Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
About the role
Mercata is looking for a few experienced buy-side equity analysts and portfolio managers for early user testing of our AI-native Research OS for hedge funds and alternative asset managers. One 30-minute session, paid for your time, with the option to do more (also paid) sessions later if it's interesting to you. NOTE: this is a short user-testing engagement, not an employment role. The product is built around the day-to-day of fundamental equity work: notes, IC memos, and the constant triage of filings, PRs, and headlines. So we're looking for people who do that work now, or did until recently. We'd also like to hear how you're using AI in your research today. If you're not, that's fine too, it's not a requirement. If you've ever wished your research tools understood your workflow, we'd love your input.
About Mercata
Mercata is an AI-native research OS for fundamental investors. We transform the flood of fragmented financial information into a structured, time-aware intelligence graph that analysts can actually work with. Our platform ingests and links filings, news, press releases, and alternative data across companies, people, and markets. Rather than summarizing documents, Mercata goes deep to capture context, evolution, and hidden relationships that matter in the sectors we cover. By automating data ingestion and surfacing high-impact events, Mercata frees analysts from manual review and helps them focus on forming original, high-conviction ideas. Think of it as a hyper-competent sidekick that makes the analyst look brilliant. Current or recent experience as an equity analyst or portfolio manager on the buy side, at a hedge fund (long/short) or long-only asset manager ≥2 years covering equities as a investment analyst, research analyst, hedge fund analyst, fundamental investor (not quant), portfolio manager.
Experience writing notes, models, theses, and IC memos
Someone who has felt the pain of event triage (news, filings, PRs) Curiosity about new research tools and AI-assisted workflows Willingness to share constructive feedback on usability, workflow fit, and product value
Not the right fit? Search for Buy jobs in Toronto, Ontario, Canada
About Mercata
Mercata is a secure AI platform purpose-built for fundamental investors in complex, data-heavy sectors such as junior mining. We turn unstructured internal and external data into a real-time, queryable research environment so analysts and portfolio managers can move faster, go deeper, and drive smarter investment decisions.
With Mercata, research teams can ask layered, high-context questions and receive traceable, source-linked answers. The platform surfaces pivotal events, patterns, and relationships over time, helping analysts uncover deeper insights faster. It scans filings, press releases, and news in real time, delivering contextual alerts that highlight what matters most.
Teams can also integrate proprietary research seamlessly into Mercata’s dynamic intelligence layer, creating a unified environment for faster, more informed decision-making.
Mercata applies advanced security principles like zero trust, least privilege access, and robust authentication. Your data stays yours never used to train our models.
Learn more at mercataintel.com
Similar Jobs
Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
About the role
Mercata is looking for a few experienced buy-side equity analysts and portfolio managers for early user testing of our AI-native Research OS for hedge funds and alternative asset managers. One 30-minute session, paid for your time, with the option to do more (also paid) sessions later if it's interesting to you. NOTE: this is a short user-testing engagement, not an employment role. The product is built around the day-to-day of fundamental equity work: notes, IC memos, and the constant triage of filings, PRs, and headlines. So we're looking for people who do that work now, or did until recently. We'd also like to hear how you're using AI in your research today. If you're not, that's fine too, it's not a requirement. If you've ever wished your research tools understood your workflow, we'd love your input.
About Mercata
Mercata is an AI-native research OS for fundamental investors. We transform the flood of fragmented financial information into a structured, time-aware intelligence graph that analysts can actually work with. Our platform ingests and links filings, news, press releases, and alternative data across companies, people, and markets. Rather than summarizing documents, Mercata goes deep to capture context, evolution, and hidden relationships that matter in the sectors we cover. By automating data ingestion and surfacing high-impact events, Mercata frees analysts from manual review and helps them focus on forming original, high-conviction ideas. Think of it as a hyper-competent sidekick that makes the analyst look brilliant. Current or recent experience as an equity analyst or portfolio manager on the buy side, at a hedge fund (long/short) or long-only asset manager ≥2 years covering equities as a investment analyst, research analyst, hedge fund analyst, fundamental investor (not quant), portfolio manager.
Experience writing notes, models, theses, and IC memos
Someone who has felt the pain of event triage (news, filings, PRs) Curiosity about new research tools and AI-assisted workflows Willingness to share constructive feedback on usability, workflow fit, and product value
Not the right fit? Search for Buy jobs in Toronto, Ontario, Canada
About Mercata
Mercata is a secure AI platform purpose-built for fundamental investors in complex, data-heavy sectors such as junior mining. We turn unstructured internal and external data into a real-time, queryable research environment so analysts and portfolio managers can move faster, go deeper, and drive smarter investment decisions.
With Mercata, research teams can ask layered, high-context questions and receive traceable, source-linked answers. The platform surfaces pivotal events, patterns, and relationships over time, helping analysts uncover deeper insights faster. It scans filings, press releases, and news in real time, delivering contextual alerts that highlight what matters most.
Teams can also integrate proprietary research seamlessly into Mercata’s dynamic intelligence layer, creating a unified environment for faster, more informed decision-making.
Mercata applies advanced security principles like zero trust, least privilege access, and robust authentication. Your data stays yours never used to train our models.
Learn more at mercataintel.com