Expert Equities Research Reviewer

Remote · Part-time · Senior Level

🌍 Remote Part-time Senior Science & Research
About This Role
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

Interview Prep Guide

EXCLUSIVE

Many top hiring platforms use AI-powered screening as the first step. Here's how to stand out when applying for a Expert Equities Research Reviewer role:

Methodology: Be prepared to discuss your research methodology in detail — experimental design, controls, reproducibility, and how you handle unexpected results.

Literature Review Speed: Demonstrate your ability to quickly assess the quality and relevance of scientific papers. Evaluators value critical thinking over volume.

Data Integrity: Discuss your approach to data validation, outlier handling, and ensuring the accuracy of your research outputs. Attention to detail is paramount.

Practice Behavioral Question

"Tell me about a time you had to make a critical decision with incomplete information. What was your framework, and what was the outcome?"