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.