# Investment Banking Expert

**Company:** [Weekday AI](http://jobs.workable.com/companies/pxG9rDgnvZm2c86JUchT1j.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Contract
**Department:** AI Training

[Apply for this job](http://jobs.workable.com/view/9105e961-d28c-4f33-a4bc-9c846bcdc7ca)

## Description

**This role is for one of our clients**

**Compensation: $150-$220 per hour**

Join a leading AI research initiative focused on improving how advanced AI systems understand and perform real-world investment banking work. We are seeking experienced investment banking professionals who can bring rigorous industry expertise to the evaluation of AI-generated and human-produced banking deliverables.

In this role, you will help define what high-quality investment banking work looks like by creating detailed evaluation criteria, reviewing completed work samples, and providing clear, evidence-based explanations for your assessments. Your expertise will help establish the standards used to measure the accuracy, quality, and professional relevance of AI systems.

## Requirements

### Key Responsibilities

-   Develop precise, task-specific grading criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, CIMs, transaction materials, deal memos, and board or investment committee presentations.
-   Evaluate AI-generated and human-produced work against established criteria and provide detailed written justifications for each assessment.
-   Assess the accuracy, completeness, analytical rigor, formatting, and professional quality of banking work products.
-   Apply consistent and objective judgment to ensure evaluation results are reproducible, defensible, and aligned with real-world investment banking standards.
-   Identify analytical errors, flawed assumptions, inconsistencies, formatting issues, and gaps in reasoning that could affect the quality of a deliverable.
-   Incorporate feedback from senior reviewers and continuously refine evaluation approaches and scoring frameworks.
-   Translate practical investment banking judgment into clear standards that can be applied to AI evaluation and training.

### Ideal Qualifications

-   **2+ years of professional investment banking experience**, preferably at the Associate level or above.
-   Experience at a leading global investment bank, elite advisory boutique, or comparable financial institution.
-   Background in **M&A, investment banking coverage, or capital markets**.
-   Strong command of core investment banking practices, including:

-   Three-statement financial modeling
-   DCF valuation
-   LBO modeling
-   Comparable company and precedent transaction analysis
-   Merger and transaction modeling
-   Valuation analysis and judgment
-   Deal-process documentation
-   Pitch books and CIMs
-   Board and investment committee materials

-   Strong understanding of the accuracy, presentation, formatting, and quality standards expected in professional investment banking deliverables.
-   Exceptional written communication skills, with the ability to clearly explain why a piece of work meets or falls short of professional standards.
-   Highly detail-oriented and consistent, with the ability to apply structured evaluation criteria objectively.
-   Comfortable receiving feedback and calibrating judgment against other experienced professionals.
-   Prior experience with **AI training, model evaluation, data annotation, or human-data projects** is a strong plus.

### Application Process

-   Submit your resume or relevant professional background to begin the application process.
-   Qualified candidates may be asked to complete a brief technical or domain-specific assessment.
-   Additional information about your investment banking experience may be requested during the evaluation process.

### Equal Opportunity

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

### Contract and Payment Terms

-   Engagement will be structured as an independent contractor opportunity.
-   This is a fully remote role with flexible scheduling.
-   Project duration and workload may vary based on program requirements and performance.
-   Work will focus exclusively on assigned evaluation and research activities and will not require access to confidential or proprietary information belonging to any current or former employer, client, or institution.
-   Payments will be made weekly through available payment platforms based on completed services.
-   Applicants requiring H-1B or STEM OPT sponsorship are not currently supported.