Investment Banking Expert

Accountabilities

• • Develop detailed, task-specific grading criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, CIMs, transaction materials, deal memoranda, and board or investment committee presentations.
  • Evaluate AI-generated and human-produced banking work against established criteria, providing clear, evidence-based written explanations for each assessment.
  • Assess deliverables for accuracy, completeness, analytical rigor, presentation quality, formatting, consistency, and alignment with professional investment banking standards.
  • Identify financial and analytical errors, flawed assumptions, inconsistencies, formatting problems, and gaps in reasoning that could compromise the quality of a work product.
  • Apply objective and consistent judgment so evaluation results remain reproducible, defensible, and relevant to real-world banking practices.
  • Translate practical investment banking expertise and professional judgment into clear standards that can be used for AI evaluation and training.
  • Incorporate feedback from senior reviewers and refine scoring frameworks and evaluation methodologies over time.
  • Collaborate with other experienced professionals to calibrate assessments and maintain consistency across evaluation activities.
  • Contribute to assigned AI research and evaluation projects while protecting the confidentiality of any current or former employer, client, or institutional information.

  Requirements

  • 2+ years of professional investment banking experience, preferably at the Associate level or above.
  • Experience with a leading global investment bank, elite advisory boutique, or comparable financial institution.
  • Background in M&A, investment banking coverage, capital markets, or a closely related area.
  • Strong technical command of three-statement financial modeling, DCF valuation, LBO modeling, comparable company analysis, precedent transactions, merger modeling, and transaction valuation.
  • Experience producing or reviewing professional banking deliverables such as pitch books, CIMs, deal-process documentation, board materials, and investment committee presentations.
  • Strong understanding of the accuracy, analytical quality, formatting, and presentation standards expected in professional investment banking.
  • Exceptional written communication skills, with the ability to clearly articulate why a deliverable meets or falls short of professional standards.
  • Highly detail-oriented and consistent, with strong analytical judgment and the ability to apply structured evaluation criteria objectively.
  • Comfortable receiving feedback, comparing judgments with other experienced professionals, and adapting to calibrated evaluation frameworks.
  • Prior experience in AI training, model evaluation, data annotation, or human-data projects is a strong advantage.
  • Strong ability to work independently in a remote, project-based environment.
  • Applicants must be based in the United States and should not require H-1B or STEM OPT sponsorship.

  Benefits

  • Compensation of $150–$220 per hour, depending on qualifications and project requirements.
  • Fully remote independent contractor opportunity.
  • Flexible scheduling designed to accommodate professional availability.
  • Project duration and workload may vary according to program needs and performance.
  • Opportunity to apply investment banking expertise to advanced AI research and evaluation.
  • Exposure to emerging AI training and model-evaluation methodologies.
  • Work focused on specialized evaluation and research activities rather than traditional banking execution.
  • Weekly payments through available payment platforms based on completed services.
  • No requirement to provide access to confidential or proprietary information from current or former employers, clients, or institutions.
  • Qualified applicants may complete a brief technical or domain-specific assessment as part of the selection process.