Investment Banking Expert

Role Overview

Mercor is partnering with a leading AI research organization to engage experienced investment banking professionals for a project focused on evaluating how well AI systems perform real-world banking work. Rather than producing deliverables yourself, you will define what excellent work looks like: designing task‑specific grading criteria and scoring completed work samples with rigorous, well‑reasoned written justifications.

• Design precise, task‑specific grading criteria for real‑world banking deliverables (financial models, valuation analyses, pitch decks and CIMs, deal memos, board and committee materials)
• Score AI‑generated and human work samples against those criteria, with detailed written justifications for every score
• Apply consistent, evidence‑based judgment so that scores are reproducible and defensible
• Incorporate structured feedback from senior reviewers and iterate quickly on your work

• 2+ years of professional investment banking experience (associate level or above)
• Background at leading global investment banks or elite advisory boutiques, across M&A, coverage, or capital markets
• Deep fluency in the day‑to‑day craft: three‑statement and transaction modeling (DCF, LBO, comparables, merger math), valuation judgment, deal‑process materials, and the formatting and accuracy standards of bank‑quality work product
• Exceptionally strong written communication, with the ability to explain exactly why a piece of work does or does not meet the bar
• Detail‑oriented, consistent, and comfortable having your judgment reviewed and calibrated against peers
• Prior experience with AI training, evaluation, or human‑data projects is a strong plus

• Submit your resume or relevant professional background to get started
• Qualified applicants may be asked to complete a brief assessment or submit additional information