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

Mercata • Toronto, ON

3d

About The Position

Mercata is seeking experienced buy-side equity analysts and portfolio managers for early user testing of their AI-native Research OS. This is a short-term user-testing engagement, not an employment role. The product is designed for the daily tasks of fundamental equity research, including managing notes, IC memos, and triaging filings, PRs, and headlines. Mercata's platform ingests and links financial information to create a structured intelligence graph, automating data ingestion and surfacing high-impact events to help analysts focus on generating original investment ideas. They are looking for individuals who currently perform or have recently performed fundamental equity research and are interested in providing feedback on new research tools and AI-assisted workflows.

Requirements

• Current or recent experience as an equity analyst or portfolio manager on the buy side (hedge fund or long-only asset manager).
• Minimum of 2 years covering equities as an investment analyst, research analyst, hedge fund analyst, fundamental investor (not quant), or portfolio manager.
• Experience writing notes, models, theses, and IC memos.
• Experience with event triage (news, filings, PRs).
• Curiosity about new research tools and AI-assisted workflows.
• Willingness to share constructive feedback.

Responsibilities

• Participate in a 30-minute user testing session.
• Provide constructive feedback on usability, workflow fit, and product value.
• Share insights on current AI usage in research (optional).

Benefits

• Paid for your time.
• Option for additional paid sessions if interested.

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed