Investment Banking & M&A Expert, Remote- Contract

Role Title: Investment Banking & M&A Expert

Role Type: Contract

Location: Remote - US/Canada preferred; UK and Latin America also considered

Time commitment: 10+ hours/week required; 20+ preferred.

Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.

Required Skills:

• CPA

• AI Agents

Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.

You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.

Scope of Work:

• Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.

• Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.

• Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.

Required Qualifications:

• 5+ years of professional experience in investment banking, M&A, or sell-side advisory.

• Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.

• Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.

Preferred Qualifications:

• Corporate carve-out experience — strongly preferred.

• Experience at a top-tier investment bank or M&A advisory firm.

• Industrials sector experience.

• Experience developing review standards, training junior professionals, or writing internal playbooks.

• Prior benchmark development or AI evaluation experience.

• Availability for 20+ hours per week.