Investment Banking & M&A Expert

What You'll Do6

• Construct 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 CIMs, pitch books, valuation models, and supporting deliverables.
• Create task instructions and objective evaluation criteria that measure AI performance on complex transaction work.
• Independently verify the quality of materials produced with AI agents.
• Turn live-deal workflows into realistic scenarios and client-facing deliverables.

Requirements9

• 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, and client-facing materials for live deals.
• Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
• Corporate carve-out experience is strongly preferred.
• Experience at a top-tier investment bank or M&A advisory firm is preferred.
• Industrials sector experience is preferred.
• Experience developing review standards, training junior professionals, or writing internal playbooks is preferred.
• Prior benchmark development or AI evaluation experience is preferred.
• Availability for 20+ hours per week is preferred.

Who Should Apply

The ideal candidate has 5+ years in investment banking or M&A, has built valuation models and client materials for live deals, and has used agentic AI tools like Claude Code or Cursor for substantive work. Corporate carve-out experience and a background at a top-tier bank or advisory firm are strong pluses.

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