Investment Banking & M&A Expert

Micro1; India; Remote; INR 7,761,000 - 15,522,000; Full time

Job summary

Cashback24x7 is seeking an Investment Banking & M&A expert to work as a contractor on remote engagements (US/Canada preferred; UK and Latin America also considered). The role focuses on building realistic transaction environments, creating valuation models, CIMs, pitch books, and other deal materials with the help of agentic AI tools.

You will review and develop materials for live deals, including client-facing dashboards, while contributing to multi-step tasks and evaluation criteria.

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.

Responsibilities

• Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
• Design multi-step tasks involving valuation, comparable-company analysis, financial modelling, and sell-side advisory.
• Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.

Skills

Investment Banking

M&A

Valuation Modeling

Client Materials

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

Role Title

Investment Banking & M&A Expert

Role Type

Contractor

Location

Remote - US/Canada preferred; UK and Latin America also considered

Pay

$60-120/hr. Paid per task

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.

Micro1 is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.

Tasks

Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.

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 modelling, 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.