Investment Banking Expert

About this role

**1\. 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. **2\. Key Responsibilities** - 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 **3\. Ideal Qualifications** - 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 **4\. Application Process** - Submit your resume or relevant professional background to get started - Qualified applicants may be asked to complete a brief assessment or submit additional information

Skills & domains

• ai-training
• rlhf
• sme
• annotation
• Finance