Financial Planning Advisor
About the role
About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Sell-Side Equity Research Analyst / Associate
Type: Contract Compensation: $105/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities
- Lead sector coverage by monitoring companies, market trends, and industry developments.
- Develop and maintain detailed financial models and forecasts.
- Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients.
- Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows.
- Present findings and insights to senior analysts, clients, and internal teams.
Qualifications Must-Have
- 2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.).
- Proficiency in Excel modeling, valuation, and financial statement analysis.
- Strong writing, presentation, and client communication skills.
- Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools.
- Quantitative mindset — able to blend traditional analysis with structured data insights.
- Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
- For any help or support, reach out to: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ,
Financial Planning Advisor
About the role
About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .
Position: Sell-Side Equity Research Analyst / Associate
Type: Contract Compensation: $105/hour Location: Remote Commitment: 20–30 hours/week Role Responsibilities
- Lead sector coverage by monitoring companies, market trends, and industry developments.
- Develop and maintain detailed financial models and forecasts.
- Prepare and publish research notes, coverage reports, and earnings summaries for institutional clients.
- Collaborate with data teams to integrate automation, AI tools, and quantitative signals into research workflows.
- Present findings and insights to senior analysts, clients, and internal teams.
Qualifications Must-Have
- 2+ years of experience in sell-side equity research, covering a specific sector (e.g., tech, industrials, healthcare, etc.).
- Proficiency in Excel modeling, valuation, and financial statement analysis.
- Strong writing, presentation, and client communication skills.
- Familiarity with Bloomberg, FactSet, and exposure to data visualization or automation tools.
- Quantitative mindset — able to blend traditional analysis with structured data insights.
- Degree in Finance, Economics, or STEM preferred; CFA or progress toward it a plus.
Application Process (Takes 20–30 mins to complete)
- Upload resume
- AI interview based on your resume
- Submit form
Resources & Support
- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
- For any help or support, reach out to: support@mercor.com
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity. ,