Mercor is hiring experienced investment bankers to build and review evaluation tasks for AI agents. Each task is set in a realistic simulated bank or deal team, with the filings, models, data-room documents, emails and deal tools bankers really work from.
Finance Subject Matter Expert (SME) - Reopened
Remote (Global)
$40 – $80/hr
September 15, 2026
Job description
Finance Domain Expert
Role Overview
As a Finance Domain Expert, you will collaborate with AI and engineering teams to improve the performance of financial AI models by defining workflows, creating evaluations, curating data, and providing domain-specific insights.
Key Responsibilities
Workflow Definition: Identify and document common finance workflows such as M&A analysis, company valuation, portfolio construction, and investment research.
Evaluation Design: Develop test cases, evaluation criteria, and success metrics for AI-generated outputs.
Capability Assessment: Assess AI performance across financial tasks, including:
- Financial statement analysis
- Data extraction
- Market research and trend analysis
- Risk assessment
- Valuation modeling
Data Curation & Annotation: Guide the selection and annotation of high-quality financial datasets for AI training and fine-tuning.
Feedback & Improvement: Provide ongoing feedback to enhance model accuracy, relevance, and usability.
Key Requirements
Experience
12+ years of professional experience in one or more of the following areas:
- Investment Banking
- Private Equity
- Asset Management
- Equity Research
Open to Entry-Level, Mid-Level, and Executive-Level professionals with strong domain expertise.
Skills
Strong analytical and critical-thinking abilities.
Excellent written and verbal communication skills.
Ability to simplify complex financial concepts.
Attention to detail and commitment to quality.
Experience with AI/LLM-based financial applications is preferred.
Knowledge of:
- Prompt Engineering
- Data Annotation
- Evaluation Rubrics
- AI Model Testing & Validation
Domain-Specific Workflows
Private Equity – Market & Commercial Diligence
Analyze market size, competitive landscape, growth drivers, customer insights, and investment theses using public filings, industry databases, expert interviews, and market research.
Asset Management – Earnings Analysis & Quarterly Updates
Review quarterly earnings, benchmark performance against expectations, update financial models, and assess investment implications.
Investment Banking – Market & Competitive Research
Conduct industry analysis, competitor benchmarking, market sizing, and strategic positioning using filings, research reports, investor presentations, and market intelligence.
Equity Research – Investment Thesis Development
Build and refine buy/hold/sell recommendations through financial modeling, valuation analysis, industry research, earnings reviews, and market monitoring.
Core Financial Workflows
- Discounted Cash Flow (DCF) Analysis
- Leveraged Buyout (LBO) Modeling
- Mergers & Acquisitions (M&A) Modeling
- Comparable Company Analysis
- Precedent Transaction Analysis
- Financial Forecasting & Scenario Modeling
- Valuation & Investment Research
- Portfolio Analysis & Risk Assessment
Engagement Type: Finance SME for AI Model Training, Evaluation, Data Annotation, and Workflow Validation.
Screening & Qualification Details
- Berribot AI Interview (Assigned, Completed, Not responding, Link not received, Issue)
- AI Berribot Assessment Result (Pass, Fail)
- Client Interview result (Pass, Fail)
Apply now
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