Overview
This role involves helping evaluate and improve the financial and transaction reasoning of advanced AI models. Work will be delivered through project-based assignments focused on professional finance and transaction analysis.
Responsibilities
- Evaluate and improve the financial and transaction reasoning of advanced AI models.
- Complete project-based assignments involving:
- investment banking
- valuation
- mergers and acquisitions
- financing
- transaction analysis
- Review AI-generated materials, including:
- financial analyses
- company profiles
- valuation outputs
- pitch materials
- transaction-related deliverables
- Develop clear scoring criteria defining what makes an analysis:
- accurate
- complete
- defensible
- ready for senior review
- Identify issues such as:
- calculation errors
- methodological problems
- unsupported assumptions
- inconsistent figures
- missing transaction considerations
- Provide concise, structured written feedback explaining evaluations.
- Participate in occasional task-development, rubric-writing, or quality-review assignments.
Requirements
- Professional experience in one or more of the following areas:
- investment banking
- mergers and acquisitions
- leveraged finance
- restructuring
- capital markets
- valuation
- transaction advisory
- or a closely related field
- Experience building or reviewing financial models and transaction-related materials.
- Familiarity with analyses such as:
- comparable companies
- precedent transactions
- discounted cash flow
- accretion and dilution
- leveraged buyouts
- capital structure
- Strong ability to identify both numerical errors and conceptual weaknesses in financial work.
- Ability to distinguish material financial issues from minor formatting or firm-specific style differences.
- Excellent written communication and attention to detail.
Preferred Qualifications
- Experience reviewing analyst or associate work.
- Experience training junior bankers.
- Experience performing quality control.
Compensation & Benefits
- Fully remote, independent contract work.
- Flexible scheduling with no fixed weekly-hour requirement unless stated for a specific project.
- Project availability and volume may vary.
- High-performing contributors may receive access to additional task-development and review work.
Location