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

MercataSan Francisco, CA

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Paid Vacation

Job Description

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

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Buy-Side Equity Analyst Or Portfolio Manager: Paid User Testing Jobs at Mercata

What is the work location for this position at Mercata?

This job at Mercata is located in San Francisco, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Mercata?

Employer has not shared pay details for this role.

What employment applies to this position at Mercata?

Mercata lists this role as a Full-time position.

What experience level is required for this role at Mercata?

Mercata is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Mercata for this role?

Mercata offers Paid Vacation for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Mercata?

You can apply for this role at Mercata either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.