Investment Banking AI Evaluation Consultant

About OpenTrain

OpenTrain AI is the hiring and contracting organization for this role. OpenTrain is the #1 platform for finding and building careers in AI training and data labeling, helping specialists discover projects, build a professional profile, and grow their experience in a rapidly developing field.

• Remote contract opportunity for professionals based in the United States
• Part-time engagement requiring 20+ hours per week
• Compensation of $100–$200 USD per hour

About AI Training Work

AI training is the human side of building artificial intelligence. Expert contributors create realistic examples, review model responses, and explain what makes an output accurate, useful, and professionally sound. This work helps shape how advanced AI systems perform in specialized fields such as finance.

• Apply real-world professional expertise to cutting-edge AI systems
• Evaluate generated content for accuracy, clarity, structure, and quality
• Work remotely with flexible, part-time opportunities in a fast-growing industry

The Role

OpenTrain AI is seeking an Investment Banking AI Evaluation Consultant to help train next-generation AI systems through expert-created assignments, realistic banking deliverables, and structured evaluation. You will bring bulge-bracket or elite-boutique investment banking judgment to work involving pitch preparation, sector coverage, deal execution, client updates, and the presentation of financial modeling outputs.

This role is intended for US-based contractors with strong command of professional banking communication. The platform classification lists the opportunity as entry level, but the role requires at least three years of relevant investment banking experience and demonstrated client-facing deliverable experience.

• Work remotely as a part-time contractor
• Contribute 20+ hours per week
• Use professional banking judgment to improve AI-generated work

What You'll Do

You will design assignments that reflect authentic investment banking workflows and assess whether AI-generated materials meet professional standards. Your evaluations will distinguish polished, pitch-ready deliverables from early drafts and provide practical guidance for improving financial communication.

• Create assignments based on realistic investment banking workflows
• Produce and critique associate-to-VP-level pitchbooks, CIMs, deal memos, and market analyses
• Evaluate model-generated outputs for numerical accuracy and structural integrity
• Assess narrative polish and adherence to banking communication standards
• Build detailed rubrics that distinguish pitch-ready materials from early drafts
• Identify and annotate failure modes, including incorrect valuation multiples, vague language, and weak transaction rationales
• Provide guidance on presenting financial modeling outputs in persuasive client-facing documents

Requirements

Applicants should have substantial investment banking experience and the ability to evaluate both quantitative analysis and professional written communication. Strong judgment about transaction rationale, market conventions, and deliverable quality is essential.

• At least three years of experience at a bulge-bracket or elite-boutique investment banking firm
• Experience producing pitchbooks, confidential information memoranda, deal memos, market analyses, or comparable client-facing deliverables
• Advanced financial modeling skills
• Exceptional written English and strong command of banking terminology
• Strong numerical precision when reviewing financial outputs and valuation multiples
• Ability to translate quantitative analysis into clear, persuasive narratives
• Sound judgment regarding deliverable structure, transaction rationale, and narrative quality

Preferred Background

Experience in coverage or product groups, persuasive communication techniques, and advanced finance education can strengthen your fit for this work.

• MBA, MSc in Finance, or relevant certification
• Familiarity with investment banking coverage or product groups
• Experience presenting complex analysis through persuasive client-facing communication

Build Your AI Training Career

OpenTrain gives freelancers one place to manage AI training opportunities, showcase credible experience, and build a portfolio they control. By applying your investment banking expertise to model evaluation, you can contribute directly to how AI systems understand financial analysis and professional banking work.

• Create a free OpenTrain account
• Build a profile that highlights your specialized experience
• Discover AI training work aligned with your professional background
• Grow a long-term portfolio in AI training and data labeling