Investment Banking Expert - Remote

YO AI Labs; Oxford; Remote; GBP 90,000 - 150,000; Full time

Job summary

YO AI Labs seeks an Investment Banking Expert for a remote contractor role to contribute to financial modeling, valuation, transaction analysis, and industry research.

You will apply your senior experience to evaluate real-world financial analyses and help train AI systems, with no requirement for prior AI experience.

Responsibilities include building and reviewing models, preparing pitchbooks, and communicating complex concepts clearly to clients.

Qualifications

• Senior Associate or Vice President level in M&A or investment banking.
• Hands-on experience with live acquisition or sale processes.
• Advanced financial modeling and valuation skills.
• Experience with target screening, comps, and pitchbooks.
• Excellent written and verbal communication.

Responsibilities

• Conduct company and industry research to support financial analyses.
• Perform target screening, comps, and transaction analyses.
• Build, review, and troubleshoot Excel-based models.
• Prepare pitchbooks and client presentation materials.
• Explain accounting treatments and sensitivities clearly.

Skills

Excel financial modeling

Valuation

Scenario analysis

Financial analysis

Pitchbook preparation

Research (industry/company)

Written and verbal communication

Attention to detail

Tools

Excel

PowerPoint

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.