AI-Driven IB & M&A Consultant (Remote)

Synthires; United States; Remote; USD 83,000 - 165,000; Part time

Job summary

Synthires is seeking an Investment Banking & M&A Expert for remote, contractor work. You will apply deep investment-banking and valuation skills to build client-ready deal environments, develop scenarios, and review AI-generated materials. Hands-on use of agentic AI tools is required.

Responsibilities include creating CIMs, pitch books, and valuation models, and ensuring the accuracy of all client deliverables. 20+ hours weekly preferred, with remote collaboration across US/Canada and beyond.

Qualifications

• 5+ years in investment banking/M&A or sell-side advisory.
• Hands-on with valuation models, CIMs, pitch books, and live-deal client materials.
• Experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.

Responsibilities

• Build realistic transaction environments using company information, financials, diligence materials, and deal context.
• Design multi-step tasks involving valuation, comps, financial modeling, and sell-side advisory.
• Use AI agents to develop and review CIMs, pitch books, valuation models, and supporting materials.
• Independently verify accuracy and quality of AI-generated deliverables.
• Create objective evaluation criteria and realistic transaction workflows.

Skills

Investment banking

M&A experience

Valuation modeling

Pitch books

CIMs review

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

Synthires is seeking an Investment Banking & M&A Expert for remote, contractor work. You will apply deep investment-banking and valuation skills to build client-ready deal environments, develop scenarios, and review AI-generated materials. Hands-on use of agentic AI tools is required.

Responsibilities include creating CIMs, pitch books, and valuation models, and ensuring the accuracy of all client deliverables. 20+ hours weekly preferred, with remote collaboration across US/Canada and beyond.