Investment Banking Expert

This role is for one of our clients

Compensation: $150-$220 per hour

Join a leading AI research initiative focused on improving how advanced AI systems understand and perform real-world investment banking work. We are seeking experienced investment banking professionals who can bring rigorous industry expertise to the evaluation of AI-generated and human-produced banking deliverables.

In this role, you will help define what high-quality investment banking work looks like by creating detailed evaluation criteria, reviewing completed work samples, and providing clear, evidence-based explanations for your assessments. Your expertise will help establish the standards used to measure the accuracy, quality, and professional relevance of AI systems.

• Develop precise, task‑specific grading criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, CIMs, transaction materials, deal memos, and board or investment committee presentations.
• Evaluate AI-generated and human‑produced work against established criteria and provide detailed written justifications for each assessment.
• Assess the accuracy, completeness, analytical rigor, formatting, and professional quality of banking work products.
• Apply consistent and objective judgment to ensure evaluation results are reproducible, defensible, and aligned with real‑world investment banking standards.
• Identify analytical errors, flawed assumptions, inconsistencies, formatting issues, and gaps in reasoning that could affect the quality of a deliverable.
• Incorporate feedback from senior reviewers and continuously refine evaluation approaches and scoring frameworks.
• Translate practical investment banking judgment into clear standards that can be applied to AI evaluation and training.

• 2+ years of professional investment banking experience
  , preferably at the Associate level or above.
• Experience at a leading global investment bank, elite advisory boutique, or comparable financial institution.
• Background in M&A, investment banking coverage, or capital markets
  .
• Strong command of core investment banking practices, including:
• Three‑statement financial modeling
• DCF valuation
• LBO modeling
• Comparable company and precedent transaction analysis
• Merger and transaction modeling
• Valuation analysis and judgment
• Deal‑process documentation
• Pitch books and CIMs
• Board and investment committee materials

• Strong understanding of the accuracy, presentation, formatting, and quality standards expected in professional investment banking deliverables.
• Exceptional written communication skills, with the ability to clearly explain why a piece of work meets or falls short of professional standards.
• Highly detail‑oriented and consistent, with the ability to apply structured evaluation criteria objectively.
• Comfortable receiving feedback and calibrating judgment against other experienced professionals.
• Prior experience with AI training, model evaluation, data annotation, or human‑data projects is a strong plus.

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

• Engagement will be structured as an independent contractor opportunity.
• This is a fully remote role with flexible scheduling.
• Project duration and workload may vary based on program requirements and performance.
• Work will focus exclusively on assigned evaluation and research activities and will not require access to confidential or proprietary information belonging to any current or former employer, client, or institution.
• Payments will be made weekly through available payment platforms based on completed services.
• Applicants requiring H‑1B or STEM OPT sponsorship are not currently supported.