Investment Banking Expert - Remote

YO AI Labs; Kraków; Remote; PLN 120,000 - 180,000; Part time

Job summary

YO AI Labs is seeking an Investment Banking Expert for a remote role to contribute to financial modeling, valuation, transaction analysis, and industry research for AI training projects. The candidate should possess senior associate or VP-level M&A or investment banking experience, with hands-on deal involvement and advanced Excel modeling.

You will build valuation models, prepare pitchbooks, and clearly communicate complex financial concepts.

Qualifications

• Senior Associate or VP level experience in M&A/investment banking
• Hands-on live acquisition or sale experience
• Strong Excel financial modeling and valuation skills
• Experience with target screening, comparables, and pitchbook prep
• Able to review and improve client-facing materials
• Excellent written and verbal communication skills

Responsibilities

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

Skills

Investment banking

M&A

Financial modeling

Valuation

Scenario analysis

Pitchbooks

Client communication

Attention to detail

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.