Remote Position

Investment Banking – M&A Advisory

🌍 Remote · United States 💼 Full-time

We Overview - We are sharing a specialised remote consulting opportunity for experienced Investment Banking and M&A Advisory Professionals with strong expertise in financial modelling, company valuation, transaction analysis, industry research, and client-facing investment banking deliverables to contribute their professional knowledge to advanced AI training and evaluation initiatives. - Selected professionals will develop and review sophisticated financial analyses, evaluate merger and acquisition scenarios, assess valuation methodologies, and provide structured expert feedback on AI-generated financial and transaction materials. - The work combines practical investment banking experience with quantitative analysis, strategic reasoning, Excel modelling, and transaction execution expertise to improve the accuracy, analytical capabilities, and professional quality of advanced AI systems. Prior experience with AI training projects is not required. Key Responsibilities - M&A Transaction Analysis & Strategic Advisory - Analyse realistic merger and acquisition scenarios involving potential buyers, acquisition targets, and transaction structures - Evaluate strategic rationale, transaction considerations, and relevant commercial assumptions across different industries - Apply practical M&A advisory experience to assess acquisition and divestiture opportunities - Review transaction analyses for financial consistency, commercial relevance, and alignment with stated strategic objectives - Identify weaknesses in transaction assumptions, strategic conclusions, and deal-related financial reasoning - Financial Modelling & Valuation Analysis - Develop, update, and validate detailed Excel-based financial models supporting company valuation and transaction analysis - Apply appropriate valuation methodologies, including comparable company analysis and relevant transaction-based approaches - Evaluate financial assumptions, accounting treatments, valuation adjustments, and analytical calculations - Perform scenario analysis and assess how changes in key assumptions influence valuation and transaction outcomes - Identify modelling errors, inconsistent formulas, and weaknesses in financial methodologies while providing technically justified corrections - Company Research & Buyer/Target Screening - Conduct detailed company and industry research to support realistic M&A advisory and investment banking scenarios - Evaluate potential acquisition targets and prospective buyers using appropriate financial and strategic criteria - Analyse company performance, competitive positioning, industry dynamics, and relevant market considerations - Develop and review comparable company analyses using appropriate financial metrics and valuation assumptions - Assess the quality, relevance, and logical consistency of research findings and screening methodologies - AI Training & Investment Banking Evaluation - Review AI-generated financial models, valuation analyses, transaction scenarios, and investment banking recommendations - Evaluate analytical outputs for numerical accuracy, methodological rigour, strategic relevance, and professional quality - Identify incorrect assumptions, valuation errors, accounting inconsistencies, and weaknesses in transaction reasoning - Develop clear reference explanations and structured corrections grounded in established investment banking practices - Provide expert feedback to improve AI performance across M&A advisory, financial modelling, valuation, and strategic transaction analysis - Pitchbook Development & Financial Quality Assurance - Prepare, review, and refine presentation materials reflecting realistic M&A advisory and transaction execution scenarios - Evaluate pitchbooks, transaction summaries, and client-facing deliverables for accuracy, clarity, and strategic coherence - Assess financial exhibits, valuation presentations, and analytical narratives for consistency with underlying models - Communicate sophisticated financial concepts, valuation adjustments, and transaction considerations through clear written explanations - Maintain high standards of analytical precision, professional presentation quality, and structured documentation across assigned deliverables Ideal Profile - Substantial professional experience in investment banking, mergers and acquisitions advisory, or related corporate finance activities - Previous experience as a Senior Associate, preferably at the third-year level, or Vice President in an M&A or industry-coverage team is strongly preferred - Experience at a leading investment bank, established M&A boutique, or sector-focused advisory firm is particularly relevant - Demonstrated hands-on involvement in live acquisition, divestiture, or other M&A transaction processes - Strong understanding of investment banking methodologies, transaction execution, and strategic corporate finance - Advanced

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