Investment Services Expert

This is a Investment Services Expert role with Mercor based in Sydney, NSW, Australia== Mercor ==Role Seniority - mid level, junior More About The Investment Services Expert Role At Mercor NOTE: Hatch is supporting Mercor in hiring for this position, but Mercor remains the owner of the role and hiring process Mercor is hiring experienced Investment Services professionals to join an exciting collaboration with a top AI research lab. This role involves contributing to the development and evaluation of advanced AI systems designed to replicate real-world workflows across investment banking, private equity, asset management, and equity research. Key Responsibilities

• Evaluate investment-related outputs produced by AI systems for quality, accuracy, and alignment with business objectives
• Calibrate AI decision-making processes in tasks such as valuation modeling, portfolio analysis, financial forecasting, risk assessment, and scenario planning

Ideal Qualifications

• 2+ years of experience in investment services, ideally in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles within established organizations
• Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative/analytical field. Advanced degrees (e.g., MBA) or relevant certifications (e.g., CFA, CPA, CAIA) are a plus
• Strong proficiency in investment analysis and financial modeling techniques, including valuation, market analysis, portfolio construction, and risk-return assessment
• Solid understanding of investment processes, business performance metrics, and strategic decision-making frameworks
• Excellent analytical, critical thinking, written, and presentation skills, with the ability to distill complex financial information into clear, actionable insights

Project Timeline

• Start Date: Immediate
• Duration: 1–2 months
• Commitment: Part-time, ~20 hours/week
• Schedule: Fully remote and asynchronous — flexible working hours

Compensation & Contract

• Competitive hourly rate based on experience ($90–$150 USD/hr)
• Top performers receive weekly bonus incentives ranging from $20–100/hr on top of their pay rate
• Independent contractor
• Daily payment via Stripe Connect

Application & Onboarding Process

• Upload your resume
• AI interview: A short conversation about your background, no preparation necessary!
• Work trial: A paid, 3-hour assessment evaluating your ability to interpret project guidelines and deliver investment services–specific output

Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Mercor team will be there to support your growth. 🟢 Please consider applying even if you don't meet 100% of what’s outlined 🟢 Key Responsibilities

• 📊 Evaluating investment-related outputs
• ⚖️ Calibrating AI decision-making processes

Key Strengths

• 💼 Investment analysis
• 🧠 Analytical skills
• 📈 Understanding of investment processes
• 🎓 Advanced degrees or certifications

Why Mercor is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that’s right for them. So when you apply you have the chance to show more than just your resume. A Final Note: This is a role with Mercor not with Hatch.