Finance Specialist - Fully Remote | Upto $150/hr

mercor; San Francisco (CA); Hybrid; GBP 133,000 - 181,000; Part time

Job summary

Mercor is seeking a UK-based VP / Investment Associate for a contract role. The position is remote with a strong emphasis on private-company valuation, financial modelling, and investment analysis. You will prepare senior-level materials and ensure model integrity for decision-making.

Required 5–7 years in investment banking, private equity, or related fields, with MBA/CFA preferred. Advanced Excel skills and proficiency in presenting complex analyses are essential.

Qualifications

• 5–7 years in Investment Banking, Private Equity, a Family Office, or investment management.

Responsibilities

• Lead valuation of private companies using market-based methodologies.
• Build, review, and refine detailed Excel valuation models.
• Analyze performance, financial projections, capital structure, comparables, and transaction data.
• Assess assumptions, sensitivities, valuation ranges, and investment risks.
• Prepare investment committee materials and board presentations.
• Convert analytical findings into concise, senior-level presentation materials.
• Ensure financial models and outputs are decision-ready and internally consistent.
• Incorporate feedback from senior reviewers and iterate quickly on the work.

Skills

Valuation

Financial modeling

Investment analysis

Excel models

IC materials

DCF & comps

Education

MBA

CFA

Tools

Excel

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: UK-based VP / Investment Associate
Type: Contract
Compensation: $150/hour
Location: Remote

Role Responsibilities

• Lead the valuation of private companies using appropriate financial and market-based methodologies.
• Build, review, and refine detailed Excel valuation models.
• Analyze company performance, financial projections, capital structure, comparable companies, and relevant transaction data.
• Assess key assumptions, sensitivities, valuation ranges, and investment risks.
• Review investment policy documentation and identify gaps, inconsistencies, or areas for improvement.
• Support broader portfolio analysis across public and private investments.
• Conduct market-data research and maintain a clear record of sources and assumptions.
• Convert analytical findings into concise, senior-level presentation materials.
• Prepare simplified trade and investment documentation as required.
• Ensure financial models, conclusions, and presentation outputs are internally consistent and decision-ready.
• Incorporate structured feedback from senior reviewers and iterate quickly on the work.

Qualifications Must-Have

• 5–7 years of professional experience in Investment Banking, Private Equity, a Family Office, or investment management.
• Strong experience with private-company valuation, financial modeling, investment analysis, and transaction-related work.
• Advanced proficiency in Excel and the ability to build robust, auditable financial models.
• Experience preparing investment committee materials, board presentations, transaction presentations, or comparable senior-level deliverables.
• Strong understanding of valuation methodologies, including comparable-company analysis, precedent transactions, and discounted cash-flow analysis.
• Comfortable working with market-data exports, financial statements, portfolio information, and imperfect datasets.
• Exceptionally strong written communication and attention to detail.
• Comfortable having analytical judgments reviewed and calibrated against those of other experienced investment professionals.

Preferred

• Experience analyzing investment policies or institutional portfolio guidelines.
• An MBA , specialized finance master's degree , or CFA qualification.
• Prior experience with AI evaluation, financial assessments, or human-data projects.