Investment Banking Expert - M&A Specialist

Role Overview

• Mercor is seeking senior investment banking professionals to build evaluation tasks for AI systems operating in Fortune 500 enterprise M&A and capital markets contexts.

• The workflows are calibrated to the deal complexity, stakeholder sensitivity, and transaction stakes of Fortune 500 M&A, capital raises, and large-cap advisory mandates.

• Contributors design enterprise investment banking scenarios, draft reference outputs, and write rubrics that capture how senior F500-focused bankers think.

Key Responsibilities

• Construct enterprise investment banking scenarios spanning $1B+ M&A transactions, multi-stakeholder deal committees, and complex capital markets or regulatory review cycles.

• Build tasks across M&A advisory, equity and debt capital markets, leveraged finance, valuation and financial modeling, and pitch/deal execution.

• Develop deal execution scenarios involving tools such as Bloomberg, Capital IQ, Fact Set, and enterprise financial modeling and deal-management platforms used in bulge-bracket workflows.

• Apply enterprise investment banking methodologies (DCF/comparable company/precedent transaction analysis, LBO modeling, fairness opinion standards) and produce reference pitch books, valuation models, and executive/board-level deal narratives.

• Author rubrics that distinguish authentic investment banking judgment from generic textbook or interview-prep-level recall.

Ideal Qualifications

• 5+ years working in M&A advisory, capital markets, or leveraged finance at a bulge-bracket bank, elite boutique, or major financial institution (Goldman Sachs, Morgan Stanley, JPMorgan, Evercore, Lazard).

• Direct ownership of F500-scale deal execution, capital raises, or advisory mandates.

• Fluency in investment banking tooling, valuation methodologies, and deal-process mechanics, plus understanding of how F500 board approvals, regulatory review (SEC, antitrust), and legal/due diligence processes actually work.

• Prior rubric, financial-modeling curriculum, or pitch book/deal documentation authorship is a plus.