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Investment Banking Associate | Remote - Contract

Xperteez Technology
  • 🇺🇸 United States
  • Remote
  • 1 day ago
  • AI

Not enough detail in this posting to match

Role Title: Investment Banking Associate

Role Type:Contractor

Location: Remote

We are engaging Investment Banking Associates to contribute domain-specific expertise to a customer’s high-impact project. In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input.

Required Skills

  • financial modeling

  • valuation analysis

  • deal execution

  • market analysis

  • financial statement analysis

  • written communication

  • attention to detail

  • feedback delivery

  • remote collaboration

  • industry documentation knowledge

Scope of Work

  • Evaluate and annotate complex financial materials, transaction documents, and case studies to enrich AI learning datasets.

  • Draft, review, and edit project deliverables including pitchbooks, valuation models, and market analysis summaries for accuracy and clarity.

  • Simulate and document real-world investment scenarios to improve model understanding of industry practices and deal processes.

  • Provide detailed, written feedback on AI-generated financial content with a focus on precision, relevance, and professionalism.

  • Curate and synthesize financial data to support scenario creation and decision-making exercises within the project scope.

  • Identify and communicate nuanced industry concepts and terminology essential to authentic investment banking operations.

  • Collaborate virtually with project coordinators to ensure deliverables align with project guidelines and client expectations.

Preferred Qualifications

  • Current or recent experience as an Investment Banking Associate (any level) or Analyst (2nd year+), or equivalent role within Sales & Trading.

  • Demonstrated expertise in financial modeling, valuation, and deal execution processes.

  • Excellent written and verbal communication skills with an emphasis on clarity and detail.

  • Proven ability to interpret and analyze financial statements, transaction documents, and market data.

  • Strong attention to detail and ability to provide constructive, actionable feedback on complex materials.

  • Ability to work independently and manage multiple deliverables within defined project milestones.

  • Familiarity with industry-standard documentation, regulatory considerations, and deal structuring nuances.

Investment Banking Associate | Remote - Contract · Xperteez Technology

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