Subject Matter Expert, Investment Banking

About The Team

OpenAI is building AI systems to assist professionals in performing complex, high-value work with greater efficiency, accuracy, and creativity. Investment banking is a demanding field requiring thorough research, financial analysis, and precise documentation. Our team collaborates across Research, Product, Engineering, and Go-to-Market to develop tools that enhance these processes. We focus on creating models and products that professionals can trust and use.

This role is based in San Francisco, CA. We adopt a hybrid work model with 3 days in the office per week and provide relocation assistance to new employees.

About The Role

We are seeking a Subject Matter Expert in Investment Banking to define the quality bar for AI-assisted investment banking work. You will translate real banking workflows into challenging tasks, evaluate model outputs, and collaborate with researchers and engineers to improve model performance.

• Define the quality bar for AI-assisted investment banking work across various areas.
• Create and refine banker-grade reference artifacts.
• Develop rigorous rubrics and grading methods.
• Evaluate model outputs and end-to-end workflows.
• Partner with researchers and engineers on evals, graders, datasets, and product integrations.
• Engage with customers and design partners to understand real-world standards and constraints.
• Prototype new workflows using OpenAI tools and assess their impact.

Qualifications

Required:

• 2+ years of investment banking experience, including live transaction execution and the production of high-quality analyses, financial models, and client materials.
• Strong command of core banking workflows across M&A, capital raising, strategic advisory, or related areas.
• Ability to build and review financial analyses in Excel and produce polished PowerPoint materials.
• Understanding of how work evolves from junior analyst to director.
• Excellent analytical judgment and ability to assess the appropriateness of approaches and evidence.
• Ability to translate expert intuition into clear standards and actionable feedback.

Preferred:

• Experience across multiple banking products, industry coverage groups, geographies, or transaction types.
• A track record of improving financial workflows through automation, templates, knowledge systems, data tools, process redesign, or new technology.
• Familiarity with evaluation design, quality assurance, benchmarking, data annotation, prompt design, or testing AI-enabled financial tools.

What You’ll Be Doing

• Translate real banking workflows into challenging, representative evaluation tasks.
• Create and refine banker-grade reference artifacts.
• Develop rigorous rubrics and grading methods.
• Evaluate model outputs and end-to-end workflows.
• Partner with researchers and engineers on evals, graders, datasets, and product integrations.
• Engage with customers and design partners to understand real-world standards and constraints.
• Prototype new workflows using OpenAI tools and assess their impact.

What We Offer

We offer a competitive compensation range of $185K - $205K, a hybrid work model, and relocation assistance. We are committed to fostering an inclusive environment and providing reasonable accommodations for qualified applicants with disabilities.