Finance Expert

Role Description

The Investment Banking Expert will be responsible for:

• Reviewing and evaluating AI-generated outputs related to financial modeling, valuation methodologies, pitch materials, and deal structuring.
• Creating realistic scenarios based on investment banking workflows such as deal screening, due diligence, and syndication processes.
• Annotating, labeling, and validating data across investment banking use cases like financial statement analysis and capital structure optimization.
• Providing structured feedback on AI accuracy in areas like SEC regulations, deal documentation, and financial terminology.
• Collaborating asynchronously with research teams to refine evaluation frameworks for financial services AI.

Qualifications

• 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank.
• Background in areas such as M&A advisory, equity or debt capital markets, leveraged finance, or restructuring.
• Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks.
• Clear written communication and attention to detail.
• Preferred: Series 7, 63, 79 or CFA designation.
• Experience in industry coverage groups like TMT, healthcare, industrials, or FIG.

Requirements

• Task Completion Pay: Competitive and based on task quality.
• Performance Bonus: Weekly bonus incentive for top performers.
• Hourly Opportunity: Transition to an hourly compensation model for sustained quality.

Application Process

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check: Interview Process
• For any help or support, reach out to: View email address on remotive.com
• PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.