Investment Banking & M&A Expert, Remote- Contract

Overview

This is a contract role focused on investment banking and M&A expertise, leveraging agentic AI tools to build and evaluate realistic transaction scenarios and valuation deliverables.

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).

Responsibilities

• Build realistic transaction environments that include:
  • Company information
  • Financial statements
  • Diligence materials
  • Deal context
• Design multi-step tasks covering:
  • Valuation
  • Comparable-company analysis
  • Financial modeling
  • Sell-side advisory workflow
• Use agentic AI tools to develop and review deal materials, including:
  • CIMs
  • Pitch books
  • Valuation models
  • Supporting deliverables
• Turn live-deal workflows into realistic scenarios, supporting files, and client-facing outputs.
• Work with AI agents to develop materials and independently verify quality.
• Create and assess objective evaluation criteria and review materials against those standards.

Requirements

• CPA
• 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
  • Client-facing materials for live deals
• Hands-on experience using agentic AI tools (general chatbot use alone is insufficient), including substantive work with tools such as:
  • 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

Not specified in the provided description.