Investment Banking & Financial Modeling Expert (Remote | $150 –$220/hr)

About the Opportunity

This opportunity is for experienced Investment Banking professionals interested in contributing to advanced AI research and evaluation projects.

The role focuses on evaluating how effectively AI systems perform real-world investment banking work.

Rather than producing traditional banking deliverables, you'll apply your professional expertise to define what excellent work looks like, develop task-specific evaluation criteria, and assess completed work samples using rigorous, well-reasoned judgment.

Responsibilities

• Design precise, task-specific evaluation criteria for real-world banking deliverables, including financial models, valuation analyses, pitch decks, CIMs, deal memoranda, and board or investment committee materials.
• Evaluate and score AI-generated and human-created work samples against established criteria.
• Provide detailed written justifications explaining the rationale behind each score.
• Apply consistent, evidence-based judgment to ensure evaluations are reproducible and defensible.
• Assess work for financial accuracy, analytical rigor, commercial judgment, presentation quality, and adherence to professional banking standards.
• Incorporate structured feedback from senior reviewers and continuously refine evaluation standards.

Required Qualifications

• 2+ years of professional Investment Banking experience, preferably at the Associate level or above.
• Experience at a leading global investment bank or elite advisory boutique, with exposure to M&A, industry coverage, or capital markets.
• Deep expertise in three-statement financial modeling, transaction modeling, DCF, LBO, comparable company analysis, merger analysis, and valuation.
• Strong understanding of investment banking workflows, transaction materials, and professional standards for bank-quality work.
• Ability to evaluate complex financial analyses, transaction materials, and investment recommendations.
• Exceptional written communication skills with the ability to clearly explain why work meets or falls short of professional standards.
• Strong attention to detail, consistency, and analytical judgment.
• Comfortable receiving feedback and calibrating professional judgment against established evaluation standards.

Preferred Qualifications

• Experience with M&A transactions, transaction execution, due diligence, financial analysis, or corporate finance.
• Experience reviewing or mentoring investment banking analysts and associates.
• Prior experience with AI training, model evaluation, data annotation, or human-feedback projects.
• Experience evaluating financial models, pitch materials, investment memoranda, or other professional banking deliverables.

Compensation

Competitive compensation of $150 –$220/hour.

Weekly payments.

Independent contractor engagement.

Application Process

Easy Apply on LinkedIn

Check Email for Next Steps

Participate in Resume Evaluation & Interview Stage