Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing

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. Requirements 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

Participate in a 30-minute user testing session to provide feedback on an AI-native research operating system. Provide constructive input on usability, workflow integration, and product value for fundamental equity research.

Requires at least 2 years of recent experience as a buy-side equity analyst or portfolio manager at a hedge fund or asset manager. Candidates must have experience writing investment notes, models, and memos and be comfortable discussing research workflows.

Identified from the job description. Confirm important requirements above.

• Equity Analysis
• Portfolio Management
• Fundamental Research
• Investment Analysis
• Financial Modeling
• Writing Investment Committee Memos
• Event Triage
• AI-Assisted Workflows
• Data Ingestion
• Financial Information Analysis

• Finance & Accounting
• Technology
• Data & Analytics
• Software

Minimum experience

2+ years

Apply by

Jan 16, 2027

Posting language

English

Working hours

40 hours per week

Location requirements

Country, Toronto, Ontario, Canada

Seniority

Not Applicable

Application method

Direct apply is available