Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
Mercata Open At a glance
Manager-level Investment & Corporate Development role at Mercata. Remote, United States · contract.
Pay not stated Investment & Corporate Development salary
financeroles summary, based on the employer's posting.
What you'll do
- Join a paid, half-hour session to test the research product, with the option of taking part in more sessions
- Bring your current or recent fundamental equity workflow to the session, including work with notes and investment committee memos
- Share how you handle the steady flow of company filings, press releases and headlines
- Offer candid feedback on usability, workflow fit and the product's value
What you bring
- At least two years covering equities in a buy-side research or portfolio management role
- Current or recent work at a hedge fund or long-only asset manager, focused on fundamental rather than quantitative investing
- Hands-on experience producing research notes, models, investment theses and committee memos
Who this fits
This short contractor engagement suits a current or recently active buy-side equity analyst or portfolio manager. You’ll attend one paid half-hour testing session, with further paid sessions available if you choose.
From the employer
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
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