Remote | Investment Banking – M&A Advisory. — $175–$300/hour
About The Position
This is a remote consulting opportunity for experienced investment banking and M&A advisory professionals to contribute expertise to advanced AI training and evaluation initiatives. The work involves developing and reviewing financial analyses, evaluating M&A scenarios and valuation methodologies, and providing structured feedback on AI-generated financial and transaction materials. Assignments may include company and industry research, buyer and target screening, valuation and transaction modelling, pitchbook preparation, and analytical quality reviews. The role combines practical investment banking experience with quantitative analysis, strategic reasoning, Excel modelling, and transaction execution expertise. Prior AI training experience is not required. Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, or other third party. The engagement is freelance/contract, fully remote, and pays $175–$300 per hour. There are 25 openings.
Requirements
- Substantial professional experience in investment banking, M&A advisory, or related corporate finance activities.
- Hands-on involvement in live acquisition, divestiture, or other M&A transaction processes.
- Strong understanding of investment banking methodologies, transaction execution, and strategic corporate finance.
- Advanced Excel financial modelling expertise, including complex formulas, valuation models, troubleshooting, and scenario analysis.
- Practical experience with comparable company analysis, company valuation, and transaction-based financial assessments.
- Strong understanding of valuation methodologies, accounting treatments, financial adjustments, deal sensitivities, financial statements, and accounting principles as applied to valuation and M&A analysis.
- Experience conducting company and industry research, buyer screening, acquisition-target analysis, and commercial assessments.
- Ability to prepare and review investment banking pitchbooks, presentations, and client-facing financial deliverables against senior banker or client standards.
- Ability to identify numerical inaccuracies, modelling inconsistencies, unsupported assumptions, and strategic weaknesses.
- Strong quantitative reasoning, financial analysis, critical-thinking, and professional problem-solving capabilities.
- Strong written and verbal communication skills, including the ability to explain sophisticated financial concepts clearly.
- Ability to produce accurate, well-structured analyses and presentation materials to demanding professional standards.
- Exceptional attention to detail and commitment to analytical accuracy, methodological consistency, and quality deliverables.
- Ability to work independently, review complex financial materials, and provide precise, actionable recommendations.
- Must complete work without using confidential or proprietary information belonging to an employer, client, institution, or other third party.
Nice To Haves
- Previous experience as a Senior Associate, preferably at the third-year level, or as a Vice President in an M&A or industry-coverage team.
- Experience at a leading investment bank, established M&A boutique, or sector-focused advisory firm.
- Prior experience with AI model training, financial AI evaluation, or related technology projects.
Responsibilities
- Analyse merger and acquisition scenarios involving potential buyers, acquisition targets, and transaction structures.
- Evaluate strategic rationale, commercial assumptions, transaction considerations, and acquisition or divestiture opportunities.
- Review transaction analyses for financial consistency, commercial relevance, and alignment with strategic objectives.
- Identify weaknesses in transaction assumptions, conclusions, and deal-related financial reasoning.
- Develop, update, and validate Excel-based financial models for company valuation and transaction analysis.
- Apply valuation methods, including comparable company analysis and relevant transaction-based approaches.
- Evaluate financial assumptions, accounting treatments, valuation adjustments, analytical calculations, and scenario outcomes.
- Identify modelling errors, inconsistent formulas, and methodological weaknesses, and provide technically justified corrections.
- Conduct company and industry research to support M&A advisory scenarios and evaluate potential buyers and acquisition targets.
- Analyse company performance, competitive positioning, industry dynamics, market considerations, and comparable-company metrics.
- Review AI-generated financial models, valuation analyses, transaction scenarios, and investment banking recommendations for accuracy, rigour, relevance, and professional quality.
- Identify incorrect assumptions, valuation errors, accounting inconsistencies, and weaknesses in transaction reasoning; provide structured corrections and reference explanations.
- Prepare, review, and refine pitchbooks, transaction summaries, financial exhibits, and client-facing presentation materials.
- Assess presentation materials for accuracy, clarity, strategic coherence, and consistency with underlying models.
- Explain financial concepts, valuation adjustments, and transaction considerations clearly in written deliverables.
- Maintain analytical precision, professional presentation quality, and structured documentation.
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What This Job Offers
Career Level
Senior
Education Level
No Education Listed
