Investment Banking & M&A Expert - Remote

Job Title:

Investment Banking & M&A Expert Role Type:
Contractor

Location:

Remote (US/Canada preferred; UK and Latin America considered) Time Commitment: 10+ hours/week; 20+ preferred

We are seeking experienced investment banking and M&A professionals to build realistic transaction scenarios and use AI agents to develop and evaluate valuation models, deal materials, and financial deliverables.

• Build transaction environments using company information, financial statements, and due diligence materials.
• Design tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
• Develop and review CIMs, pitch books, valuation models, and supporting documents using AI agents.
• Create task instructions and objective evaluation criteria.

• 5+ years of experience in investment banking, M&A, or sell-side advisory.
• Proven experience preparing valuation models, comparable-company analyses, CIMs, and pitch books for live deals.
• Hands-on experience with agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.

• 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 materials, or AI evaluation benchmarks.
• Availability for 20+ hours per week.

• Application and screening questions.
• AI interview.
• Profile review.
• Onboarding with the Talent Operations team.

Originally posted on Himalayas