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Financial Planning Specialist

Financial Planning Specialist

MercorWorkFromHome, Wellington, New Zealand
2 days ago
Job description

Base Pay Range

$100.00 / hr - $150.00 / hr

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

Finance AI Specialist

Type

Independent Contractor

Compensation

$100–$150 / hour

Location

Remote

Commitment

10+ hours / week

Role Responsibilities

  • Translate complex finance concepts into AI-readable formats to enhance model understanding.
  • Prompt, test, and refine AI agents for improved domain‑specific performance in finance.
  • Create reusable onboarding documents, templates, and best practices for AI agents.
  • Collaborate asynchronously with AI researchers on validation and design to ensure accuracy.
  • Shape how AI systems learn and reason in the finance domain through structured guidance.

Qualifications

  • 2+ years of experience in finance, investment banking, private equity, or hedge funds.
  • Strong practical understanding of financial modeling, transactions, or research workflows.
  • Demonstrated expertise using and prompting AI tools (e.g., GPT, Claude).
  • Ability to write clear, structured content for both human and AI consumption.
  • Self‑directed, highly organized, and able to work independently.
  • Start Date

    As soon as possible; applications reviewed on a rolling basis.

    Compensation & Legal

  • Independent contractor classification.
  • Weekly payments via Stripe Connect.
  • 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 :
  • For any help or support, reach out to :
  • PS : Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

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    Financial Specialist • WorkFromHome, Wellington, New Zealand

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