Investment Finance Expert - Valuation

Mercor; New York (NY); Remote; USD 117,000 - 158,000; Part time

Job summary

Mercor connects elite creative and technical talent with AI research labs, offering a remote Investment Finance Expert (Contract) role at $100/hour with a 10+ hour weekly commitment. The job centers on building finance models, valuations, and diligence for AI model training in a private equity and corporate finance context.

You will design training scenarios, develop three-statement models, and evaluate deals, with emphasis on underwriting, LBOs, and M&A processes.

Qualifications

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

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.

Skills

Excel/financial modeling

Finance analytics

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.