Investment Banking Specialist

Subject Matter Expert (SME) – Investment Banking (AI Training & Evaluation)

Location: Remote (Global)

Engagement Type: Freelance / Contract

Commitment: Project-Based (Flexible based on availability)

Compensation: USD $60/hour

About the Role

We are looking for experienced Investment Banking professionals to join our AI Training & Evaluation team as Subject Matter Experts (SMEs). In this role, you will serve as a VP/Director-level reviewer, evaluating and enhancing the reasoning capabilities of cutting-edge AI systems designed to perform complex investment banking tasks.

Rather than simply verifying outputs, you will assess whether the AI demonstrates the analytical rigor, structured thinking, and financial judgment expected from a top-performing Investment Banking Analyst or Associate. Your expertise will help establish the benchmark for high-quality financial analysis and teach AI systems to reason through sophisticated valuation, modeling, and transaction scenarios.

If you have hands-on experience in M&A, financial modeling, valuation, capital markets, or corporate finance and enjoy solving complex analytical problems, this opportunity offers the chance to shape the future of AI in finance.

Key Responsibilities

Prompt Design & Financial Scenario Development

• Design complex, realistic investment banking case studies that replicate real-world transactions and client engagements.
• Develop high-quality prompts supported by financial statements, CIMs, management presentations, Excel models, market research, and other supporting documents.
• Create scenarios across M&A, IPOs, debt financing, restructuring, capital raising, and strategic advisory assignments.
• Golden Path Development
• AI Evaluation & Financial Review
• Quality Assessment & Scoring
• Expert Feedback & AI Training

Required Experience

• 2–5 years of professional experience in Finance with at least 1–2 years in Investment Banking.
• Current or previous experience as:
• Investment Banking Analyst
• Senior Analyst
• Associate
• Senior Associate
• M&A Analyst
• Corporate Finance Analyst
• Transaction Advisory Professional
• Hands-on experience working on live transactions or transaction support.
• Strong exposure to financial modeling, valuation, due diligence, or capital markets.

Required Skills

• Advanced financial statement analysis.
• Strong expertise in financial modeling and valuation methodologies.
• Experience with DCF, Trading Comparables, Precedent Transactions, LBO Modeling, and Merger Models.
• Deep understanding of accounting principles and corporate finance.
• Knowledge of capital markets, investment products, and transaction structures.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent attention to detail.
• Strong written communication and documentation skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial research platforms.

Preferred Qualifications

Candidates with experience in one or more of the following are highly encouraged to apply:

• Mergers & Acquisitions (M&A)
• Equity Capital Markets (ECM)
• Debt Capital Markets (DCM)
• Leveraged Finance
• Corporate Development
• Financial Due Diligence
• Equity Research
• Private Equity
• Venture Capital
• Asset Management
• Wealth Management
• Portfolio Management
• Corporate Finance Advisory
• Restructuring & Turnaround Advisory
• Macro-economic Research
• Industry Research

What You'll Gain

• Competitive compensation of USD $60/hour.
• Flexible, fully remote engagement.
• Opportunity to work on cutting-edge AI technology transforming financial services.
• Collaborate with leading AI researchers, engineers, and finance experts.
• Apply your investment banking expertise to shape the next generation of AI reasoning systems.
• Exposure to sophisticated financial modeling and real-world transaction simulations across multiple industries.