Remote Expert Equities Research Reviewer - AI Trainer

Mercor is hiring Expert Equities Research Reviewers on behalf of a team building an autonomous, AI-powered deep research system for public equities analysis. This system generates multi-source investment research reports, including financial modeling, valuation analysis, competitive positioning, price targets, and structured investment theses. In this role, you will evaluate AI-generated reports for accuracy, analytical depth, and practical investment utility — helping calibrate and improve a system designed to operate at institutional research standards.

This is a high-judgment role suited for experienced investment professionals.

• Review AI-generated equity research reports for factual accuracy, analytical rigor, and logical coherence.
• Evaluate investment theses, price targets, and buy / hold / sell recommendations, identifying unsupported assumptions or gaps in reasoning.
• Verify financial metrics and modelling logic across: revenue growth and margin structure, Rule of 40 calculations, TAM estimates, valuation multiples and DCF assumptions.
• Assess whether conclusions reflect current market realities and align with publicly available information.
• Provide structured written feedback across key quality dimensions, including source reliability, claim confidence calibration, internal consistency, completeness of coverage.
• Flag stale data, misinterpreted metrics, flawed valuation logic, or missing contextual factors that could mislead an investment decision‑maker.
• Evaluate multi‑company comparative analyses and sector-level assessments for methodological soundness and practical relevance.

• Professional experience in public equities research, portfolio management, or related buy‑side / sell‑side roles (hedge fund, asset management, equity research, or investment banking).
• Strong command of fundamental analysis, including financial statement interpretation, DCF modelling and valuation methodologies, comparable company analysis, earnings‑driven forecasting.
• Ability to critically assess an investment thesis and deliver clear, specific, and actionable written feedback.
• Comfort reviewing structured research documents (Markdown or PDF format).
• Strong written communication skills — feedback must be precise, analytical, and constructive.

• CFA designation or active progress toward it.
• Experience building or evaluating quantitative research tools, screening systems, or systematic strategies.
• Familiarity with AI / LLM capabilities and limitations in financial research contexts.
• Coverage experience across multiple sectors beyond technology.

• Shape the quality standard for a frontier AI system operating at institutional‑grade research levels.
• Collaborate with engineers and AI researchers building multi‑agent financial analysis systems.
• Directly influence how AI-generated equity research is validated, calibrated, and improved.
• Join a global network of senior finance professionals contributing to the next generation of AI‑assisted investment research.

Remote Expert Equities Research Reviewer AI Trainer
Per hour: 150180

Location:

Columbus, Ohio, USA