We are looking for Investment Finance Expert (CL Funnel) candidates for a project delivered through Mercor.
What you'll do
- Design realistic, complex scenarios from your own practice area.
- Build the supporting materials (models, memos, filings, data).
- Author and evaluate finance tasks used to train AI agents.
- Construct a complicated problem.
What you need
- 3+ years of substantive, recent, hands-on finance experience at a recognized institution (investment bank, asset manager, PE/credit fund, Big Four, a large corporate finance function, or a financial regulator), and currently working in the field.
- Direct experience with the tools this work runs on — Excel/financial modeling, and where relevant Bloomberg/Capital IQ/FactSet, data rooms, ERP/consolidation systems, or quant/risk platforms.
Nice to have
- Seniority in VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO.
- Experience across two or more disciplines.
- Experience on both the buy side and sell side.
- An advanced degree (MBA, MS, PhD) and/or a recognized credential (CFA, CPA, FRM, actuarial designation).
Expertise
Who you work with
Project and contracting process: Mercor. Applications continue on the provider's website.