Investment Banking & M&A Expert, Remote- Contract
Role Title: Investment Banking & M&A Expert
Role Type: Contract
Location: Remote - US/Canada preferred; UK and Latin America also considered
Time commitment: 10+ hours/week required; 20+ preferred.
Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.
Required Skills:
CPA
AI Agents
Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.
You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.
Scope of Work:
Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.
Required Qualifications:
5+ years of professional experience in investment banking, M&A, or sell-side advisory.
Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
Preferred Qualifications:
Corporate carve-out experience — strongly preferred.
Experience at a top-tier investment bank or M&A advisory firm.
Industrials sector experience.
Experience developing review standards, training junior professionals, or writing internal playbooks.
Prior benchmark development or AI evaluation experience.
Availability for 20+ hours per week.