Mercata

• 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

Role 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. This engagement involves: - One 30-minute session, paid for your time. - 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 - Constant triage of filings, PRs, and headlines 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. Qualifications - 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 an 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. Company Description 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. - Goes deep to capture context, evolution, and hidden relationships that matter in the sectors we cover. - Automates data ingestion and surfaces high-impact events, freeing analysts from manual review. - Helps analysts focus on forming original, high-conviction ideas. Think of it as a hyper-competent sidekick that makes the analyst look brilliant.