Investment Banking AI Training Expert

About OpenTrain

OpenTrain AI is hiring an Investment Banking AI Training Expert for a remote, part-time contractor engagement. 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 apply in minutes.

AI training work gives experienced professionals a way to apply their expertise to cutting-edge systems while building a durable portfolio of contributions. Creating an OpenTrain account is free.

About AI Training Work

AI models learn from examples prepared, reviewed, and evaluated by people. In this role, your investment banking judgment will help assess the accuracy, logic, clarity, and usefulness of financial analysis and transaction-related materials used in AI training.

• Remote work completed through a computer and internet connection
• Flexible contractor engagement with a 20+ hour weekly time requirement
• Opportunity to apply practical transaction, valuation, and financial modeling expertise to AI development

The Role

OpenTrain AI is recruiting an Investment Banking AI Training Expert to support AI training through financial research, transaction analysis, valuation modeling, and expert review. You will apply practical investment banking judgment to company and industry research, target screening, comparable company analysis, Excel-based models, and pitchbook-style materials.

The work requires evaluating numerical accuracy and strategic logic, identifying weaknesses in transaction materials, and explaining complex financial concepts and model assumptions clearly to diverse audiences.

• Subject matter focus: investment banking financial analysis
• Work type: remote, part-time contractor engagement
• Pay: $175-$300 per hour
• Language: English
• Time requirement: 20+ hours per week

What You’ll Do

You will conduct and review detailed financial analysis while helping ensure that AI training materials reflect sound investment banking practices. The role combines hands-on modeling, transaction research, presentation development, and expert evaluation.

• Conduct company and industry research supporting financial data analysis and AI training initiatives
• Perform and review buyer or target screening, comparable company analysis, valuation work, and transaction modeling
• Build, update, and troubleshoot detailed Excel models
• Check methodological accuracy, logical consistency, and the clarity of model outputs
• Prepare and edit presentation and pitchbook-style materials for transaction execution scenarios and strategic rationale
• Identify numerical errors, weak strategy, unclear logic, accounting treatments, valuation adjustments, and deal sensitivities
• Explain how key assumptions influence analytical outcomes through clear written and verbal feedback

Required Experience and Skills

This role requires substantial investment banking experience and the ability to produce or evaluate high-quality, client-facing work. Candidates should be comfortable applying senior banker or client standards to analytical and presentation materials.

• M&A or industry-coverage experience involving live acquisition or sale processes
• Advanced Excel modeling skills, including valuation, transaction modeling, troubleshooting, and scenario analysis
• Direct experience with company and industry research, target screening, and comparable company analysis
• Experience preparing and reviewing pitchbook-style and client-facing transaction materials
• Ability to assess numerical accuracy, strategic logic, accounting issues, valuation adjustments, and model assumptions
• Strong written and verbal communication skills for explaining complex financial concepts
• Sound judgment in identifying quantitative inaccuracies and strategic weaknesses

Who Should Apply

A former Senior Associate, preferably in the third year, or Vice President from an M&A or industry-coverage team may be well suited to this engagement. Relevant backgrounds include leading investment banks, established M&A boutiques, and sector-focused advisory firms.

Although the structured experience level is listed as entry level, the role description calls for substantial professional transaction experience and advanced modeling capability. Applicants should evaluate their background against the detailed requirements before applying.

• Professionals with experience on live acquisition or sale processes
• Investment banking specialists who can build and review detailed Excel models
• Advisors experienced in pitchbooks, transaction materials, and client-facing deliverables
• Experts who can communicate financial concepts clearly to varied audiences

Engagement Details and Application

This is a remote contractor opportunity with part-time scheduling and a requirement of at least 20 hours per week. Compensation is $175-$300 per hour. Applications are available to candidates in the countries listed for this role, with English as the required working language.

Apply through OpenTrain AI to put your investment banking expertise to work in the rapidly growing field of AI training and data labeling. OpenTrain helps professionals discover relevant projects, present credible experience, and grow an AI training portfolio.

• Employment type: contractor and part time
• Work arrangement: remote
• Compensation: $175-$300 per hour
• Minimum time commitment: 20+ hours per week
• Application platform: OpenTrain