Investment Banking & M&A - Finance Domain Expert

Join a leading AI research organization and contribute your investment banking and M&A expertise to the development of advanced AI systems. Work closely with research and program teams to improve how frontier AI models understand, analyze, and reason about complex financial work.

Compensation

$100-$150 per hour

Responsibilities

• Finance Task & Model Evaluation
  • Review finance-related knowledge-work tasks and AI-generated outputs for accuracy, completeness, and professional relevance
  • Identify flawed assumptions, missing analytical steps, weak reasoning, and conclusions that may appear credible but fail professional investment-banking standards
  • Evaluate whether financial analysis reflects realistic M&A and investment-banking practices
• Instruction & Reference Solution Development
  • Create detailed instruction specifications that clearly define expected analytical approaches and outcomes
  • Develop high-quality reference or "golden" solutions for complex financial problems
  • Design realistic investment banking and M&A tasks based on actual professional workflows, including transaction analysis, valuation, deal structuring, and financial modeling
• Benchmark & Evaluation Development
  • Build challenging finance benchmarks designed to test sophisticated financial reasoning
  • Develop evaluation datasets covering areas such as M&A analysis, valuation, transaction modeling, due diligence, capital structure, and financial analysis
  • Collaborate with research teams to identify finance-specific capabilities that should be evaluated in advanced AI systems
• Expert Calibration
  • Work closely with researchers and adjacent-domain specialists to establish consistent evaluation standards
  • Translate practical investment-banking judgment and tacit deal experience into clear, measurable evaluation criteria
  • Provide precise written feedback that helps improve model performance and benchmark quality

Qualifications

• 5+ years of substantive professional experience in investment banking, M&A advisory, transaction advisory, corporate development, private equity, private credit, or a closely related finance discipline
• Demonstrated specialization in areas such as:
  • M&A and transaction advisory
  • Financial modeling and valuation
  • Investment banking
  • Due diligence and transaction analysis
  • Capital structure and deal financing
  • Corporate finance and strategic transactions
  • Private equity or private credit
• Clear career progression into a senior individual-contributor or leadership position, such as Vice President, Director, Principal, Managing Director, or equivalent, with significant ownership of financial analysis and transaction decisions
• Strong expertise in financial modeling, valuation, transaction structures, and investment analysis, with the ability to evaluate complex financial scenarios independently
• 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 equivalent finance qualifications are advantageous
• Practical familiarity with large language models and AI tools, with the ability to distinguish rigorous financial reasoning from plausible but incorrect outputs
• Exceptional written communication skills and the ability to provide concise, structured, and evidence-based feedback
• Ability to commit reliably to 40 hours per week for an initial six-month engagement
• Currently based in the Bay Area, California, with availability for hybrid, on-site collaboration multiple days per week as required

Schedule

Full-time, 40 hours per week for an initial six-month engagement

Location

Hybrid — Bay Area, California. Candidates must currently reside in the Bay Area and be available to work on-site with the client team multiple days per week as required. Candidates outside the Bay Area must be willing to relocate at their own expense before the engagement begins.