AI-Driven Investment Banking & M&A Expert (Remote)

YO AI Labs; United States; Remote; USD 83,000 - 138,000; Part time

Job summary

YO AI Labs is seeking an Investment Banking & M&A expert contractor to design and evaluate transaction scenarios using AI agents. Remote work with US/Canada preferred; UK and Latin America considered.

The role requires building valuation models, CIMs, pitch books, and live-deal materials. You'll collaborate with senior bankers to develop and review materials, set evaluation criteria, and ensure deliverables meet client needs.

Qualifications

• 5+ years in investment banking, M&A, or sell-side advisory.
• Experience preparing valuation models, comparable analyses, CIMs, and pitch books for live deals.
• Hands-on experience with agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.

Responsibilities

• Build transaction environments using company information, financial statements, and due diligence materials.
• Design tasks involving valuation, comparable-company analyses, financial modeling, and sell-side advisory.
• Develop and review CIMs, pitch books, valuation models, and supporting documents using AI agents.
• Create task instructions and objective evaluation criteria.

Skills

Investment Banking Experience

M&A Expertise

Valuation Modeling

CIMs & Pitch Books

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

YO AI Labs is seeking an Investment Banking & M&A expert contractor to design and evaluate transaction scenarios using AI agents. Remote work with US/Canada preferred; UK and Latin America considered.

The role requires building valuation models, CIMs, pitch books, and live-deal materials. You'll collaborate with senior bankers to develop and review materials, set evaluation criteria, and ensure deliverables meet client needs.