Investment Banking Expert

Role Type: Contractor
Location: Remote

We are seeking experienced Investment Banking Experts to contribute to a customer project focused on financial modeling, valuation, transaction analysis, and industry research.

You’ll apply your investment banking expertise to evaluate real-world financial analysis and help train next-generation AI systems. No prior AI experience is required.

Scope of Work

• Conduct company and industry research to support financial analysis and AI training.

• Perform target screening, comparable company analysis, and transaction analysis.

• Build, review, and troubleshoot Excel-based financial and valuation models.

• Prepare and review pitchbooks and client presentation materials.

• Analyze financial materials for numerical errors, valuation issues, and logical inconsistencies.

• Explain accounting treatments, valuation adjustments, assumptions, and transaction sensitivities.

• Provide clear written and verbal explanations of complex financial concepts.

Preferred Qualifications

• Experience as a Senior Associate or Vice President in M&A, investment banking, or industry coverage.

• Hands-on experience with live acquisition or sale processes.

• Strong expertise in Excel financial modeling, valuation, and scenario analysis.

• Experience with company research, target screening, comparable company analysis, and pitchbook preparation.

• Ability to review and improve analytical and client-facing materials.

• Excellent written and verbal communication skills.

• Strong attention to detail, analytical thinking, and problem-solving abilities.