Investment Banking Expert
About The Position
This role is for one of our clients. Join a leading AI research initiative focused on improving how advanced AI systems understand and perform real-world investment banking work. We are seeking experienced investment banking professionals who can bring rigorous industry expertise to the evaluation of AI-generated and human-produced banking deliverables. In this role, you will help define what high-quality investment banking work looks like by creating detailed evaluation criteria, reviewing completed work samples, and providing clear, evidence-based explanations for your assessments. Your expertise will help establish the standards used to measure the accuracy, quality, and professional relevance of AI systems.
Requirements
- 2+ years of professional investment banking experience, preferably at the Associate level or above.
- Experience at a leading global investment bank, elite advisory boutique, or comparable financial institution.
- Background in M&A, investment banking coverage, or capital markets.
- Strong command of core investment banking practices, including: Three-statement financial modeling, DCF valuation, LBO modeling, Comparable company and precedent transaction analysis, Merger and transaction modeling, Valuation analysis and judgment, Deal-process documentation, Pitch books and CIMs, Board and investment committee materials.
- Strong understanding of the accuracy, presentation, formatting, and quality standards expected in professional investment banking deliverables.
- Exceptional written communication skills, with the ability to clearly explain why a piece of work meets or falls short of professional standards.
- Highly detail-oriented and consistent, with the ability to apply structured evaluation criteria objectively.
- Comfortable receiving feedback and calibrating judgment against other experienced professionals.
Nice To Haves
- Prior experience with AI training, model evaluation, data annotation, or human-data projects is a strong plus.
Responsibilities
- Develop precise, task-specific grading criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, CIMs, transaction materials, deal memos, and board or investment committee presentations.
- Evaluate AI-generated and human-produced work against established criteria and provide detailed written justifications for each assessment.
- Assess the accuracy, completeness, analytical rigor, formatting, and professional quality of banking work products.
- Apply consistent and objective judgment to ensure evaluation results are reproducible, defensible, and aligned with real-world investment banking standards.
- Identify analytical errors, flawed assumptions, inconsistencies, formatting issues, and gaps in reasoning that could affect the quality of a deliverable.
- Incorporate feedback from senior reviewers and continuously refine evaluation approaches and scoring frameworks.
- Translate practical investment banking judgment into clear standards that can be applied to AI evaluation and training.
Benefits
- Payments will be made weekly through available payment platforms based on completed services.
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What This Job Offers
Job Type
Part-time
Career Level
Mid Level
Education Level
No Education Listed
