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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in equity analysis and portfolio management, with a strong focus on usability feedback for AI-driven research tools. Proficient in writing investment notes, models, and memos while evaluating financial information integration.
Highest-signal resume keywords
Equity AnalysisPortfolio ManagementInvestment ResearchUsability FeedbackAI-Assisted Workflows
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AnalystResearch AnalystHedge Fund AnalystFundamental InvestorWriting Investment NotesModel DevelopmentThesis WritingIC Memo CreationEvent TriageFinancial Information Evaluation
Soft Skills
CuriosityConstructive Feedback
Industry Keywords
Buy SideHedge FundLong-Only Asset ManagerEquitiesFinancial Intelligence Graph
About the role
Key responsibilities & impact- Participate in one 30-minute paid early user-testing session for Mercata’s AI-native Research OS
- Potentially participate in additional paid user-testing sessions
- Provide feedback on usability, workflow fit, and product value
- Share how AI is currently used in investment research, if applicable
- Evaluate a research platform designed around notes, IC memos, filings, press releases, headlines, and alternative data
- Help assess tools that ingest and link financial information into a structured, time-aware intelligence graph
Requirements
What you’ll need- Current or recent experience as an equity analyst or portfolio manager on the buy side, at a hedge fund (long/short) or long-only asset manager
- ≥2 years covering equities as an investment analyst, research analyst, hedge fund analyst, fundamental investor (not quant), or portfolio manager
- Experience writing notes, models, theses, and IC memos
- Experience with event triage involving news, filings, and press releases
- Curiosity about new research tools and AI-assisted workflows
- Willingness to share constructive feedback on usability, workflow fit, and product value
Benefits
Comp & perks- Paid 30-minute user-testing session
- Option to participate in additional paid sessions
