Investment and Banking Expert

Key Responsibilities

• Create detailed prompts and gold-standard outputs (valuation write-ups, model walkthroughs, investment memos, pitchbook-style summaries).
• Evaluate and rank AI responses to improve numeric accuracy, rigor, clarity, and decision usefulness.
• Test AI outputs for calculation errors, flawed assumptions, misleading conclusions, and bias; validate reliability across deal scenarios.

Requirements

• Bachelor’s degree (or higher) in Finance, Accounting, Economics, Business, or a related field; MBA/CFA is a strong plus.
• 5+ years of professional experience in investment banking, corporate development, private equity, equity research, or corporate finance.
• Expert command of valuation methods: DCF mechanics, trading comparables, precedent transactions, and how assumptions drive outcomes.
• Strong accounting fluency: income statement, balance sheet, cash flow, working capital, debt schedules, and common modeling pitfalls.
• Proven ability to build and review financial models (3-statement, merger model accretion/dilution intuition, LBO basics, sensitivities/scenarios).
• Strong understanding of capital markets concepts: equity vs debt, cost of capital, covenants, credit metrics, issuance mechanics (high level).
• High attention to detail: units, sign conventions, circularities, model integrity checks, and defensible narrative claims.
• Ability to write clear, structured analysis (executive summary → key drivers → risks → conclusion); minimum C1 English proficiency.
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Prior experience with AI data training/annotation, investment memo QA, pitchbook review, or financial editorial work is strongly preferred.