Investment Banking & M&A Domain Expert

Mercor; California; Hybrid; USD 180,000 - 280,000; Full time

Job summary

Mercor is seeking a senior finance domain expert to join a leading AI lab's GenAI team. You will write instruction specs, craft golden datasets, and build finance benchmarks to measure model reasoning on real financial work.

This is a full-time W-2 role with Cincinnatus LLC as employer of record, hybrid in the Bay Area, with on-site requirements and relocation at your own cost if needed. You will review finance knowledge work, ensure high-quality outputs, and collaborate with research teams to

Qualifications

• 5+ years of substantive, dedicated professional finance experience at a recognized institution.
• Genuine specialization in at least one core finance discipline (e.g., corporate finance/FP&A, investment banking, asset management, PE/credit, risk management, treasury, accounting/audit).
• Senior-level progression with real ownership of analysis and decisions (VP/Director/MD/Portfolio Manager/CFO).
• Advanced degree or recognized credential such as CFA/CPA/FRM; MBA/MS/PhD preferred.
• Hands-on AI fluency with LLMs in professional work and ability to distinguish well-reasoned answers from plausible wrong ones.
• Availability: 40 hours per week for an initial engagement of 6 months.
• Location: Bay Area, California, on-site with relocation at candidate cost if not based there.
• Excellent written communication and ability to provide precise, well-structured feedback.

Responsibilities

• Data QA and reviews: Vet finance knowledge work tasks and model outputs for accuracy and depth.
• Instruction specs and golden datasets: Write specs, produce golden solutions, define new finance tasks.
• Benchmarks and domain depth: Design challenging finance tasks and evaluation sets with the team.
• Calibration: Align standards with client researchers and translate financial judgment into explicit criteria.

Skills

Finance domain expertise

AI fluency

Written communication

Education

MBA/MS/PhD in finance/economics/accounting or quantitative field

CFA/CPA/FRM

Job description

Join a leading AI lab's cutting-edge GenAI team to be at the core of the AI revolution, where your expertise fuels the development of the most advanced AI models.

1. Overview

We are hiring a senior finance domain expert to work directly with a leading AI lab's research and program management teams, improving how frontier AI models reason about real financial work.

Your finance expertise is the substance of this role. You will review the quality of finance knowledge work tasks, write the instruction specs and golden solutions that define what "correct" looks like, and build the benchmarks that show whether the model is genuinely improving. We are looking for a practising specialist rather than a generalist.

This is a full-time W-2 employment position with Cincinnatus LLC, with the opportunity to be placed at a leading AI lab as part of their extended workforce. You will be provisioned with client-issued accounts and equipment, and will work inside the client's own tools alongside their research teams.

Location: This is a hybrid role based in the Bay Area, California. You must live in the Bay Area and work on-site with the client's team multiple days each week, when required. This is not a remote role. If you do not currently live in the Bay Area, you must be willing to relocate there at your own cost before the engagement starts — relocation assistance is not provided.

2. Key Responsibilities

• Data QA and reviews: Vet the quality of finance knowledge work tasks and model outputs — spotting missing behaviors, thin reasoning, flawed assumptions, and answers that read well but would not survive professional scrutiny.

• Instruction specs and golden datasets: Write high-quality instruction specs, produce golden solutions to financial problems, and define new finance tasks that reflect how the work is actually done in practice.

• Benchmarks and domain depth: Design challenging finance tasks and evaluation sets, and help build finance-specific skills and tools together with the research team.

• Calibration: Work with client researchers and specialists in adjacent fields to keep standards consistent, translating tacit financial judgment into explicit, teachable criteria.

3. Core Qualifications

• Experience: 5+ years of substantive, dedicated professional finance experience at a recognized institution — for example an investment bank, asset manager, private equity or credit fund, Big Four firm, a large corporate finance function, or a financial regulator. Generalist roles that only touch finance peripherally do not count.

• Domain depth: Genuine specialization in at least one core finance discipline, for example corporate finance and FP&A, investment banking and M&A, asset or wealth management, private equity or private credit, quantitative finance and risk management, treasury, or accounting and audit.

• Seniority: Clear progression to a senior individual-contributor or leadership level — for example Vice President, Director, Principal, Managing Director, Portfolio Manager, Controller, or CFO — with real ownership of analysis and decisions.

• Education and credentials: An advanced degree from a strong program (MBA, MS, or PhD in finance, economics, accounting, or a quantitative field) and/or a recognized professional credential such as CFA, CPA, FRM, or an actuarial designation. Strongly preferred.

• AI fluency: Hands‑on working use of large language models in your professional work, and the judgment to tell a well‑reasoned answer from a plausible‑sounding wrong one.

• Availability: Able to commit reliably to 40 hours per week for an initial engagement of 6 months.

• Location: Living in the Bay Area, California, and able to work on-site with the client's team multiple days each week, when required. Candidates not currently based in the Bay Area must be willing to relocate there at their own cost; relocation assistance is not provided.

• Excellent written communication, and the ability to give precise, well‑structured written feedback.

About Cincinnatus LLC

Cincinnatus LLC is an enterprise staffing company that partners with leading technology companies to source and employ highly skilled professionals for contingent and contract‑based opportunities. Cincinnatus serves as the employer of record for these engagements, providing W-2 employment, payroll, benefits, and compliance, while placing employees directly within client teams to work on high‑impact initiatives.

Roles hired through Cincinnatus are not project‑based or freelance engagements. They are structured, role‑based positions that typically involve part‑time or full‑time commitments, close collaboration with a client's internal teams, and integration into standard enterprise workflows.

Cincinnatus is a legal entity separate from Mercor. While opportunities may be discovered through Mercor's platform, employment, onboarding, payroll, and benefits for these roles are administered by Cincinnatus LLC.

Equal Employment Opportunity

Cincinnatus is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or any other legally protected characteristic.

Cincinnatus is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans throughout the job application process.