Investment Banking M&A Advisory AI Training Expert

You will help improve AI systems that perform financial analysis, modeling, and industry research. Your work will use practical M&A transaction experience to assess whether analytical and presentation materials are accurate, logical, and clear.

You will review examples, identify problems, and give feedback that helps AI systems produce stronger financial reasoning and communication.

• Research companies and industries for financial analysis and AI training.
• Review buyer and target screening, comparable company analysis, and transaction models.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Perform scenario analysis and sensitivity reviews.
• Prepare and edit pitchbook-style materials covering transaction scenarios and strategic rationale.
• Find numerical errors, weak strategy, unclear logic, and inconsistent assumptions in sample materials.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and the effect of key assumptions.
• Communicate complex financial concepts clearly in writing and conversation.

This is a remote, part-time contractor role for people with substantial hands-on experience in acquisition or sale processes and strong financial judgment.

• Language: Fluent in English.
• Experience: Substantial hands-on experience with live acquisition or sale processes.
• Skills: Strong Excel modeling, including troubleshooting, scenario analysis, and clear presentation of outputs.
• Background: Company and industry research, target screening, comparable company analysis, and pitchbook preparation.
• Quality standards: Ability to review materials against senior banker or client standards and identify quantitative and strategic weaknesses.
• Communication: Exceptional written and verbal communication, with clear, accurate, actionable feedback.
• Relevant backgrounds include Senior Associate or Vice President work on M&A or industry-coverage teams, investment banking, M&A boutiques, or sector-focused advisory firms.