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Mercor

Investment Finance Expert – CL Funnel

Mercor

. Design realistic, complex finance scenarios based on professional practice .

Posted 9/18/2026contractRemote • United StatesMid-LevelSenior💰 $100 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in finance modeling, analysis, and decision-making, with a strong focus on building complex financial scenarios and collaborating on AI training projects. Proficient in using advanced financial tools and methodologies to support investment decisions and reporting.

Highest-signal resume keywords
Financial ModelingExcel ProficiencyBloomberg ExperienceAdvanced Degree (MBA, MS, PhD)CFA, CPA, or FRM Certification

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial AnalysisValuationUnderwritingRisk ManagementForecastingAccountingReportingDiligenceDecision-MakingModel Building
Soft Skills
JudgmentCollaboration
Tools & Technologies
Capital IQFactSetData RoomsERP SystemsQuant Platforms
Certifications & Qualifications
CFACPAFRM
Industry Keywords
FinanceInvestmentAI TrainingFinancial ScenariosModeling

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • Design realistic, complex finance scenarios based on professional practice
  • Build supporting materials including models, memos, filings, and data
  • Author and evaluate finance tasks used to train AI agents
  • Apply analytical and decision-making expertise in modeling, diligence, valuation, underwriting, forecasting, risk management, accounting, reporting, or related finance disciplines
  • Construct complex problems requiring judgment rather than process high volumes
  • Collaborate with leading researchers on AI training projects

Requirements

What you’ll need
  • 3+ years of substantive, recent, hands-on finance experience at a recognized institution
  • Currently working in the finance field
  • Direct experience with Excel/financial modeling
  • Experience with Bloomberg, Capital IQ, FactSet, data rooms, ERP/consolidation systems, or quant/risk platforms where relevant
  • Commitment of at least 10 hours per week
  • Experience owning analysis and decisions, such as building models for live deals or investments, leading diligence, defending valuations or recommendations, owning forecasting/reporting cycles, structuring financings, or writing relied-upon memos
  • Advanced degree (MBA, MS, PhD) and/or recognized credential (CFA, CPA, FRM, actuarial designation) preferred but not required
  • Must not require H-1B or STEM OPT sponsorship

Benefits

Comp & perks
  • Fully remote role
  • Flexible own schedule
  • Weekly payments via Stripe or Wise
  • Competitive pay
  • Collaboration with leading researchers
  • Opportunity to help shape the next generation of AI systems
  • Independent contractor engagement
  • Referral payments of up to $400 per successful referral