Investment Banking & M&A Expert (Remote | $150 –$220/hr)

Investment Banking Expert

Location: Remote

Engagement Type: Hourly Contract

Compensation: $150–$220/hour

About the Opportunity

This opportunity is for experienced Investment Banking professionals interested in contributing to advanced AI research and evaluation projects. The role focuses on assessing how effectively AI systems perform real-world investment banking tasks.

Rather than producing traditional banking deliverables, you will apply your industry expertise to define what high-quality work looks like, develop task-specific evaluation criteria, and assess completed work samples with rigorous, well-reasoned written justifications.

Responsibilities

• Design precise, task-specific grading criteria for real-world investment banking deliverables, including financial models, valuation analyses, pitch decks, Confidential Information Memorandums (CIMs), deal memos, and board or committee materials.
• Evaluate and score AI-generated and human-created work samples against established criteria.
• Provide detailed written justifications explaining the rationale behind each evaluation and score.
• Apply consistent, evidence-based professional judgment to ensure evaluations are reproducible and defensible.
• Assess financial analyses and banking deliverables for accuracy, quality, completeness, and adherence to industry standards.
• Incorporate structured feedback from senior reviewers and refine evaluations accordingly.

Required Qualifications

• 2+ years of professional Investment Banking experience, at the Associate level or above.
• Experience at a leading global investment bank or elite advisory boutique across M&A, industry coverage, or capital markets.
• Deep expertise in investment banking fundamentals, including three-statement modeling, DCF, LBO, comparable company analysis, transaction modeling, and merger math.
• Strong understanding of valuation judgment, deal-process materials, and the formatting and accuracy standards expected of bank-quality work products.
• Exceptional written communication skills, with the ability to clearly explain why a piece of work does or does not meet professional standards.
• Strong attention to detail, consistency, and analytical judgment.
• Comfortable receiving feedback and calibrating evaluations against established standards and peer reviews.

Preferred Qualifications

• Prior experience with AI training, model evaluation, or human-data projects.
• Experience reviewing or evaluating investment banking work products.
• Experience mentoring or reviewing the work of analysts and other junior banking professionals.

Compensation

• Competitive compensation of $150–$220/hour.
• Weekly payments.
• Independent contractor engagement.

Application Process

1. Upload Resume
2. Complete an AI Interview Based on Your Resume
3. Submit Application