Overview
This role involves serving as an experienced Investment Banking domain expert on a contract basis to support the development of generative AI tools focused on financial modeling and transaction analysis. The position requires leveraging real-world investment banking expertise to help AI systems learn to perform core banking tasks at a professional standard by creating, evaluating, and refining transaction-oriented analyses.
Responsibilities
- Produce high-quality investment banking deliverables to train and evaluate AI systems, including:
- Valuation analyses (DCF, trading comparables, precedent transactions)
- M&A and capital markets financial models
- Accretion/dilution and pro forma analyses
- Transaction scenarios and sensitivity analyses
- Build financial models adhering to industry-standard conventions, structure, and presentation
- Decompose complex transaction logic into clear, step-by-step reasoning for AI learning
- Review and assess AI-generated banking outputs for financial accuracy, internal consistency, sound assumptions, professional formatting, and analytical rigor
- Provide detailed feedback to improve model reliability, realism, and edge-case handling
- Collaborate asynchronously with product, research, and engineering teams to refine task definitions and evaluation criteria
Requirements
- 3-7 years of experience in investment banking, corporate finance, or transaction-focused advisory roles
- Strong technical foundation in financial modeling, valuation, M&A, capital markets transactions, accounting, and financial statement analysis
- Deep familiarity with the structure, review, and presentation of banking analyses
- Ability to clearly explain modeling and valuation decisions
- High attention to detail and quality standards
- Comfortable working independently in a remote, project-based environment
- Interest in the intersection of finance and artificial intelligence
Preferred Qualifications
- Experience across multiple transaction types such as M&A, IPOs, debt offerings, and restructurings
- Exposure to both pitch and execution work
- Prior experience mentoring or reviewing junior analysts’ work
- Curiosity about how automation and AI may augment financial services workflows
Compensation & Benefits
- Medical, dental, and vision insurance with 100% company-paid premiums
- Unlimited paid time off
- 26 weeks of fully paid parental leave (paternity and maternity)
- 401(k) plan with 6% employer matching
- Generous company matching on donations to non-profit charities
- Up to $20,000 tuition assistance toward degree programs
- Up to $4,000 per year for ongoing professional education such as industry conferences
- Snacks, drinks, and regularly catered lunches
- Dog-friendly office environment (Cambridge office)
- Bike sharing program memberships
- Compassion leave and elder care leave
- Mentoring and additional learning opportunities
- Opportunities to expand professional network and participate in conferences and events
Location
New York, New York, United States
Job ID: 327770
Posted On: 2026-04-08