Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
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, paid user-testing engagement, not an employment role. The product is designed to support the daily tasks of fundamental equity research, including managing notes, IC memos, and triaging filings, press releases, and headlines. Mercata's platform ingests and links financial information to create a structured intelligence graph for investors, automating data ingestion and surfacing high-impact events to help analysts focus on generating investment ideas.
Requirements
- Current or recent experience as a buy-side equity analyst or portfolio manager at a hedge fund (long/short) or long-only asset manager.
- Minimum of 2 years of experience covering equities as an investment analyst, research analyst, hedge fund analyst, or fundamental investor (non-quant).
- Experience writing notes, models, theses, and IC memos.
- Demonstrated experience with the challenges of event triage (news, filings, PRs).
- Willingness to share constructive feedback.
Nice To Haves
- Curiosity about new research tools and AI-assisted workflows.
Responsibilities
- Participate in a 30-minute user testing session for Mercata's AI-native Research OS.
- Provide constructive feedback on usability, workflow fit, and product value.
- Share insights on current AI usage in research (optional).
- Discuss experiences with event triage (news, filings, PRs).
Benefits
- Paid for time during the user testing session.
- Option for additional paid sessions if interested.
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
