Financial Modeling Analyst; Remote

Investment Banking Expert

Position: Investment Banking Expert

Type: Contractor

Compensation: $175–$300/hr

Location: Remote

About the Opportunity

This opportunity is for experienced investment banking professionals to support a customer project focused on improving financial data analysis, financial modeling, and industry research. The role involves applying practical investment banking expertise to financial analysis, transaction insights, and expert evaluation. Prior AI experience is not required.

Key Responsibilities

• Conduct company and industry research to support financial analysis.
• Perform buyer and target screening, comparable company analysis, and financial modeling.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Ensure models are accurate, logically consistent, and well-structured.
• Prepare and review pitchbooks and client-facing transaction materials.
• Analyze transaction scenarios and communicate strategic rationale and key deal considerations.
• Review financial analyses and presentations for numerical errors, weak assumptions, and unclear reasoning.
• Provide actionable feedback to improve analytical accuracy and quality.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and financial assumptions.
• Communicate complex financial concepts clearly to different audiences.

Required Qualifications

• Strong professional experience in investment banking, M&A, industry coverage, or financial advisory.
• Substantial hands-on experience with acquisition or sale processes.
• Advanced proficiency in Excel-based financial modeling.
• Strong understanding of valuation methodologies, comparable company analysis, and transaction analysis.
• Experience in company research, industry research, and target screening.
• Experience preparing and reviewing pitchbooks and transaction materials.
• Strong analytical, problem-solving, and review skills.
• Ability to identify numerical inaccuracies, weak assumptions, and strategic weaknesses.
• Excellent written and verbal communication skills and attention to detail.

Preferred Qualifications

• Experience as a Senior Associate or Vice President in an M&A or industry-coverage team.
• Background at a leading investment bank, established M&A boutique, or sector-focused advisory firm.
• Third-year Senior Associate experience is particularly relevant.

Compensation

Compensation details were not included in the provided information.

Application Process

The application process was not specified in the provided details.