Investment Banking Expert - Remote Part-Time

What You'll Do6

• Build a three-statement model and an LBO from a set of filings, then draft the grading rubric for evaluating a model's attempt.
• Review AI-generated comparable company analyses and precedent transactions, pointing out errors in multiples, calendarization, or peer selection.
• Grade model-written CIMs and pitch decks against the standard an MD would send, with reasoning for each deduction.
• Explain your judgment calls in writing so other graders and researchers can follow your logic.
• Flag unclear instructions or ambiguous prompts instead of guessing.
• Apply deal execution experience to test whether AI output matches real banking practice.

Requirements6

• Professional experience in financial modeling, valuation, or deal execution.
• Background in investment banking, private equity, private credit, corporate development, or a similar seat.
• Ability to write clear explanations of your reasoning.
• Comfort working on ambiguous tasks and escalating unclear instructions.
• Recent enough hands-on work building models and writing materials to explain the judgment behind them.
• Strong grasp of M&A, leveraged finance, restructuring, ECM/DCM, or buy-side investing.

Who Should Apply

Former or current bankers who have built three-statement models, LBOs, comps, and precedent transactions and can explain the choices behind them will fit this pool. The role suits people from bulge bracket advisory, elite boutiques, private equity, growth equity, private credit, distressed funds, or corporate development. Candidates who only oversaw work without building models or writing materials themselves tend to score low, even if their firm name is strong. The same goes for applicants who cannot describe their reasoning in writing or who need fully specified instructions before starting. This is not a fit for someone seeking a single full-time seat with a set start date and a traditional offer decision.

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