Investment Banking Expert - Remote

YO AI Labs; Ottawa; Remote; CAD 213,000 - 298,000; Full time

Job summary

YO AI Labs is seeking an Investment Banking Expert to contribute to a remote client project, focusing on financial modeling, valuation, transaction analysis, and industry research. You will apply senior IB skills to real-world financial challenges and help train AI systems.

The role emphasizes live deal experience, detailed analysis, and clear communication while operating remotely with flexible collaboration across teams.

Qualifications

• Senior Associate or VP level experience in M&A or investment banking.
• Hands-on experience with live acquisition or sale processes.
• Strong Excel financial modeling and valuation skills.
• Experience with target screening and comps analysis.
• Ability to explain complex financial concepts clearly.
• Excellent written and verbal communication.

Responsibilities

• Conduct company and industry research to support financial analysis and AI training.
• Perform target screening, comps, and transaction analysis.
• Build and review Excel-based financial and valuation models.
• Prepare pitchbooks and client presentation materials.
• Identify numerical errors and valuation issues in financial data.
• Explain accounting treatments, valuation adjustments, and sensitivities.
• Provide clear written and verbal explanations of complex financial concepts.

Skills

Excel financial modeling

Valuation

M&A experience

Pitchbook prep

Transaction analysis

Industry research

Financial analysis

Communication skills

Tools

Excel

Job description

Investment Banking Expert

Role Type: Contractor
Location: Remote

We are seeking experienced Investment Banking Experts to contribute to a customer project focused on financial modeling, valuation, transaction analysis, and industry research.

You'll apply your investment banking expertise to evaluate real-world financial analysis and help train next-generation AI systems. No prior AI experience is required.

Scope of Work

• Conduct company and industry research to support financial analysis and AI training.
• Perform target screening, comparable company analysis, and transaction analysis.
• Build, review, and troubleshoot Excel-based financial and valuation models.
• Prepare and review pitchbooks and client presentation materials.
• Analyze financial materials for numerical errors, valuation issues, and logical inconsistencies.
• Explain accounting treatments, valuation adjustments, assumptions, and transaction sensitivities.
• Provide clear written and verbal explanations of complex financial concepts.

Preferred Qualifications

• Experience as a Senior Associate or Vice President in M&A, investment banking, or industry coverage.
• Hands-on experience with live acquisition or sale processes.
• Strong expertise in Excel financial modeling, valuation, and scenario analysis.
• Experience with company research, target screening, comparable company analysis, and pitchbook preparation.
• Ability to review and improve analytical and client-facing materials.
• Excellent written and verbal communication skills.
• Strong attention to detail, analytical thinking, and problem-solving abilities.