Investment Banking Analyst (Remote)

Overview

This contractor role involves building realistic investment banking and M&A transaction scenarios and using agentic AI tools to create and evaluate valuation models and deal materials.

• Role Type: Contractor
• Location: Remote — US/Canada preferred; UK and Latin America also considered
• Pay: $60–120/hr (paid per task)

Responsibilities

• Build realistic transaction environments that include company information, financial statements, diligence materials, and deal context.
• Design multi-step tasks covering valuation, comparable-company analysis, financial modeling, and sell-side advisory.
• Use agentic AI tools to develop and review deal deliverables, including:
  • CIMs
  • pitch books
  • valuation models
  • supporting deliverables
• Turn live-deal workflows into realistic scenarios and client-facing materials.
• Independently verify the quality of AI-generated materials and objective evaluation criteria.

Required Qualifications

• 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
• Hands-on experience building valuation models and comparable-company analyses, and producing CIMs, pitch books, and other client-facing materials for live deals.
• Hands-on experience using agentic AI tools for substantive work (general chatbot use alone is insufficient), including experience with one or more of:
  • Claude Code
  • Cursor
  • Codex
  • Claude Cowork

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.

Compensation & Benefits

• $60–120/hr, paid per task.

Location

• Remote — US/Canada preferred; UK and Latin America also considered