Investment Banking AI Training Associate

OpenTrain AI, Inc.; United States; Hybrid; USD 62,000 - 138,000; Part time

Job summary

OpenTrain AI, Inc. seeks a remote contractor to help create and refine training data reflecting real investment banking workflows. You will design tasks, write financial analyses, review models, and assess AI outputs for accuracy and professional formatting, suitable for analyst- and associate-level work.

You will calibrate rubrics, ensure precise documentation, and contribute to maintaining high-quality investment banking deliverables with strong financial judgment.

Qualifications

• 3–6+ years in investment banking, including M&A, ECM, DCM, LevFin, or industry coverage.
• Experience building financial models and pitch materials reviewed by MDs or clients.
• MBA, Master's in Finance, or equivalent advanced degree.

Responsibilities

• Design tasks, write financial analysis, review models, and assess AI outputs for accuracy and formatting.
• Create and refine tasks covering pitch books, valuation analysis, market updates, deal comparables, and precedent transaction reviews.
• Develop and review DCF, LBO, merger consequences, accretion and dilution, trading comparables, and precedent transaction models.
• Write analysis covering deal rationale, strategic fit, capital structure, and market conditions.
• Evaluate AI-generated work for accuracy, professional formatting, and alignment with investment banking deliverables.
• Help calibrate rubrics and quality standards, including complex financial reasoning edge cases.
• Maintain clear, precise, professional documentation and written communication.

Skills

Investment banking

Financial modeling

Valuation

Deal analysis

Written communication

Attention to detail

Education

MBA or Masters in Finance

Job description

The work

You will help create training data that reflects real investment banking workflows. The work combines investment banking judgment with structured review of AI-generated deliverables.

You will design tasks, write financial analysis, review models, and assess whether AI outputs are accurate, professionally formatted, and suitable for analyst- and associate-level work.

• Create and refine tasks covering pitch books, valuation analysis, market updates, deal comparables, and precedent transaction reviews.
• Develop and review DCF, LBO, merger consequences, accretion and dilution, trading comparable, and precedent transaction models.
• Write analysis covering deal rationale, strategic fit, capital structure, and market conditions.
• Evaluate AI-generated work for accuracy, professional formatting, and alignment with investment banking deliverables.
• Help calibrate rubrics and quality standards, including for complex financial reasoning and methodology edge cases.
• Maintain clear, precise, professional documentation and written communication.

What it pays and takes

This is a remote contractor role focused on investment banking workflow review. The work is in English and requires substantial hands-on experience in investment banking.

• Pay: $45-$100 USD per hour, with final engagement terms confirmed.
• Hours: 20 or more hours per week.
• Location: Remote, with eligibility limited to the countries listed for this role.
• Language: English.
• Experience: 3-6 or more years in investment banking, including M&A, ECM, DCM, LevFin, or industry coverage.
• Background: Experience building financial models and pitch materials reviewed by Managing Directors or presented to clients.
• Expertise: Strong valuation, deal analysis, and financial analysis judgment.
• Education: MBA, Master's in Finance, or an equivalent advanced degree.
• Other requirements: Excellent written and verbal communication, close attention to detail, and the ability to produce concise, client-ready commentary.

About AI training work

AI training is the human work behind systems that generate and evaluate text, analysis, and other outputs. Experienced professionals are paid to review examples and apply specialist judgment so models produce more accurate, useful work.