Investment Banking & M&A Expert
Listed on 2026-11-07
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Finance & Banking
Investment Banking, Financial Analyst, AI Evaluation, Corporate Finance
Role
Title:
Investment Banking & M&A Expert
Role Type:
Contractor
Location:
Remote - US/Canada preferred; UK and Latin America also considered
Pay: $60-120/hr paid per task
Time commitment: 10+ hours/week required; 20+ preferred.
Time per task:
Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.
Your tasks:
Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.
micro1 is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.
You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands‑on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.
Scope of Work- Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
- Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
- Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.
- 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
- Hands‑on experience building valuation models, comparable‑company analyses, CIMs, pitch books, and client‑facing materials for live deals.
- Hands‑on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
- Corporate carve‑out experience — strongly preferred.
- Experience at a top‑tier investment bank or M&A advisory firm.
- Industrials sector experience.
- Experience developing review standards, training junior professionals, or writing internal playbooks.
- Prior benchmark development or AI evaluation experience.
- Availability for 20+ hours per week.
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