Investment Banking Associate | Remote - Contract

Xperteez Technology•,
•$120 - $150•Remote

About The Position

We are engaging Investment Banking Associates to contribute domain-specific expertise to a customer’s high-impact project. The role applies investment banking expertise to help train next-generation AI systems, shaping how models learn, reason, and perform through high-quality, real-world input. This is a remote contractor position.

Requirements

  • Financial modeling.
  • Valuation analysis.
  • Deal execution.
  • Market analysis.
  • Financial statement analysis.
  • Written communication.
  • Attention to detail.
  • Feedback delivery.
  • Remote collaboration.
  • Industry documentation knowledge.

Nice To Haves

  • Current or recent experience as an Investment Banking Associate at any level, a second-year-or-later Analyst, or in an equivalent role within Sales & Trading.
  • Demonstrated expertise in financial modeling, valuation, and deal execution processes.
  • Excellent written and verbal communication skills, with an emphasis on clarity and detail.
  • Proven ability to interpret and analyze financial statements, transaction documents, and market data.
  • Strong attention to detail and ability to provide constructive, actionable feedback on complex materials.
  • Ability to work independently and manage multiple deliverables within defined project milestones.
  • Familiarity with industry-standard documentation, regulatory considerations, and deal structuring nuances.

Responsibilities

  • Evaluate and annotate complex financial materials, transaction documents, and case studies to enrich AI learning datasets.
  • Draft, review, and edit project deliverables, including pitchbooks, valuation models, and market analysis summaries, for accuracy and clarity.
  • Simulate and document real-world investment scenarios to improve model understanding of industry practices and deal processes.
  • Provide detailed written feedback on AI-generated financial content, focusing on precision, relevance, and professionalism.
  • Curate and synthesize financial data to support scenario creation and decision-making exercises within the project scope.
  • Identify and communicate nuanced industry concepts and terminology essential to authentic investment banking operations.
  • Collaborate virtually with project coordinators to ensure deliverables align with project guidelines and client expectations.
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