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Xperteez Technology

Investment Banking Associate | Remote - Contract

Posted 3 days ago
$120 - $150 per hour
2-5 years experience
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AI Summary

Evaluate and annotate complex financial materials and transaction documents to enrich AI learning datasets. Draft, review, and edit project deliverables such as pitchbooks and valuation models while providing feedback on AI-generated content.

Role Title: Investment Banking Associate

Role Type: Contractor

Location: Remote

We are engaging Investment Banking Associates to contribute domain-specific expertise to a customer’s high-impact project. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input.

Required Skills

  • financial modeling

  • valuation analysis

  • deal execution

  • market analysis

  • financial statement analysis

  • written communication

  • attention to detail

  • feedback delivery

  • remote collaboration

  • industry documentation knowledge

Scope of Work

  • Evaluate and annotate complex financial materials, transaction documents, and case studies to enrich AI learning datasets.

  • Draft, review, and edit project deliverables including pitchbooks, valuation models, and market analysis summaries for accuracy and clarity.

  • Simulate and document real-world investment scenarios to improve model understanding of industry practices and deal processes.

  • Provide detailed, written feedback on AI-generated financial content with a focus on precision, relevance, and professionalism.

  • Curate and synthesize financial data to support scenario creation and decision-making exercises within the project scope.

  • Identify and communicate nuanced industry concepts and terminology essential to authentic investment banking operations.

  • Collaborate virtually with project coordinators to ensure deliverables align with project guidelines and client expectations.

Preferred Qualifications

  • Current or recent experience as an Investment Banking Associate (any level) or Analyst (2nd year+), or equivalent role within Sales & Trading.

  • Demonstrated expertise in financial modeling, valuation, and deal execution processes.

  • Excellent written and verbal communication skills with an emphasis on clarity and detail.

  • Proven ability to interpret and analyze financial statements, transaction documents, and market data.

  • Strong attention to detail and ability to provide constructive, actionable feedback on complex materials.

  • Ability to work independently and manage multiple deliverables within defined project milestones.

  • Familiarity with industry-standard documentation, regulatory considerations, and deal structuring nuances.

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