Investment Finance Expert (CL Funnel)
Mercor • Remote, United States
Education
Not stated
Type
Hourly
Pay Rate
$100/hr
Listed
17d ago
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From the Mercor listing
About the Role
We're looking for professionals with deep, hands-on experience doing the analytical and decision-making work at the core of finance — the modeling, diligence, valuation, and judgment calls that sit behind real capital, risk, and reporting decisions. You'll design realistic, complex scenarios from your own practice area, build the supporting materials (models, memos, filings, data), then author and evaluate finance tasks used to train AI agents. This is authoring and judgment work, not throughput.
Priority Areas — we are hiring hardest here
- Investment Banking & M&A: valuation (DCF, comps, precedent transactions, LBO), deal execution, fairness analysis, merger models, and diligence
- Private Equity & Private Credit: underwriting, LBO modeling, capital structure, covenant analysis, and portfolio-company work
- Corporate Finance & FP&A: three-statement modeling, forecasting and budgeting, variance analysis, capital allocation, and board/management reporting
Also In Scope
- Equity and credit research, buy-side and sell-side coverage
- Asset and wealth management, portfolio construction, and manager selection
- Quantitative finance, risk management (market, credit, liquidity), and derivatives pricing
- Treasury, capital markets, and corporate development
- Financial modeling and technical accounting where it drives valuation or reporting judgment (US GAAP / IFRS)
- Real estate, infrastructure, and project finance
- Regulatory and compliance work in finance (Basel, SEC/regulatory reporting, capital adequacy)
Requirements
- 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
- A 10+ hrs/week commitment
What Makes a Strong Candidate
We are looking for people who can construct a complicated problem, not people who process volume. The strongest signals are evidence of owning analysis and decisions: building the model that drove a live deal or investment decision, leading diligence, defending a valuation or recommendation to an investment committee or client, owning a forecast and reporting cycle, structuring a financing, or writing the memo others relied on. Within any competency we prefer the senior end (VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO), and experience across two or more disciplines — or on both the buy side and sell side — is a strong plus. An advanced degree (MBA, MS, PhD) and/or a recognized credential (CFA, CPA, FRM, actuarial designation) is preferred, not required.
Settings
Not bulge-bracket only. Also boutique and middle-market advisory, PE/VC/credit funds, hedge funds and asset managers, corporate finance and treasury functions, family offices, insurers, banks and lenders, fintech, and financial regulators.
How long hiring takes
Across the AI training platforms we refer candidates to, the median gap between referral and hire is about 30 days. It varies by platform and role, so treat it as a rough guide for this one.
Talent Pool members
Apply through this link and we can put you forward to Mercor when your profile is a strong match. Not every applicant is submitted. If you're not in the pool yet, set up your profile first.
Set up your profile →What to Expect
Looking at Mercor Business listings we've tracked, contracts in this domain typically run about 3 weeks. Actual length varies by project, but this gives you a realistic baseline going in.
Based on 31 extracted Mercor Business listings.
Why this role
Few outlets pay Business specialists what the leading AI labs pay for direct judgment. At $100/hr, this Investment Finance Expert (CL Funnel) role prices in the expertise itself, separate from hours billed or clients managed.
Talent pool
We're light on Business candidates
We've matched 55 people with a Business background against 1011 Business listings we've tracked, so most go out without one. Set up a profile and we'll consider you for a role like this one.
Set up your profileSkills and categories
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Common questions
Does it cost money to apply to Mercor?
No, applying and joining Mercor is free. Mercor's revenue comes from a fee it charges the client on top of your hourly rate, not from applicants. Treat any request for payment to join as a red flag.
Is Mercor for freelancers or full-time contractors?
Mercor places you with one client for a defined engagement, like 'Python Tutor for 3 months', rather than having you grab small tasks from a shared queue. Most roles function as steady contract work, not one-off gigs.
Is AI training work the same as traditional consulting?
No. Instead of client deliverables, you're given complex scenarios to evaluate: grading the AI's logic, correcting its hallucinations, and supplying expert-level reasoning it doesn't have on its own. The job is closer to teaching than consulting.
Why do these AI training roles pay so much?
Because general knowledge isn't what's being tested. The model already knows the basics; what it needs is expertise on edge cases, the rare, difficult, highly technical judgment calls only a senior professional in the field would make correctly.
What does Business work look like for an Investment Finance Expert (CL Funnel)?
Tasks here are scoped to Business, not generic labeling. As an Investment Finance Expert (CL Funnel), expect to draw on real domain judgment (evaluating outputs, correcting errors, or providing expert reasoning specific to Business) rather than following a one-size-fits-all rubric. If you don't have hands-on Business background, this is likely not the right listing to start with.
What specific skills does this listing call for?
Expert is named directly in the listing. If you don't have hands-on experience with this, expect the screening process to test for it directly rather than accepting adjacent experience as a substitute.
How much does this specific role pay?
This listing is posted at $100/hr, an hourly rate. Pay can change between when we last checked the listing and when you apply, so confirm the current number on the platform's own application page before committing time.
What happens when I click Apply on this listing?
You'll be taken to Mercor's external site to complete your application there. This listing links through a referral, but the process is identical to applying directly; the link just routes you correctly. Create an account on their site and follow their onboarding steps.
Can I apply from outside the United States?
This specific role is open only to people based in the United States. If you are somewhere else, applying is unlikely to lead to an offer even if you pass the assessment, because the restriction is usually about where the work can legally be contracted rather than your skills. Read the full description for any tax-residency or right-to-work caveats before you apply.
How soon will I start working after applying to Mercor?
Not immediately. Mercor is a talent marketplace, not a task queue, so applying puts you in a pool of candidates. You start working only once a specific client, like a major AI lab, selects your profile, and that matching process can take weeks.