Expert Equities Research Reviewer

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.

Responsibilities

• 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

Requirements

• 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

Nice to Have

• 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

Why Join

• 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