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Mercata

Buy-Side Equity Analyst, Portfolio Manager

Mercata

Short user testing for equity analysts using an AI-native Research OS for hedge funds. Providing feedback on AI tools and workflows, focusing on research practices.

Posted 7/20/2026contractRemote • New York • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in equity analysis and portfolio management, with a strong focus on AI utilization and research workflows. Capable of providing valuable feedback on product usability and enhancing research tools for hedge funds and alternative asset managers.

Highest-signal resume keywords
Equity AnalysisPortfolio ManagementResearch Analyst ExperienceAI UtilizationUsability Feedback

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment AnalysisWriting NotesFinancial ModelingThesis DevelopmentIC Memo Creation
Soft Skills
CuriosityConstructive Feedback
Industry Keywords
Hedge FundAlternative Asset ManagementEvent TriageResearch ToolsAI-Assisted Workflows

About the role

Key responsibilities & impact
  • Participate in early user testing of AI-native Research OS for hedge funds and alternative asset managers
  • Engage in short, paid testing sessions to provide feedback on the product
  • Share insights about current research practices, AI utilization, and usability
  • Collaborate with the team to enhance the research tools and workflows

Requirements

What you’ll need
  • 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

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Mercata Website LinkedIn All Job Openings 1 - 10 employees Founded 2025 🤖 Artificial Intelligence ☁️ SaaS 💸 Finance Artificial Intelligence
  • SaaS
  • Finance Mercata is an AI-native research operating system built for elite fundamental investment teams. It ingests filings, earnings transcripts, news, expert calls, and proprietary notes to maintain self-updating theses, watchlists, and portfolio monitoring tools, enabling analysts and portfolio managers to detect thesis drift, synthesize evidence, and make conviction-driven decisions faster. Mercata is a B2B SaaS platform focused on helping investment firms scale research coverage, preserve analytical context, and generate alpha through structured alerts and queryable, memory-backed research across an investor's coverage universe. Buy-Side Equity Analyst, Portfolio Manager 🔥 21 minutes ago 🗽 New York – Remote ⏳ Contract/Temporary 🟢 Junior 🟡 Mid-level 🧐 Analyst 🚫👨‍🎓 No degree required Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • Participate in early user testing of AI-native Research OS for hedge funds and alternative asset managers
  • Engage in short, paid testing sessions to provide feedback on the product
  • Share insights about current research practices, AI utilization, and usability
  • Collaborate with the team to enhance the research tools and workflows 🎯 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Epic Beaker Analyst 🔥 1 hour ago Tech Firefly 1001 - 5000 🏢 Enterprise 💳 Fintech 🛍️ eCommerce Website LinkedIn All Job Openings Epic Beaker Analyst responsible for designing and optimizing laboratory systems for healthcare clients. Collaborating with various stakeholders to ensure seamless Epic Beaker implementations and operational workflows. 🇺🇸 United States – Remote 💵 $90 - $100 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 🧐 Analyst 🦅 H1B Visa Sponsor Stress Analyst – Structural 🕒 2 days ago Superior Skilled Trades 11 - 50 🎯 Recruiter 🚗 Transport Website LinkedIn All Job Openings Stress Analyst performing structural analyses for aerospace ground systems. Collaborating on validating performance, integrity, and safety of critical aerospace hardware. 🇺🇸 United States – Remote 💵 $90 - $102 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 🧐 Analyst Frontline ITSM Analyst – Ticket Workflows 🕒 3 days ago Terac 1 - 10 🤖 Artificial Intelligence 🤝 B2B Website LinkedIn All Job Openings Conducting interviews for frontline ITSM analysts to understand ticket management workflows. Working with Terac to enhance support tools based on practical experiences. 🇺🇸 United States – Remote 💵 $75 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 🧐 Analyst Epic Grand Central Analyst 🕒 4 days ago Tech Firefly 1001 - 5000 🏢 Enterprise 💳 Fintech 🛍️ eCommerce Website LinkedIn All Job Openings Epic Grand Central Analyst responsible for system build and optimization of Epic Grand Central application. Collaborating with stakeholders to ensure effective patient workflow and system functionality. 🇺🇸 United States – Remote 💵 $90 - $95 / hour ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 🧐 Analyst 🦅 H1B Visa Sponsor Contract Analyst – Temporary Assignment 🕒 6 days ago Bickham Services Unlimited, LLC 1 - 10 🎯 Recruiter 🏛️ Government Website LinkedIn All Job Openings Contract Analyst responsible for reviewing and auditing contract documentation, supporting compliance reviews, and maintaining contract records within higher education environment. 🇺🇸 United States – Remote ⏳ Contract/Temporary 🟡 Mid-level 🟠 Senior 🧐 Analyst View More Analyst Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs