UK-based VP / Investment Associate

1. Role Overview

Mercor is partnering with a leading AI research organization to engage an experienced investment professional.

You will take primary ownership of private-company valuation work, support broader portfolio analysis, and translate complex financial analysis into clear, decision-ready presentation materials.

2. Key Responsibilities

• Lead the valuation of a private company using appropriate financial and market-based methodologies.
• Build, review, and refine detailed Excel valuation models.
• Analyze company performance, financial projections, capital structure, comparable companies, and relevant transaction data.
• Assess key assumptions, sensitivities, valuation ranges, and investment risks.
• Review investment policy documentation and identify relevant gaps, inconsistencies, or areas for improvement.
• Support broader portfolio analysis across public and private investments.
• Conduct market-data research and maintain a clear record of sources and assumptions.
• Convert analytical findings into concise, senior-level presentation materials.
• Prepare simplified trade and investment documentation as required.
• Ensure that financial models, conclusions, and presentation outputs are internally consistent and decision-ready.
• Incorporate structured feedback from senior reviewers and iterate quickly on the work.

3. Ideal Qualifications

• Approximately 5–7 years of professional experience in Investment Banking, Private Equity, a Family Office, or investment management.
• Strong experience with private-company valuation, financial modeling, investment analysis, and transaction-related work.
• Advanced proficiency in Excel and the ability to build robust, auditable financial models.
• Experience preparing investment committee materials, board presentations, transaction presentations, or comparable senior-level deliverables.
• Strong understanding of valuation methodologies, including comparable-company analysis, precedent transactions, and discounted cash-flow analysis.
• Comfortable working with market-data exports, financial statements, portfolio information, and imperfect datasets.
• Experience analyzing investment policies or institutional portfolio guidelines is beneficial.
• An MBA, specialized finance master's degree, or CFA qualification is preferred but not required.
• Exceptionally strong written communication and attention to detail.
• Comfortable having analytical judgments reviewed and calibrated against those of other experienced investment professionals.
• Prior experience with AI evaluation, financial assessments, or human-data projects is a plus.

4. Application Process

• Submit your resume or relevant professional background to get started.
• Complete a financial modelling assessment as part of your application.