Investment Banking Expert

**Role Overview**

our client is partnering with leading AI labs to engage experienced investment banking professionals to improve AI systems' reasoning around financial modeling, deal execution, valuation, and capital markets. Contributors will apply their expertise in areas such as M&A advisory, equity and debt capital markets, leveraged finance, and restructuring to evaluate and enhance AI performance on investment banking-specific tasks. This is a project-based opportunity with potential for ongoing engagement depending on performance and project needs.

**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

**Ideal Qualifications**

• 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

**Compensation Note**

• **Task Completion Pay:** Competitive and based on task quality (~$1,750, $2,150 per completed task, subject to change as the project evolves)

• **Performance Bonus:** Top performers receive a weekly bonus incentive on top of their per task rate!

• **Hourly Opportunity:** Top performers may be invited to transition to an hourly compensation model based on sustained quality and throughput.