Call For Referral
Investment Banking / Private Equity Specialist (Remote | $90 –$150/hr)
Call For Referral, New York, New York, United States
Overview
Investment Banking / Private Equity Specialist (Remote | $90 –$150/hr) This range is provided by Call For Referral. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$90.00/hr - $150.00/hr Direct message the job poster from Call For Referral About the Role
A
leading AI research initiative
is recruiting
Investment Services Experts
to collaborate on a frontier project that enhances large language models (LLMs) for real-world financial reasoning. In this role, you’ll leverage your expertise across
investment banking, private equity, asset management, or equity research
to evaluate, design, and refine AI workflows that simulate complex financial analysis and decision-making. Your work will help shape how next-generation AI systems interpret markets, evaluate deals, and forecast business outcomes with human-level accuracy. Key Responsibilities
Evaluate AI-generated investment analyses for
accuracy, clarity, and strategic rigor. Calibrate AI decision-making in areas like
valuation modeling, portfolio analysis, financial forecasting, and risk assessment. Design and validate structured tasks that mirror real-world workflows in investment services. Provide written and analytical feedback to improve model reasoning, depth, and realism. Collaborate asynchronously with AI researchers to ensure content quality and business alignment. Ideal Qualifications
2+ years
of experience in investment services — including
investment banking, private equity, asset management, or equity research. Bachelor’s degree in
Finance, Economics, or Business Administration
(Advanced degrees or
CFA/CPA/CAIA
certifications are a plus). Deep understanding of
valuation, financial modeling, market analysis, and portfolio management. Strong quantitative and analytical reasoning skills. Exceptional communication and attention to detail — ability to distill complex concepts into actionable insights. Project Timeline
Start Date:
Immediate Duration:
1–2 months Commitment:
~20 hours/week (flexible, part-time) Schedule:
Fully remote and asynchronous — work at your own pace Compensation & Contract
Rate:
$80–$120 USD/hour (based on experience) Bonuses:
Top performers earn weekly incentives of
$20–$100/hr
on top of base pay Payments:
Daily via
Stripe Connect Application & Onboarding Process
Upload your
resume or CV . Complete a short
AI interview
(no prep required). Participate in a
paid, 3-hour work trial
to assess your ability to interpret project guidelines and produce high-quality investment-related content. ⚡
PS: Mercor team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
⚡ Seniority level
Mid-Senior level Employment type
Contract Job function
Finance Industries: Investment Banking, Venture Capital and Private Equity Principals, and Financial Services Referrals increase your chances of interviewing at Call For Referral by 2x
#J-18808-Ljbffr
Investment Banking / Private Equity Specialist (Remote | $90 –$150/hr) This range is provided by Call For Referral. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$90.00/hr - $150.00/hr Direct message the job poster from Call For Referral About the Role
A
leading AI research initiative
is recruiting
Investment Services Experts
to collaborate on a frontier project that enhances large language models (LLMs) for real-world financial reasoning. In this role, you’ll leverage your expertise across
investment banking, private equity, asset management, or equity research
to evaluate, design, and refine AI workflows that simulate complex financial analysis and decision-making. Your work will help shape how next-generation AI systems interpret markets, evaluate deals, and forecast business outcomes with human-level accuracy. Key Responsibilities
Evaluate AI-generated investment analyses for
accuracy, clarity, and strategic rigor. Calibrate AI decision-making in areas like
valuation modeling, portfolio analysis, financial forecasting, and risk assessment. Design and validate structured tasks that mirror real-world workflows in investment services. Provide written and analytical feedback to improve model reasoning, depth, and realism. Collaborate asynchronously with AI researchers to ensure content quality and business alignment. Ideal Qualifications
2+ years
of experience in investment services — including
investment banking, private equity, asset management, or equity research. Bachelor’s degree in
Finance, Economics, or Business Administration
(Advanced degrees or
CFA/CPA/CAIA
certifications are a plus). Deep understanding of
valuation, financial modeling, market analysis, and portfolio management. Strong quantitative and analytical reasoning skills. Exceptional communication and attention to detail — ability to distill complex concepts into actionable insights. Project Timeline
Start Date:
Immediate Duration:
1–2 months Commitment:
~20 hours/week (flexible, part-time) Schedule:
Fully remote and asynchronous — work at your own pace Compensation & Contract
Rate:
$80–$120 USD/hour (based on experience) Bonuses:
Top performers earn weekly incentives of
$20–$100/hr
on top of base pay Payments:
Daily via
Stripe Connect Application & Onboarding Process
Upload your
resume or CV . Complete a short
AI interview
(no prep required). Participate in a
paid, 3-hour work trial
to assess your ability to interpret project guidelines and produce high-quality investment-related content. ⚡
PS: Mercor team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
⚡ Seniority level
Mid-Senior level Employment type
Contract Job function
Finance Industries: Investment Banking, Venture Capital and Private Equity Principals, and Financial Services Referrals increase your chances of interviewing at Call For Referral by 2x
#J-18808-Ljbffr