Role Description
This is a fully remote position, open to candidates based in 55 countries, including United States, United Kingdom, Canada, Germany, India, France, Netherlands, Singapore.
We are engaging Investment Banking – M&A Advisory to contribute to a customer’s project focused on enhancing financial data analysis, modeling, and industry research processes. In this role, you’ll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.
Scope of Work
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Conduct comprehensive company and industry research to inform data-driven AI training initiatives.
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Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks.
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Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency.
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Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale.
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Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement.
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Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes.
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Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills.
Qualifications
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Experience as a former Senior Associate (preferably third-year) or Vice President from an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm.
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Substantial hands-on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client-facing deliverables.
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Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards.
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Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale.
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Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation.
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Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback.
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Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials.
Company Description
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