single-name equity analyst publications: predicting when a named sell-side analyst will publish after a catalyst, and what that update will contain.

What you will do

• Forecast the timing and content of a named analyst's post-catalyst research note


• Reason from filings, earnings, transcripts, estimates, valuation and ratings to an expected published view


• Document the internal research workflow that determines how and when an equity research report gets produced


• Review model-generated analyses and grade them against your own standard

Who we are looking for

• A former lead sell-side equity analyst or highly senior research associate who personally published post-catalyst research in the exact sector


• Deep command of filings, earnings, transcripts, estimates, valuation, ratings, and the internal workflow behind an equity research report


• Typically 8+ years of direct experience, or unusually strong evidence of equivalent performance

Backgrounds we look at first: Institutional Investor-ranked teams and leading research franchises such as Goldman Sachs, Morgan Stanley, JPMorgan, Bank of America, Citi, UBS, Barclays, Bernstein, Jefferies and Wolfe Research. Former colleagues, direct coverage rivals, and senior buy-side consumers of a named analyst's work are especially valuable. Brand-name experience is a strong first-pass signal but is not a hard requirement — direct experience and performance on the work sample determine who qualifies.

Point-in-time discipline

Every task is graded on reasoning from the stated cutoff without hindsight, data leakage, confidential information, or material non-public information.