Investment Banking Expert

Role Title: Investment Banking Expert

Role Type: Contract

Location: Remote

• [[heading:Financial modeling]]
• [[heading:Excel]]
• [[heading:Company and industry research]]
• [[heading:Comparable company analysis]]
• [[heading:Pitchbook preparation]]
• [[heading:Transaction analysis]]
• [[heading:Valuation methodologies]]
• [[heading:Analytical review]]
• [[heading:Written communication]]
• [[heading:Verbal communication]]
• [[heading:Presentation skills]]
• [[heading:Attention to detail]]
• [[heading:Problem-solving]]
• [[heading:Scenario analysis]]
• [[heading:Client deliverables preparation]]
• In this role, you'll apply your expertise to help train next-generation AI systems.
• Your work will shape how models learn, reason, and perform through high-quality, real-world input.
• No prior experience in AI is required - your domain knowledge is what matters.
• Experience as a former Senior Associate (preferably third-year) or Vice President from an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm.
• Substantial hands-on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client-facing deliverables.
• Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards.
• Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale.
• Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation.
• Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback.
• Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials.
• Originally posted on Himalayas

• Conduct comprehensive company and industry research to inform data-driven AI training initiatives.
• Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks.
• Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency.
• Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale.
• Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes.
• Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills.