AI Sell-Side Finance Data Specialist

Role Description

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
• 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.

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

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

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

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

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

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