Investment Analyst (Remote)

Remote role open to candidates residing in and authorized to work in the United States or Canada. Contract or full-time.

Overview

We are seeking a Finance Multimodal Data Specialist with institutional financial expertise to train, evaluate, and refine next-generation AI models on complex financial reasoning tasks. You will analyze high-level financial models, deal structures, pitch decks, LBOs, and SEC filings to generate high-quality multimodal training data.

Requirements

• Direct, prior experience in Investment Banking (IB), Private Equity (PE), or Mergers & Acquisitions (M&A) is required. General accounting, corporate bookkeeping, or basic FP&A backgrounds do not meet the core requirements for this project.
• 1+ years of direct experience as an Analyst or Associate in Investment Banking (IB), Private Equity (PE), M&A, or institutional Equity Research.
• Deep proficiency in financial modeling, corporate valuation methodologies, and interpreting complex financial statements.
• Strong written communication skills with the ability to explain intricate financial logic clearly.
• Must be based in and authorized to work in the United States or Canada.

Key Responsibilities

• Evaluate, annotate, and generate complex multimodal data involving financial charts, valuation tables, tear sheets, and deal memoranda.
• Design and solve advanced financial problems covering DCF modeling, LBO dynamics, comparable company analysis (Comps), and M&A structuring.
• Validate AI model responses for technical financial accuracy, precision, and adherence to institutional finance standards.
• Identify logic flaws, mathematical inconsistencies, and edge-case errors in AI-generated financial insights.