Investment Banking Expert - M&A Specialist

Mercor; San Francisco (CA); On-site; USD 180,000 - 320,000; Full time

Job summary

Mercor is seeking senior investment banking professionals to build evaluation tasks for AI systems operating in Fortune 500 M&A and capital markets contexts. The workflows mirror deal complexity, stakeholder sensitivity, and transaction stakes for large-cap advisory mandates.

Contributors design enterprise scenarios, draft reference outputs, and write rubrics capturing how senior F500-focused bankers think. Expertise in M&A, capital markets, and modeling is essential for this role.

Qualifications

• 5+ years in M&A advisory, capital markets, or leveraged finance at a bulge-bracket bank or elite boutique.
• Direct ownership of Fortune 500-scale deal execution or capital raises.
• Strong knowledge of IB tooling, valuation methods, and deal-process mechanics.
• Experience with rubric or deal documentation authorship is a plus.

Responsibilities

• Construct enterprise investment banking scenarios for $1B+ transactions and complex cycles.
• Build tasks across M&A advisory, equity and debt capital markets, leveraged finance, valuation and financial modeling, and pitch/deal execution.
• Develop deal execution scenarios using tools such as Bloomberg, Capital IQ, FactSet, and enterprise modeling platforms.
• Apply valuation methodologies (DCF/comparable/precedent) and produce reference pitch books, models, and executive narratives.
• Author rubrics to distinguish authentic investment banking judgment from generic prep material.

Skills

M&A advisory

Capital markets

Leveraged finance

Financial modeling

Pitch books / deal docs

Tools

Bloomberg

Capital IQ

FactSet

Job description

Role Overview

• Mercor is seeking senior investment banking professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise M&A and capital markets contexts.

• The workflows are calibrated to the deal complexity, stakeholder sensitivity, and transaction stakes of Fortune 500 M&A, capital raises, and large-cap advisory mandates.

• Contributors design enterprise investment banking scenarios, draft reference outputs, and write rubrics that capture how senior F500-focused bankers think.

Key Responsibilities

• Construct enterprise investment banking scenarios spanning $1B+ M&A transactions, multi-stakeholder deal committees, and complex capital markets or regulatory review cycles.

• Build tasks across M&A advisory, equity and debt capital markets, leveraged finance, valuation and financial modeling, and pitch/deal execution.

• Develop deal execution scenarios involving tools such as Bloomberg, Capital IQ, FactSet, and enterprise financial modeling and deal-management platforms used in bulge-bracket workflows.

• Apply enterprise investment banking methodologies (DCF/comparable company/precedent transaction analysis, LBO modeling, fairness opinion standards) and produce reference pitch books, valuation models, and executive/board-level deal narratives.

• Author rubrics that distinguish authentic investment banking judgment from generic textbook or interview-prep-level recall.

Ideal Qualifications

• 5+ years working in M&A advisory, capital markets, or leveraged finance at a bulge-bracket bank, elite boutique, or major financial institution (Goldman Sachs, Morgan Stanley, JPMorgan, Evercore, Lazard).

• Direct ownership of F500-scale deal execution, capital raises, or advisory mandates.

• Fluency in investment banking tooling, valuation methodologies, and deal-process mechanics, plus understanding of how F500 board approvals, regulatory review (SEC, antitrust), and legal/due diligence processes actually work.

• Prior rubric, financial-modeling curriculum, or pitch book/deal documentation authorship is a plus.