Mergers & Acquisitions (M&A) Analyst - Remote

Key Responsibilities

• Evaluate and refine AI model responses involving M&A analysis, valuation, transaction structuring, due diligence, and strategic finance.
• Review AI-generated prompts, model outputs, financial reasoning, assumptions, calculations, and written explanations for accuracy and professional quality.
• Identify errors in merger models, accretion/dilution logic, enterprise value calculations, purchase accounting, synergy assumptions, and financing structures.
• Provide structured feedback that explains why an answer is correct, incomplete, misleading, or analytically unsound.
• Design or review challenging M&A scenarios that test whether models can reason through real-world transaction complexity.
• Shape AI communication standards for finance-related responses, ensuring outputs are clear, precise, appropriately caveated, and suitable for professional users.
• Support benchmarking efforts by comparing AI-generated responses against expert-level financial analysis and transaction best practices.
• Review and refine AI-generated prompts and responses to improve consistency, factual accuracy, and analytical depth across M&A workflows.

Requirements

• 3+ years of hands-on experience in mergers and acquisitions, investment banking, corporate development, private equity, transaction advisory, or a closely related field.
• Significant hands-on work with financial modeling, including DCF analysis, comparable company analysis, precedent transactions, merger models, and accretion/dilution analysis.
• Deep knowledge of M&A transaction processes, deal structuring, due diligence, valuation methodologies, financing considerations, and strategic rationale.
• Strong understanding of financial statements, enterprise value, equity value, working capital, purchase accounting, synergies, tax considerations, and shareholder impact.
• Proven experience evaluating complex business combinations, acquisition targets, transaction assumptions, and investment committee-style recommendations.
• Demonstrated experience in preparing, reviewing, or advising on transaction materials such as CIMs, management presentations, board materials, diligence reports, or investment memos.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required; MBA, CFA, CPA, or relevant advanced credential preferred.
• Previous experience with AI data training, annotation, or evaluating AI-generated technical content is a strong plus.