Investment Banking Expert

Hatch

Hatch

Sydney, NSW, Australia

Posted on Apr 17, 2026
This is a Investment Banking Expert role with Mercor based in Sydney, NSW, Australia

== Mercor ==

Role Seniority - mid level, senior

Role Overview

More about the Investment Banking Expert role at Mercor

Mercor is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuation, and capital markets. Contributors will apply their expertise in areas such as M&A advisory, equity and debt capital markets, leveraged finance, and restructuring to evaluate and enhance AI performance on investment banking-specific tasks. This is a project-based opportunity with potential for ongoing engagement depending on performance and project needs.

Key Responsibilities

  • Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies (DCF, comps, precedent transactions), pitch materials, and deal structuring
  • Create realistic scenarios based on investment banking workflows — deal screening, due diligence checklists, management presentations, fairness opinions, and syndication processes
  • Annotate, label, and validate data across IB use cases (e.g., financial statement analysis, capital structure optimization, market commentary)
  • Provide structured feedback on AI accuracy in areas such as SEC regulations, deal documentation, financial terminology, and industry-specific conventions
  • Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI

Ideal Qualifications

  • 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank
  • Background in one or more areas such as:
    • M&A advisory
    • Equity or debt capital markets (ECM/DCM)
    • Leveraged finance or credit
    • Restructuring or special situations
    • Industry coverage groups (TMT, healthcare, industrials, FIG, etc.)
  • Series 7, 63, 79 or CFA designation a plus
  • Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks
  • Clear written communication and attention to detail
Compensation Note

This project is expected to begin on an effective hourly rate, but will transition to a model where experts are compensated based on throughput of quality work rather than a flat accruing hourly rate.

Contract and Payment Terms

  • You will be engaged as an independent contractor.
  • This is a fully remote role that can be completed on your own schedule.
  • Projects can be extended, shortened, or concluded early depending on needs and performance.
  • Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
  • Payments are weekly on Stripe or Wise based on services rendered.
  • Please note: We are unable to support H1-B or STEM OPT candidates at this time.

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

  • 🔍 Reviewing AI outputs
  • 📈 Creating scenarios
  • 🗂️ Annotating data

Key Strengths

  • 💼 Investment banking experience
  • 🧠 Analytical thinking
  • ✍️ Clear written communication
  • 📊 Financial modeling expertise
  • 📜 Regulatory knowledge
  • 🎓 CFA or similar designation

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.