Investment Banking & M&A Expert - Remote

Investment Banking & M&A Expert - Remote

Role Overview

• Contract Type: Contractor

• Location: Remote — United States and Canada preferred; United Kingdom and Latin America also considered

• Compensation: $60–$120 per hour, paid per task

• Time Commitment: Minimum 10 hours per week; 20+ hours preferred

• Estimated Task Duration: Approximately 3 hours per task, following around 15 hours of initial environment development. Estimates include AI agent execution time.

About the Role

We are seeking experienced investment banking and mergers and acquisitions (M&A) professionals to develop realistic transaction scenarios and assess how effectively AI systems perform complex deal-related work.

You will translate live-deal workflows into structured tasks supported by company information, financial statements, due diligence materials, and transaction context. Using agentic AI tools, you will develop and review valuation models, comparable-company analyses, confidential information memoranda (CIMs), pitch books, and other client-facing deliverables.

This role requires substantive investment banking or M&A experience, practical knowledge of transaction execution, and hands-on proficiency with agentic AI tools. General chatbot use alone is insufficient.

Key Responsibilities

• Build realistic transaction environments using company profiles, financial statements, due diligence materials, and relevant deal context.

• Design multi-step tasks covering valuation, comparable-company analysis, financial modeling, and sell-side advisory workflows.

• Use agentic AI tools to develop and review valuation models, CIMs, pitch books, and supporting transaction materials.

• Create clear task instructions and define objective evaluation criteria for assessing the quality and accuracy of deliverables.

• Independently validate AI-generated outputs for financial accuracy, analytical rigor, consistency, and alignment with transaction requirements.

• Ensure scenarios reflect realistic deal workflows and professional standards for client-facing materials.

Required Qualifications

• At least 5 years of professional experience in investment banking, M&A, sell-side advisory, or a closely related transaction-focused role.

• Hands-on experience developing valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live transactions.

• Practical experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive professional work.

• Strong financial modeling, valuation, and transaction analysis skills.

• Ability to critically review AI-generated financial and transaction materials and independently verify their quality.

• Excellent analytical judgment and attention to detail when working with complex financial information and deal documentation.

Preferred Qualifications

• Corporate carve-out experience — strongly preferred.

• Experience at a top-tier investment bank or M&A advisory firm.

• Industrials sector transaction experience.

• Experience developing review standards, training junior investment banking professionals, or writing internal process playbooks.

• Prior experience in AI evaluation, benchmark development, or structured task design.

• Availability to commit 20 or more hours per week.

Compensation and Work Arrangement

This is a remote contract opportunity with compensation of $60–$120 per hour, paid per task. A minimum commitment of 10 hours per week is required, with 20+ hours preferred.

Initial transaction environment development is estimated at approximately 15 hours, followed by tasks averaging around 3 hours each. These estimates include AI agent execution time.

Selection Process

1. Submit an application and complete the screening questions.

2. Complete the role-specific AI interview to demonstrate your investment banking, M&A, and agentic AI expertise.

3. Undergo profile review.

4. Complete onboarding before beginning assigned work.