Investment Banking Expert [$95-$115/hr]
Key Responsibilities
Key Responsibilities
- Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies (DCF, comps, precedent transactions), pitch materials, and deal structuring
- Create realistic scenarios based on investment banking workflows — deal screening, due diligence checklists, management presentations, fairness opinions, and syndication processes
- Annotate, label, and validate data across IB use cases (e.g., financial statement analysis, capital structure optimization, market commentary)
- Provide structured feedback on AI accuracy in areas such as SEC regulations, deal documentation, financial terminology, and industry-specific conventions
- Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI
- 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank
- Background in one or more areas such as:
- M&A advisory
- Equity or debt capital markets (ECM/DCM)
- Leveraged finance or credit
- Restructuring or special situations
- Industry coverage groups (TMT, healthcare, industrials, FIG, etc.)
- Series 7, 63, 79 or CFA designation a plus
- Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks
- Clear written communication and attention to detail