Investment Banking AI Training Expert

OpenTrain AI, Inc.; Northern (KY); Hybrid; USD 241,000 - 413,000; Part time

Job summary

OpenTrain AI, Inc. is seeking an experienced investment banking professional to support AI training through financial research, transaction analysis, and modeling. The role emphasizes checking numerical accuracy and the logic behind materials, with remote, part-time hours.

You will screen targets, build and refine Excel models, review valuation work, and prepare pitchbook-like materials for deal scenarios, while clearly explaining key assumptions to stakeholders.

Qualifications

• Experience with live acquisition or sale processes and client-facing deliverables.
• Advanced Excel modeling, troubleshooting, scenario analysis, and clear output presentation.
• Experience with company and industry research, target screening, comparable company analysis, and pitchbook preparation.
• Ability to review analytics and presentation materials against senior banker or client standards.
• Strong written and verbal communication, sound judgment, and ability to explain complex financial concepts to varied audiences.

Responsibilities

• Research companies and industries to support financial data analysis and AI training.
• Screen buyers or targets and perform comparable company analysis.
• Build, update, and troubleshoot detailed Excel models.
• Review valuation work and transaction models for accuracy and logical consistency.
• Prepare and edit presentation and pitchbook-style materials for transaction scenarios.
• Identify numerical errors and inconsistencies, and explain the impact of key assumptions.

Skills

Excel modeling

Target screening

Comparable analysis

Pitchbook prep

Client-facing

Scenario analysis

Financial research

Explain assumptions

Job description

The Work

You will support AI training by applying practical investment banking judgment to financial research, transaction analysis, valuation modeling, and expert review. The work focuses on checking both numerical accuracy and the strategic logic behind financial materials.

You will also explain complex financial concepts and model assumptions clearly in writing and conversation.

• Research companies and industries to support financial data analysis and AI training.
• Screen buyers or targets and perform comparable company analysis.
• Build, update, and troubleshoot detailed Excel models.
• Review valuation work and transaction models for accuracy and logical consistency.
• Prepare and edit presentation and pitchbook-style materials for transaction scenarios.
• Identify numerical errors, weak strategy, unclear logic, accounting treatments, valuation adjustments, and deal sensitivities.
• Explain how key assumptions affect analytical outcomes.

What It Pays and Takes

This is a remote, part-time contractor engagement for an experienced investment banking professional. The role is listed as entry level, but the required work calls for substantial transaction and client-deliverable experience.

• Pay: $175-$300 per hour.
• Time: 20 or more hours per week.
• Work arrangement: Remote contractor engagement.
• Language: English.
• Location: Available in the countries listed for this role.
• Required: Experience with live acquisition or sale processes and high-quality client-facing deliverables.
• Required: Advanced Excel modeling, including troubleshooting, scenario analysis, and clear output presentation.
• Required: Experience with company and industry research, target screening, comparable company analysis, and pitchbook preparation.
• Required: Ability to review analytical and presentation materials against senior banker or client standards.
• Required: Strong written and verbal communication, sound judgment, and the ability to explain complex financial concepts to different audiences.
• Helpful background: Former Senior Associate, preferably in the third year, or Vice President from an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm.

About AI Training Work

AI training work is the human side of building artificial intelligence. Experts review examples, rate model outputs, and explain why an answer or analysis is strong or flawed, helping AI systems produce more accurate and useful results.