AI-Powered Investment Banking & M&A Associate (Remote)

Synthires; California; Remote; USD 83,000 - 165,000; Part time

Benefits offered by this job

Remote work

Job summary

Synthires is seeking an Investment Banking & M&A Expert for a remote, contractor role. The position calls for hands-on valuation, CIM and pitch book experience, and the use of agentic AI tools to craft and review deal materials. Availability of 10+ hours per week is required, with 20+ hours preferred.

The ideal candidate has 5+ years in investment banking or sell‑side advisory and can operate across US/Canada time zones, with global flexibility. Compensation is hourly and task-based.

Qualifications

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

Responsibilities

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

Skills

Investment banking experience

M&A experience

AI tooling experience

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

Synthires is seeking an Investment Banking & M&A Expert for a remote, contractor role. The position calls for hands-on valuation, CIM and pitch book experience, and the use of agentic AI tools to craft and review deal materials. Availability of 10+ hours per week is required, with 20+ hours preferred.

The ideal candidate has 5+ years in investment banking or sell‑side advisory and can operate across US/Canada time zones, with global flexibility. Compensation is hourly and task-based.