Investment Banking and M&A AI Evaluation Expert

OpenTrain AI, Inc.; United States; Remote; USD 83,000 - 165,000; Part time

Job summary

OpenTrain AI, Inc. is seeking an Investment Banking and M&A AI Evaluation Expert. This remote contractor role focuses on evaluating AI-generated investment banking and M&A work, including valuation models, CIMs, pitch books, and deal analysis.

You will create realistic transaction environments, use agentic AI tools, and assess quality, completeness, accuracy and presentation. At least five years in IB/M&A required; 10+ hours weekly, with 20+ preferred; US/UK/Canada applicants welcomed.

Qualifications

• At least five years of professional experience in investment banking, M&A, or sell-side advisory.
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Responsibilities

• Build scenarios based on valuation, comparable-company analysis, financial modeling, and sell-side advisory work.
• Create and review CIMs, pitch books, valuation models, task instructions, and supporting files.
• Write objective standards for evaluating AI-generated transaction work.
• Turn complex transaction workflows into realistic scenarios, instructions, and evaluation criteria.

Skills

Investment banking

M&A

Valuation models

CIMs

Pitch books

Financial modeling

AI evaluation

Deal analysis

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

Investment Banking and M&A AI Evaluation Expert

Evaluate AI-generated investment banking and M&A work, including valuation models, CIMs, pitch books, and deal analysis. The role pays $60 to $120 per hour equivalent, paid per task, and requires professional transaction experience.

$60-$120/hr

Compensation

Contract, part-time

Engagement

Remote

Location

Oct 28, 2026

Posted

Open to applicants in

United States United Kingdom Canada

The work

You will create realistic investment banking and M&A transaction environments and assess how well AI systems handle complex deal work. This includes preparing company information, financial statements, diligence materials, deal context, and client-facing deliverables.

You will use agentic AI tools to develop and review transaction materials, then independently assess their analytical quality, completeness, accuracy, and presentation.

• Build scenarios based on valuation, comparable-company analysis, financial modeling, and sell-side advisory work.
• Create and review CIMs, pitch books, valuation models, task instructions, and supporting files.
• Write objective standards for evaluating AI-generated transaction work.
• Turn complex transaction workflows into realistic scenarios, instructions, and evaluation criteria.

What it pays and takes

This is remote contractor work for professionals who can combine investment banking or M&A expertise with hands-hand use of AI tools.

• $60 to $120 per hour equivalent, paid per task.
• At least 10 hours per week required; 20 or more hours preferred.
• Open to candidates in the United States, Canada, and the United Kingdom.
• Listed experience level: entry level.
• At least five years of professional experience in investment banking, M&A, or sell-side advisory.
• Hands-hand experience building valuation models, comparable-company analyses, CIMs, pitch books, and live-deal materials.
• Substantive experience with agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.
• Corporate carve-out experience, top-tier investment banking or M&A advisory experience, and industrials expertise are helpful.
• Experience creating review standards, training junior professionals, writing internal playbooks, or performing benchmark and AI evaluation work is helpful.

About AI training work

AI training work is the human side of building artificial intelligence. People prepare examples, write and review model outputs, and assess whether AI systems produce accurate, useful work; experienced professionals are needed for tasks that require specialized knowledge.

OpenTrain is where people find AI training and data-labeling projects, build a profile, and apply in minutes.

Requirements

• Experience: Entry level