Investment Banking M&A Specialist (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 evaluating real-world investment banking work, developing rigorous grading frameworks, and assessing AI-generated outputs to improve the reasoning capabilities of next-generation AI systems.

Rather than producing investment banking deliverables, you will define evaluation standards, assess the quality of financial analyses, and provide structured feedback based on industry best practices.

Responsibilities

  • Design task-specific evaluation criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, Confidential Information Memorandums (CIMs), deal memoranda, and board presentation materials.
  • Evaluate AI-generated and human-created work using structured scoring frameworks.
  • Provide detailed written justifications supporting each evaluation and score.
  • Apply consistent, evidence-based judgment to ensure accurate and reproducible evaluations.
  • Review financial models, transaction analyses, valuation methodologies, and investment banking materials for quality and accuracy.
  • Incorporate reviewer feedback and continuously refine evaluation standards.
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 Mergers & Acquisitions (M&A), Industry Coverage, or Capital Markets .
  • Strong expertise in:
  • Financial Modeling
  • Valuation (DCF, LBO, Comparable Company Analysis, Precedent Transactions, Merger Modeling)
  • Pitch Books and Confidential Information Memorandums (CIMs)
  • Deal Memoranda and Board Materials
  • Transaction Execution
  • Excellent written communication skills with the ability to provide detailed, evidence-based evaluations.
  • Strong analytical skills, attention to detail, and consistent professional judgment.
  • Ability to work independently in a remote environment.
Preferred Qualifications
  • Experience evaluating financial work products or mentoring junior investment banking professionals.
  • Prior experience with AI evaluation, model training, or human feedback projects.
  • Experience reviewing complex financial analyses and maintaining high-quality documentation standards.
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
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