Investment Banking Expert - M&A Focus

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Location: Remote

• Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies, and deal structuring.
• Create realistic scenarios based on investment banking workflows, including deal screening and due diligence checklists.
• Annotate, label, and validate data across investment banking use cases such as financial statement analysis and capital structure optimization.
• Provide structured feedback on AI accuracy in areas like SEC regulations and financial terminology.
• Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI.

Qualifications

• 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank.
• Background in M&A advisory, equity or debt capital markets, leveraged finance, or restructuring.
• Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks.
• Clear written communication and attention to detail.

• Series 7, 63, 79 or CFA designation.
• Experience in industry coverage groups (TMT, healthcare, industrials, FIG, etc.).

• Upload resume
• AI interview based on your resume
• Submit form

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.