Financial Due Diligence & Transaction Accounting - Remote

YO AI Labs; United States; A distancia; USD 83.000 - 165.000; Jornada completa

Descripción de la vacante

YO AI Labs is seeking experienced investment banking and M&A professionals to craft realistic transaction scenarios and leverage AI agents to develop valuation models, deal materials, and financial deliverables.

The role requires 5+ years in investment banking, M&A, or sell-side advisory, with hands-on use of AI tools like Claude Code, Cursor, Codex, or Claude Cowork. Remote work from the US/Canada is preferred, with UK and Latin America considered.

Formación

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

Responsabilidades

• Build transaction environments using company information, financial statements, and due diligence materials.
• Design tasks involving valuation, comparable-company analysis, 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.

Conocimientos

Investment banking

M&A experience

Sell-side advisory

AI tools experience

Herramientas

Claude Code

Cursor

Codex

Claude Cowork

Descripción del empleo

Location: Anguilla; Antigua & Barbuda; Argentina; Aruba; Bahamas; Barbados; Belize; Bermuda; Bolivia; Brazil; Canada; Caribbean Netherlands; Cayman Islands; Chile; Colombia; Costa Rica; Cuba; Dominica; Dominican Republic; Ecuador; El Salvador; Falkland Islands; Grenada; Guatemala; Guyana; Haiti; Honduras; Jamaica; Mexico; Montserrat; Nicaragua; Panama; Paraguay; Peru; Puerto Rico; South Georgia & South Sandwich Islands; St. Kitts & Nevis; St. Lucia; St. Vincent & Grenadines; Suriname; Trinidad & Tobago; Turks & Caicos Islands; United Kingdom; United States; Uruguay; Venezuela

Job Title: Investment Banking & M&A Expert

Role Type: Contractor
Location: Remote (US/Canada preferred; UK and Latin America considered)
Time Commitment: 10+ hours/week; 20+ preferred

Job Overview

We are seeking experienced investment banking and M&A professionals to build realistic transaction scenarios and use AI agents to develop and evaluate valuation models, deal materials, and financial deliverables.

Key Responsibilities

• Build transaction environments using company information, financial statements, and due diligence materials.
• Design tasks involving valuation, comparable-company analysis, 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.

Required Qualifications

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

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 materials, or AI evaluation benchmarks.
• Availability for 20+ hours per week.

Selection Process

1. Application and screening questions.
2. AI interview.
3. Profile review.
4. Onboarding with the Talent Operations team.