Finance Specialist - Fully Remote | Upto $100/Hr

Mercor; San Francisco (CA); Hybrid; GBP 85,000 - 122,000; Part time

Job summary

Mercor is seeking an Investment Finance Expert (CL Funnel) for a remote contract role. The position requires 3+ years of hands-on finance experience and a strong command of Excel/financial modeling.

You will work on valuation, deal execution, and diligence within Investment Banking & M&A, and on underwriting and LBO modeling in Private Equity & Private Credit. The role demands a commitment of 10+ hours per week at $100/hour, with access to Bloomberg, Capital IQ, and FactSet.

Qualifications

• 3+ years of substantive, recent, hands-on finance experience at a recognized institution.
• Excel/financial modeling proficiency and tools like Bloomberg/Capital IQ/FactSet.
• 10+ hours/week commitment.

Responsibilities

• Design realistic, complex scenarios to train AI agents in finance.
• Build supporting materials such as models, memos, filings, and data.
• Author and evaluate finance tasks for AI model training.
• Emphasize valuation, deal execution, and diligence in Investment Banking & M&A.
• Focus on underwriting and LBO modeling in Private Equity & Private Credit.
• Develop three-statement modeling and forecasting in Corporate Finance & FP&A.

Skills

Excel/financial modeling

3+ years finance experience

Education

MBA / MS / PhD

CFA / CPA / FRM

Tools

Bloomberg

Capital IQ

FactSet

Job description

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: Investment Finance Expert (CL Funnel)
Type: Contract
Compensation: $100/hour
Location: Remote
Commitment: 10+ hours/week

Role Responsibilities

• Design realistic, complex scenarios from your practice area to train AI agents.
• Build supporting materials such as models, memos, filings, and data.
• Author and evaluate finance tasks for AI model training.
• Emphasize valuation, deal execution, and diligence in Investment Banking & M&A.
• Focus on underwriting and LBO modeling in Private Equity & Private Credit.
• Develop three-statement modeling and forecasting in Corporate Finance & FP&A.

Qualifications

Must-Have

• 3+ years of substantive, recent, hands‑on finance experience at a recognized institution.
• Direct experience with Excel/financial modeling and relevant tools like Bloomberg/Capital IQ/FactSet.
• A 10+ hours/week commitment.

Preferred

• Experience at the senior end (VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO).
• Experience across two or more disciplines or on both the buy side and sell side.
• An advanced degree (MBA, MS, PhD) and/or a recognized credential (CFA, CPA, FRM, actuarial designation).

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/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.