Investment Banking Specialist; Remote

This opportunity is for experienced Investment Banking professionals interested in contributing to advanced AI evaluation and training projects. You will apply your expertise in M&A, capital markets, valuation, and deal execution to help develop enterprise-level financial scenarios, evaluation frameworks, and reference solutions that improve the capabilities of next-generation AI systems.

The work focuses on real-world Fortune 500 transaction environments, including mergers and acquisitions, capital raising, leveraged finance, and strategic advisory engagements.

• Bachelor's degree or higher in Finance, Economics, Accounting, Business, or a related field.
• 5+ years of experience in Investment Banking, M&A Advisory, Capital Markets, or Leveraged Finance.
• Experience at a bulge-bracket bank, elite boutique, or major financial institution.
• Strong expertise in financial modeling, valuation, deal execution, and transaction analysis.
• Proficiency with tools such as Bloomberg, Capital IQ, Fact Set, Excel, and financial modeling platforms.
• Deep understanding of DCF, Comparable Company Analysis, Precedent Transactions, and LBO modeling.
• Excellent analytical, communication, and presentation skills.

• Design enterprise-level investment banking scenarios based on real-world M&A and capital markets transactions.
• Develop tasks involving valuation, financial modeling, deal structuring, and transaction execution.
• Create reference pitch books, valuation analyses, board presentations, and deal recommendations.
• Apply investment banking methodologies including DCF, trading comparables, precedent transactions, and LBO analysis.
• Evaluate financial outputs for accuracy, completeness, and professional quality.
• Author detailed rubrics that distinguish senior-level banking judgment from basic financial analysis.
• Collaborate with project teams to improve AI performance on complex investment banking workflows.

• Experience executing Fortune 500 M&A transactions, capital raises, or strategic advisory mandates.
• Direct exposure to board presentations, regulatory reviews, due diligence, and transaction negotiations.
• Experience developing financial training materials, modeling frameworks, or transaction documentation.
• MBA, CFA, or other advanced finance credentials.
• Familiarity with AI evaluation, financial content review, or data annotation projects.
• Fully remote and flexible schedule.
• Opportunity for ongoing project extensions based on performance and project needs.

Competitive compensation of $150–$220/hour
.