About this role
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Role Title: Investment Banking & M&A Expert
Role Type: Contractor
Location: Remote - US/Canada preferred; UK and Latin America also considered
Pay: $60-120/hr. Paid per task
Time commitment: 10+ hours/week required; 20+ preferred.
Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.
Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.
our partner is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.
You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.
Scope of Work
- Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
- Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
- Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.
Required Qualifications
- 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
- Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
- Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
Preferred Qualifications
- Corporate carve-out experience — strongly preferred.
- Experience at a top-tier investment bank or M&A advisory firm.
- Industrials sector experience.
- Experience developing review standards, training junior professionals, or writing internal playbooks.
- Prior benchmark development or AI evaluation experience.
- Availability for 20+ hours per week.
How the selection process works
- Apply and complete the screening questions.
- Complete the AI interview — this is how we showcase your expertise to the client.
- Profile review.
- Onboarding — our Talent Ops team will get you set up.
This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.
