Finance & Investment Banking Specialist
@ Call For Referral

Hybrid
$218,400
Hybrid
Part Time
Posted 22 hours ago

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XXXXXXXXX XXXXXXXXXXXXX XXXXXXXX****** @callforreferral.com
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Job Details

About the Role

A leading AI research initiative is seeking Investment Banking Experts to work on a groundbreaking project focused on benchmarking and enhancing the reasoning and analytical capabilities of advanced AI systems. As a Finance & Investment Banking Specialist, you will collaborate with researchers to design and evaluate investment banking workflows, financial scenarios, and analytical frameworks that refine next-generation AI models built for business and finance.

Key Responsibilities

  • Collaborate with AI researchers to design realistic financial and business scenarios.
  • Develop and review investment banking-style prompts, analyses, and work products.
  • Provide structured feedback on the logic and financial rigor of AI outputs.
  • Evaluate model performance in valuation, modeling, and corporate finance scenarios.
  • Participate in fast-moving project sprints with iterative improvements.

Ideal Qualifications

  • 3+ years of experience in investment banking at top-tier firms.
  • Based in the U.S. or Canada.
  • Expertise in financial modeling, valuation, M&A, and capital markets analysis.
  • Excellent analytical, quantitative, and written communication skills.
  • Strong collaboration mindset with adaptability to iterative feedback.

Project Details

Start Date: October 3rd Duration: 6–8 weeks Commitment: Minimum 30 hours/week with a flexible schedule Schedule: Fully remote and asynchronous

Compensation & Application Process

Rate: $90–$120 USD per hour based on experience Bonus: Additional incentives for top performers Type: Independent contractor Payments: Weekly via Stripe Connect

To apply, upload your resume and complete a short AI interview (approximately 15 minutes). The Mercor team reviews applications daily, so prompt application is encouraged.

Key skills/competency

  • Investment Banking
  • Financial Modeling
  • Valuation
  • M&A
  • Capital Markets
  • AI Research
  • Analytical Skills
  • Research Collaboration
  • Feedback Structuring
  • Scenario Design
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How to Get Hired at Call For Referral

🎯 Tips for Getting Hired

  • Customize your resume: Highlight investment banking and relevant analytics skills.
  • Research Call For Referral: Understand their AI research initiatives and culture.
  • Tailor your application: Emphasize remote work and financial modeling experience.
  • Prepare for the AI interview: Review common technical and behavioral questions.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling case studies.
Practice valuation scenario analysis.
Study M&A frameworks and capital markets trends.
Familiarize with AI financial use cases.

Behavioral Questions

Describe a project sprint experience.
Explain handling iterative feedback effectively.
Discuss collaboration with technical teams.
Share challenges in fast-paced environments.

Frequently Asked Questions