Investment Banking and M&A AI Evaluation Expert

You will help create realistic transaction settings so AI systems can be tested on complex investment banking and M&A work. You will also review AI-generated work for accuracy, completeness, analytical quality, and client-facing presentation.

The work combines transaction expertise with hands-on use of agentic AI tools, which can carry out multi-step tasks with limited direction.

• Build transaction environments with 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 confidential information memorandums, pitch books, valuation models, task instructions, and related deliverables.
• Create objective evaluation standards and independently assess AI-generated transaction work.

What it pays and takes

This is remote contractor work. The role is primarily intended for professionals in the United States and Canada, with the United Kingdom and Latin America also considered.

• Pay: $60 to $120 per hour equivalent, paid per task.
• Location: Remote; primarily intended for candidates in the United States and Canada, with the United Kingdom and Latin America also considered.
• Experience level: Entry level.
• Required experience: At least five years of professional experience in investment banking, M&A, or sell-side advisory.
• Required skills: Building valuation models, comparable-company analyses, confidential information memorandums, pitch books, and live-deal materials.
• Required AI experience: Hands-on use of agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.
• You must be able to turn complex transaction workflows into realistic scenarios, instructions, and evaluation standards.
• Helpful background: Corporate carve-outs, work at a top-tier investment bank or M&A advisory firm, and industrials sector expertise.
• Also helpful: Developing review standards, training junior professionals, writing internal playbooks, or performing benchmark and AI evaluation work.

How it works

Apply on OpenTrain with your resume and then complete the application on the hiring site.

About AI training work

AI training is the human work behind systems that learn from examples, including reviewing model answers, creating realistic tasks, and rating the quality of generated work. People with investment banking and M&A experience help assess whether AI can handle specialized transaction work accurately and usefully.