Investment Banking & M&A Expert

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.