About the job
We are seeking experienced Investment Banking professionals to serve as domain experts on a contract basis, contributing to the development of generative AI tools for financial modeling and transaction analysis. In this role, you will leverage your real-world investment banking experience to help AI systems learn how to perform core banking tasks at a professional standard. You will create, evaluate, and refine transaction-oriented analyses that reflect how bankers actually think about valuation, deal structure, and execution. This is not a live deal or client-facing role; rather, you will help define and encode best-in-class banking workflows for AI systems.
Responsibilities
Produce high-quality investment banking deliverables used to train and evaluate AI systems, including:
Valuation analyses (DCF, trading comps, precedent transactions)
M&A and capital markets financial models
Accretion/dilution and pro forma analyses
Transaction scenarios and sensitivity analyses
Build financial models that adhere to industry-standard conventions, structure, and presentation
Decompose complex transaction logic into clear, step-by-step reasoning that can be learned by AI systems
Review and assess AI-generated banking outputs for:
Financial accuracy and internal consistency
Soundness of assumptions
Professional formatting and analytical rigor
Provide detailed feedback to improve model reliability, realism, and edge-case handling
Collaborate asynchronously with product, research, and engineering teams to refine task definitions and evaluation criteria
Qualifications
Minimum
3-7 years of experience in investment banking, corporate finance, or transaction-focused advisory roles
Strong technical foundation in:
Financial modeling and valuation
M&A and capital markets transactions
Accounting and financial statement analysis
Deep familiarity with how banking analyses are structured, reviewed, and presented
Ability to clearly explain why certain modeling or valuation decisions are made
High attention to detail and quality standards
Comfortable working independently in a remote, project-based environment
Interest in the intersection of finance and artificial intelligence
Preferred
Experience across multiple transaction types (M&A, IPOs, debt offerings, restructurings)
Exposure to both pitch and execution work
Prior experience mentoring or reviewing junior analysts’ work
Curiosity about how automation and AI may augment financial services workflows