Investment Banking Expert - Evaluator - AI Trainer

Obsidian; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Mercor partners with a leading AI research organization to define what excellent work looks like in evaluating AI-assisted banking tasks. You will design task-specific grading criteria and score completed work samples with rigorous, well-reasoned written justifications.

Join a team valuing precise, evidence-based judgment and iterative improvement as you shape bank-quality evaluation standards for complex financial deliverables.

Qualifications

• 2+ years of professional investment banking experience (associate level or above).
• Experience at leading global investment banks or elite advisory boutiques across M&A, coverage, or capital markets.
• Proficiency in three-statement and transaction modeling (DCF, LBO, comps, merger math).
• Exceptionally strong written communication, with the ability to explain exactly why a piece of work does or does not meet the bar.
• Detail-oriented, consistent, and comfortable having your judgment reviewed against peers.
• Prior experience with AI training, evaluation, or human-data projects is a strong plus.

Responsibilities

• Design precise grading criteria for real-world banking deliverables (models, valuations, pitch decks, CIMs).
• Score AI and human work samples against criteria with written justifications.
• Apply consistent, evidence-based judgment so scores are reproducible and defensible.
• Incorporate senior feedback and iterate quickly on your work.

Skills

Investment banking

Financial modeling

Valuation

M&A

Three-statement modeling

DCF modeling

LBO modeling

Comps analysis

Written communication

Attention to detail

Job description

1. Role Overview

Mercor is partnering with a leading AI research organization to engage experienced investment banking professionals for a project focused on evaluating how well AI systems perform real-world banking work. Rather than producing deliverables yourself, you will define what excellent work looks like: designing task-specific grading criteria and scoring completed work samples with rigorous, well-reasoned written justifications.

2. Key Responsibilities

• Design precise, task-specific grading criteria for real-world banking deliverables (financial models, valuation analyses, pitch decks and CIMs, deal memos, board and committee materials)


• Score AI-generated and human work samples against those criteria, with detailed written justifications for every score


• Apply consistent, evidence-based judgment so that scores are reproducible and defensible


• Incorporate structured feedback from senior reviewers and iterate quickly on your work

3. Ideal Qualifications

• 2+ years of professional investment banking experience (associate level or above)


• Background at leading global investment banks or elite advisory boutiques, across M&A, coverage, or capital markets


• Deep fluency in the day-to-day craft: three-statement and transaction modeling (DCF, LBO, comparables, merger math), valuation judgment, deal-process materials, and the formatting and accuracy standards of bank-quality work product


• Exceptionally strong written communication, with the ability to explain exactly why a piece of work does or does not meet the bar


• Detail-oriented, consistent, and comfortable having your judgment reviewed and calibrated against peers


• Prior experience with AI training, evaluation, or human-data projects is a strong plus