Investment Banking AI Research Contributor

About the Role

Aptura is looking for Subject Matter Experts from investment banking or M&A advisory who build merger models, pro formas and valuation work in Excel. You have used AI tools on your own work and been frustrated by the mistakes they make. You will turn that experience into realistic Excel tasks that test how well AI does the modelling work of an Investment Banking Analyst.

Responsibilities

• Writing realistic Excel tasks drawn from your own work: extending existing models, fixing broken ones and building from a brief

• Working through each task yourself so there is a clear, correct answer

• Writing yes-or-no criteria precise enough that a grader can mark any attempt against them

Necessary Qualifications

• 3+ years in investment banking, M&A advisory or corporate development

• Deep hands-on Excel: merger models, pro formas, purchase accounting, precedent transactions, football fields and financial functions

• Strong written English communication skills.

• Attention to detail, and willingness to learn concepts in AI and Evals

Additional Information

• Start Date : Immediate

• Duration: Approximately 4–6 weeks

• Payment: task-based. Experts who complete their first task within the required timeline will then be qualified to do multiple tasks for the remainder of the project.

Contract and Payment Terms

• You will be engaged as an independent contractor.

• This is a fully remote role that can be completed on your own schedule.

• Projects can be extended, shortened, or concluded early depending on needs and performance.

• Your work at Aptura will not involve access to confidential or proprietary information from any employer, client, or institution.

• Apply with your details and CV. After applying, choose an available 30-minute group walkthrough call.

• Attend the walkthrough and create one original task from your own work. Submit the brief, the actual input workbook(s) needed to complete it and a write-up of the expected result. Input-file uploads are compulsory.

• Write the brief yourself, without AI drafting, rewriting or polishing. Input workbooks must also be human-built. Use real data that has been sanitised, or public data with the source named.

• Use only materials you are authorised to share, with all confidential employer, client and personal information removed, including from hidden sheets, comments, pivot caches and external links.

• Submit through your account for automated screening and team review. Your task is run against current frontier AI models. If the models get it wrong, you then write a detailed yes-or-no rubric, and a reviewer signs off on the task with you. Follow any request for revisions in your account.

• Completing onboarding does not guarantee a job offer; selection remains subject to review of the task proposal.