Investment Banking Associate

The work

The engagement calls for Investment Banking Associates to contribute their expertise to a project focused on building high-quality datasets that reflect authentic investment banking workflows. The work contributes professional knowledge and practical examples to AI training. This input supports how models learn, reason, and perform on real-world tasks. Previous AI experience is not required; domain knowledge is the relevant foundation.

What the work involves

• Develop, author, and refine project tasks that simulate core investment banking activities such as pitch book construction, valuation analysis, market updates, deal comparables, and precedent transaction reviews.
• Build and review complex financial models, including DCF, LBO, merger consequences, accretion/dilution, and trading/precedent comparables, ensuring analytical rigor and realism.
• Provide written analysis on deal rationale, strategic fit, capital structure, and prevailing market conditions at a standard expected by investment banking decision makers.
• Assess and provide feedback on AI-generated outputs for accuracy, professional formatting, and alignment with authentic IB workflows as seen in analyst or associate deliverables.
• Work alongside project leads to calibrate rubrics, quality standards, and address nuanced edge cases in financial reasoning and methodology.
• Ensure clarity, precision, and professionalism in all documentation and written communication, supporting the project's goal of training advanced language models.

Preferred qualifications

• 3–6+ years of hands-on experience in investment banking at a bulge-bracket, elite boutique, or leading middle-market platform (M&A, ECM, DCM, LevFin, or industry coverage).
• Completion of an MBA, Master’s in Finance, or equivalent advanced degree; graduates of top-tier programs (e.g. Wharton, LBS, INSEAD) are especially encouraged.
• Direct track record building financial models and pitch materials that were reviewed by Managing Directors or presented to clients.
• Exceptional communication skills in writing and speech, with the ability to deliver clear, concise, and client-ready documentation and commentary.
• Demonstrated mastery in valuation judgement, deal analysis, and financial analysis techniques across a range of transaction types.
• Close attention to detail with a commitment to delivering work that meets the highest standards of the investment banking profession.

Work arrangement

• Role Type: Contractor.
• Location: Remote.