Hybrid | Investment Banking & M&A Specialist — $90–$140/hour

24-Mag • San Francisco, CA

1d • Hybrid

About The Position

We are sharing a specialised full-time opportunity for senior investment banking and M&A professionals with deep transaction experience and the ability to evaluate, structure, and improve advanced AI systems working on complex financial tasks. This role works closely with AI research and programme teams to improve how advanced models reason about investment banking, transaction analysis, and other professional finance workflows. Selected experts will review finance tasks and model outputs, develop instruction specifications and reference solutions, design challenging benchmarks, and translate senior-level deal judgement into clear evaluation standards.

Requirements

• 5+ years of substantive professional finance experience with significant exposure to investment banking and M&A
• Professional background at a recognised investment bank, advisory firm, private equity firm, corporate development team, or comparable institution
• Deep expertise in transaction execution, valuation, financial modelling, and corporate finance
• Demonstrated progression to a senior individual-contributor or leadership level such as Vice President, Director, Principal, Managing Director, or comparable position
• Direct ownership of significant transactions, analyses, client deliverables, or investment decisions
• Strong knowledge of DCF analysis, comparable companies, precedent transactions, transaction modelling, and deal structuring
• Hands-on professional experience using large language models or AI tools
• Strong ability to distinguish rigorous financial reasoning from plausible but technically incorrect analysis
• Excellent written communication and ability to provide precise, structured feedback
• Must live in the San Francisco Bay Area or be willing to relocate there before the engagement begins
• Must be able to work onsite with the assigned team multiple days per week when required

Nice To Haves

• Advanced degree such as an MBA, MS, or PhD in Finance, Economics, Accounting, or a quantitative discipline is strongly preferred
• Professional credentials such as CFA, CPA, FRM, or comparable qualifications are highly valued

Responsibilities

• Review AI-generated work involving investment banking, M&A, corporate finance, and transaction analysis
• Assess financial reasoning, assumptions, methodologies, and conclusions for professional accuracy
• Identify incomplete analyses, flawed assumptions, weak transaction logic, and superficially plausible outputs
• Evaluate whether work products would withstand review in a professional deal environment
• Provide precise written feedback explaining technical and analytical deficiencies
• Apply expertise in valuation, transaction modelling, deal structuring, and financial analysis
• Evaluate comparable company analysis, precedent transactions, DCF modelling, and related valuation methodologies
• Review assumptions involving capital structure, financing, synergies, accretion/dilution, and transaction economics
• Assess financial models and analytical outputs for internal consistency and commercial realism
• Identify issues affecting the quality or credibility of transaction recommendations
• Develop detailed instruction specifications for finance and transaction-related AI tasks
• Produce high-quality reference solutions demonstrating professional investment banking standards
• Define what constitutes a complete, technically sound response to complex financial problems
• Translate practical deal experience into explicit and reproducible evaluation criteria
• Develop tasks reflecting authentic investment banking and M&A workflows
• Design challenging benchmarks covering transaction analysis and financial decision-making
• Create evaluation sets testing valuation, modelling, strategic reasoning, and professional judgement
• Develop criteria distinguishing rigorous finance work from plausible but incomplete analysis
• Refine benchmarks based on model performance and research objectives
• Apply senior-level judgement to complex transaction scenarios
• Evaluate strategic rationale, financial implications, risks, and stakeholder considerations
• Assess whether outputs appropriately account for real-world deal execution constraints
• Identify nuanced issues that may be missed by generalist finance reviewers
• Maintain high standards of analytical rigour across evaluation workflows
• Collaborate with researchers, programme teams, and specialists across adjacent domains
• Participate in calibration sessions to maintain consistent evaluation standards
• Apply hands-on experience with large language models to professional finance workflows
• Distinguish genuinely well-reasoned analysis from confident but technically incorrect outputs
• Communicate complex financial concepts clearly to technical and non-finance stakeholders

Benefits

• Full-time W-2 employment position
• Initial engagement of approximately 6 months
• 40 hours per week
• Hybrid working arrangement
• Regular onsite participation is required when requested
• Client-issued accounts and equipment will be provided as required
• Work will be conducted within assigned internal tools and workflows

What This Job Offers

• Job Type: Full-time
• Career Level: Senior