Investment Banking Expert

Role Title: Investment Banking Expert

Role Type: Contract

Location: Remote

Required Skills

• Financial modeling

• Excel

• Company and industry research

• Comparable company analysis

• Pitchbook preparation

• Transaction analysis

• Valuation methodologies

• Analytical review

• Written communication

• Verbal communication

• Presentation skills

• Attention to detail

• Problem-solving

• Scenario analysis

• Client deliverables preparation

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. No prior experience in AI is required - your domain knowledge is what matters.

Scope of Work

• Conduct comprehensive company and industry research to inform data-driven AI training initiatives.

• Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks.

• Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency.

• Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale.

• Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement.

• Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes.

• Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills.

Preferred Qualifications

• Experience as a former Senior Associate (preferably third-year) or Vice President from an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm.

• Substantial hands-on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client-facing deliverables.

• Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards.

• Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale.

• Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation.

• Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback.

• Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials.