1. Role Overview
Mercor is partnering with a leading AI research organization to engage professionals with advanced expertise in sell-side finance for a full-time role as an AI Sell-Side Finance Data Specialist. In this position, you will play a key role in shaping next-generation AI systems by providing high-quality data annotations and expert insights across diverse sell-side finance contexts. Your work will directly contribute to enhancing model accuracy in areas such as trading strategies, investment banking transactions, client sales, regulatory compliance, operational workflows, and risk assessment.
This opportunity is ideal for professionals who combine deep financial domain expertise with analytical rigor and a passion for innovation. You will collaborate closely with technical teams, ensuring that AI models capture the nuance and complexity of real-world sell-side finance environments.
2. Key Responsibilities
- Utilize proprietary software to label and annotate data for projects centered on trading, sales, investment banking, and compliance workflows
- Deliver curated, accurate, and high-quality financial datasets for use in AI training
- Assist in developing and enhancing efficient annotation tools specifically designed for sell-side finance data
- Identify, analyze, and solve complex problems in sell-side domains to enhance model reasoning and reliability
- Apply professional judgment to interpret evolving task instructions with precision and consistency
- Contribute insights that improve data quality standards and model interpretability
3. Ideal Qualifications
- Professional experience in sell-side finance roles such as trader, execution specialist, investment banker, sales professional, compliance officer, operations analyst, or risk manager
- Strong command of professional and informal English communication
- Excellent analytical, organizational, and interpersonal skills
- Proven ability to make sound judgments independently with minimal guidance
- Genuine enthusiasm for applying technology and AI to finance
4. Preferred Qualifications
- Advanced finance certifications (Series 7, Series 63, CFA, FRM, or equivalent)
- Experience mentoring or training professionals in trading, compliance, or operational finance processes
- Familiarity with AI workflows, data annotation, or model training in a technical environment
- Comfort with recording short audio or video materials for model evaluation or training purposes
5. Work Environment
- This role may be performed on-site in Palo Alto, CA (five days per week) or fully remote for qualified candidates with strong self-direction
- Initial training follows a 9:00am–5:30pm PST schedule for two weeks, then transitions to your local timezone
- Remote employees must use a Chromebook, Mac (macOS 11.0 or later), or Windows 10 or newer computer and maintain reliable smartphone access throughout their work
- U.S. applicants must be located outside of Wyoming and Illinois to be considered for this role
- Visa sponsorship is not available at this time
6. Compensation & Benefits
- Competitive pay ranging from $90,000 to $200,000 annually for U.S.-based professionals, depending on experience and location
- Eligible employees may have access to medical benefits, depending on their country of residence
- International compensation packages available upon request
- Opportunity to work on a high-impact team shaping how AI systems learn, interpret, and apply complex concepts within sell-side finance
7. Application Process
- Submit your resume
- Complete a 20-minute interview focused on your experience and expertise
- Selected applicants will move through the following steps:
- 15-minute phone interview to discuss qualifications and background
- Technical deep dive covering your expertise and data annotation experience
- A take-home challenge focused on practical problem-solving and analysis
- A meet-and-greet with the broader team
- The entire process is typically completed within one week of initial contact
8. About Mercor
Mercor is based in San Francisco, CA and specializes in recruiting experts for top AI labs. Our investors include Benchmark, General Catalyst, Peter Thiel, Adam D’Angelo, Larry Summers, and Jack Dorsey.
We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
