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

2 weeks, 6 days ago
Contract
Mid Level
Finance and Accounting

Mercata, Inc.

Mercata builds an AI-native intelligence and research layer for professional investors, especially long/short equity funds and other fundamental investors, by ingesting filings, transcripts, news, and proprietary notes and linking signals back to a firm’s coverage universe with source-linked, context-aware outputs.

Capital Markets
1-10
Founded 2025

Description

  • Participate in a 30-minute user-testing session for Mercata’s research platform.
  • Share feedback on how the product fits buy-side equity research workflows.
  • Describe how notes, investment committee memos, and research output are created in your current or recent process.
  • Discuss how you triage filings, press releases, news, and headlines in day-to-day research work.
  • Provide constructive feedback on usability, workflow fit, and product value.
  • Explain how you currently use AI, if at all, in your research process.
  • Take part in optional additional paid testing sessions if interested.

Requirements

  • Current or recent experience as an equity analyst or portfolio manager on the buy side.
  • Experience at a hedge fund (long/short) or long-only asset manager.
  • 2+ years covering equities as an investment analyst, research analyst, hedge fund analyst, fundamental investor, or portfolio manager.
  • Experience writing notes, models, theses, and investment committee memos.
  • Direct experience with event triage across news, filings, and press releases.
  • Curiosity about new research tools and AI-assisted workflows.
  • Willingness to share constructive feedback on usability, workflow fit, and product value.
  • This is not an employment role; it is a short user-testing engagement.

Benefits

  • Paid 30-minute session.
  • Optional additional paid sessions later.
  • Opportunity to shape an AI-native research OS built for fundamental investors.

Interested in this position?

Apply directly on the company website

Apply Now

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