Investment Services Expert
Mercor • Remote
Education
Bachelor's
Type
Hourly
Pay Rate
$80–$120/hr
Listed
274d ago
Apply opens Mercor in a new tab.
Apply Now → ⚡ Boost your chances - Optimize your resume with Rezi.aiWhat We Know About This Role
- Weekly hours
- 20 hrs/week
- Contract length
- 9 weeks
About this role
From the Mercor listing
- Evaluate investment-related outputs produced by AI systems for quality, accuracy, and alignment with business objectives Calibrate AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning 2+ years of experience in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations
- Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative/analytical field. Advanced degrees (e.g., MBA) or relevant certifications (e.g., CFA, CPA, CAIA) are a plus
- Strong proficiency in investment analysis and financial modeling techniques, including valuation, market analysis, portfolio construction, and risk-return assessment
- Solid understanding of investment processes, business performance metrics, and strategic decision-making frameworks Excellent analytical, critical thinking, written, and presentation skills, with the ability to distill complex financial information into clear, actionable insights
Project Timeline
- Start Date: Immediate Duration: 1–2 months Commitment: Part-time, ~20 hours/week
Apply today and leverage your investment services expertise to help build the future of AI-driven finance!
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
- You will be engaged as an independent contractor.
- This is a fully remote role that can be completed on your own schedule.
- Projects can be extended, shortened, or concluded early depending on needs and performance.
- Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
- Payments are weekly on Stripe or Wise based on services rendered.
- Please note: We are unable to support H1-B or STEM OPT candidates at this time.
Requirements
- Must be eligible to work in Remote
- Fluent proficiency in English (Written & Verbal)
- Reliable high-speed internet connection
- Bachelor's's degree or equivalent professional experience
- Demonstrated expertise in Finance
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 →Why this role
Few outlets pay Finance specialists what the leading AI labs pay for direct judgment. At $80–$120/hr, this Investment Services Expert role prices in the expertise itself, separate from hours billed or clients managed.
Talent pool
We're light on Finance candidates
We've matched 55 people with a Finance background against 1011 Finance 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.
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Common questions
Does Mercor's application require an on-camera interview?
Yes, every applicant records a video interview with an AI interviewer that asks questions about your resume. Clients review that recording to judge communication skills before matching, so there's no way to apply without going on camera.
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.
What does the day-to-day workload look like for elite-expert AI training roles?
Slow and deep, not fast and repetitive. A single task can take 45-60 minutes of researching citations or verifying complex calculations. Quality is what's being measured here, not throughput.
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.
What does Finance work look like for an Investment Services Expert?
Tasks here are scoped to Finance, not generic labeling. As an Investment Services Expert, expect to draw on real domain judgment (evaluating outputs, correcting errors, or providing expert reasoning specific to Finance) rather than following a one-size-fits-all rubric. If you don't have hands-on Finance 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 many hours per week does this role require?
Based on the listing, this role is scoped at about 20 hours per week, over roughly a 9-week contract. Treat this as a real commitment expectation, not a loose estimate.
How much does this specific role pay?
This listing is posted at $80–$120/hr, an hourly rate. The range reflects experience level and negotiated terms, not a placeholder, so where you land in it depends on your background and the assessment. 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.
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.