Investment Banking & M&A Expert

Investment bankers and M&A advisers turn live-deal workflows into realistic transaction environments with company information, financial statements, diligence files and deal context. Using agentic AI tools, they build and check valuation models, comparable-company analyses, CIMs and pitch books, and write the task instructions and grading criteria. Each task takes about 3 hours after roughly 15 hours of initial setup, on a remote contract.

What you would do

• Assemble deal environments with company data, financial statements, diligence files and deal context
• Design multi-step tasks covering valuation, comps, financial modeling and sell-side advisory work
• Work with agentic AI tools to create and review CIMs, pitch books and valuation models
• Write task instructions and objective criteria for grading the results

What the listing asks for

• 5 or more years in investment banking, M&A or sell-side advisory
• Hands-on experience building valuation models, comps, CIMs, pitch books and client materials for live deals
• Hands-on use of agentic AI tools such as Claude Code, Cursor, Codex or Claude Cowork; chatbot use alone does not count
• At least 10 hours a week
• Preferred: corporate carve-out experience (strongly preferred), top-tier bank or advisory firm, industrials, or AI evaluation work

Suits bankers and M&A advisers who have built models and CIMs for live deals and already use coding agents such as Claude Code or Cursor.

Listed pay: $60 to $120 per hour, with compensation paid per task that meets project specifications. Where: Remote, US or Canada preferred, UK and Latin America also considered. Time: At least 10 hours a week, 20 or more preferred. Contract work for micro1, a company that hires experts for AI training projects.

Applications go through micro1's own site. AI Trainer Guide is an independent guide to AI training work, not micro1 or its recruiter. The apply link on our page is a referral link: micro1 may pay us if it hires you, at no cost to you.