Posted 2 months ago
Buy-Side Equity Analyst or Portfolio Manager: Paid User Testing
@ Mercata
Toronto, Ontario
Overview
Mercata is recruiting a few experienced buy-side equity analysts and portfolio managers for paid early user testing of its AI-native Research OS for hedge funds. The engagement is one 30-minute paid session, with optional paid follow-up sessions, and is a contractor user-testing role rather than employment.
Responsibilities:
- Trial the AI-native Research OS during a 30-minute session
- Share feedback on usability and workflow fit
- Optionally join further paid sessions
Requirements summary:
- Current or recent buy-side equity analyst or portfolio manager
- At least 2 years covering equities as a fundamental investor
- Experience writing notes, models, theses and IC memos
- Felt the pain of event triage across news, filings and PRs
- Curiosity about AI-assisted research workflows
Tools & skills
Source and dates
Employer career site / ATS feed · workable
- Employer posting date
- 2026-09-22
- First seen by our source
- 2026-10-11
- Source record updated
- 2026-10-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Finance & accounting |
| Experience | 2+ years |
| Travel | air: none · ground: none |
| Work setting | Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Mercata
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
A hedge fund's brain. The system underneath your firm's best thinking.
Full company description
Your firm has done the work. Will it remember when it counts? Theses live in inboxes. Rationale lives in heads. Conviction is buried in last quarter's notes, the transcript from the management call eighteen months ago, the deck three folders deep. When a name moves, the team rebuilds the picture from scratch and pays for the lag while it does. It's what happens to firms as they scale. Mercata is a hedge fund's brain. It captures every thesis, every decision, every piece of evidence your firm has, and connects it to everything moving the names in your universe. What your firm knows, on hand the moment it matters. Built around your data, your sources, your sector vocabulary, your investment process. Mercata reads continuously through your firm's lens, watches the world for what matters to your specific positions, and lives inside the tools your analysts already use. Quant funds got their infrastructure twenty years ago. Fundamental funds are getting it now. mercataintel.com
- LinkedIn followers
- 1,124
- People associated on LinkedIn
- 4
- Reported office locations
- Mercata 1495 Canyon Blvd. PMB# 427, Boulder, Colorado 80302, US
- Other recorded names
- Mercata
- Specialties
- Investment Intelligence
- Knowledge Graph
- KRAG
- Fundamental Investor
- Temporal Analysis
- Company Fundamental Analysis
- AI
- Deep Research
- Hedge Fund Analyst
- Investment Analyst
- Alternative Investing
- Intelligence Infrastructure
- Retrieval-Augmented Generation
- Multi-Strategy Funds
- and Continuous Research
- Profile identifies a recruitment agency
- No
Your firm has done the work. Will it remember when it counts? Theses live in inboxes. Rationale lives in heads. Conviction is buried in last quarter's notes, the transcript from the management call eighteen months ago, the deck three folders deep. When a name moves, the team rebuilds the picture from scratch and pays for the lag while it does. It's what happens to firms as they scale. Mercata is a hedge fund's…
| Field | Value |
|---|---|
| Industry | Capital Markets |
| Company size | 2-10 employees |
| Headquarters | Boulder, Colorado |
| Organization type | Privately Held |
| Year founded | 2025 |
| Specialties | Investment IntelligenceKnowledge GraphKRAGFundamental InvestorTemporal AnalysisCompany Fundamental AnalysisAIDeep ResearchHedge Fund AnalystInvestment Analyst |
| Open jobs on Jobsy | 2 |
| View page |
Mercata is looking for a few experienced buy-side equity analysts and portfolio managers for early user testing of our AI-native Research OS for hedge funds and alternative asset managers. One 30-minute session, paid for your time, with the option to do more (also paid) sessions later if it's interesting to you. NOTE: this is a short user-testing engagement, not an employment role.
The product is built around the day-to-day of fundamental equity work: notes, IC memos, and the constant triage of filings, PRs, and headlines. So we're looking for people who do that work now, or did until recently.
We'd also like to hear how you're using AI in your research today. If you're not, that's fine too, it's not a requirement.
If you've ever wished your research tools understood your workflow, we'd love your input.
About Mercata
Mercata is an AI-native research OS for fundamental investors.
We transform the flood of fragmented financial information into a structured, time-aware intelligence graph that analysts can actually work with.
Our platform ingests and links filings, news, press releases, and alternative data across companies, people, and markets. Rather than summarizing documents, Mercata goes deep to capture context, evolution, and hidden relationships that matter in the sectors we cover.
By automating data ingestion and surfacing high-impact events, Mercata frees analysts from manual review and helps them focus on forming original, high-conviction ideas.
Think of it as a hyper-competent sidekick that makes the analyst look brilliant.
Requirements
- Current or recent experience as an equity analyst or portfolio manager on the buy side, at a hedge fund (long/short) or long-only asset manager
- ≥2 years covering equities as a investment analyst, research analyst, hedge fund analyst, fundamental investor (not quant), portfolio manager.
- Experience writing notes, models, theses, and IC memos
- Someone who has felt the pain of event triage (news, filings, PRs)
- Curiosity about new research tools and AI-assisted workflows
- Willingness to share constructive feedback on usability, workflow fit, and product value
Journal
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