Investment Banking Associate

Weekday; United States; Remote; USD 138,000 - 207,000; Full time

Job summary

Weekday seeks experienced Investment Banking Associates to develop and train AI systems with advanced financial insights. You will review, create, and annotate high-quality financial content, leveraging your investment banking knowledge in valuation, modelling, and M&A analysis.

This fully remote contractor role emphasizes strong analytical and communication skills to produce clear explanations for AI learning materials and engagement with project teams.

Qualifications

• Experience as Investment Banking Associate or similar in a leading financial institution.
• Advanced proficiency in financial modelling, valuation, and transaction analysis.
• Deep knowledge of M&A, deal structuring, and execution processes.
• Experience preparing pitch books, information memoranda, and financial models.

Responsibilities

• Analyse mergers, acquisitions and transaction structures for AI training data.
• Review and generate investment banking collateral such as pitch books and models.
• Explain valuation methodologies (DCF, comparable, precedent transactions).
• Develop clear explanations of banking concepts for AI learning materials.
• Evaluate financial case studies and provide feedback on deal rationale and trends.
• Assess AI-generated financial analyses for accuracy and relevance.
• Collaborate remotely with project managers and technical teams.

Skills

Investment Banking

Financial Modelling

Company Valuation

Transaction Analysis

M&A Knowledge

DCF Analysis

Comparable Analysis

Precedent Transactions

Pitch Books

Written Communication

Analytical Skills

Job description

This role is for one of Weekday’s clients

Role Type: Contractor

Compensation: $100-$150 per hour

Work Location: Remote

We are seeking experienced Investment Banking Associates to contribute their financial expertise to the development and training of next-generation Artificial Intelligence (AI) systems. In this role, you will use your investment banking knowledge and practical industry experience to help improve how AI models understand, analyse, and reason through complex financial concepts and real-world transaction scenarios.

The engagement involves reviewing, evaluating, and creating high-quality financial content that will be used to train and assess advanced AI models. Prior experience in AI or machine learning is not required. Strong domain expertise in investment banking, financial modelling, valuation, and transaction analysis is the primary requirement.

This is a flexible, fully remote contractor opportunity involving collaboration with project managers and technical teams through structured, asynchronous workflows.

Scope of Work and Key Responsibilities

• Mergers and Acquisitions Analysis: Analyse mergers, acquisitions, and different transaction structures, providing realistic financial scenarios and insights for AI model training.
• Financial Documentation: Review and generate investment banking materials, including pitch books, information memoranda, financial models, and transaction-related documentation to support data annotation and evaluation tasks.
• Valuation Analysis: Evaluate and explain complex valuation methodologies, including Discounted Cash Flow (DCF), Comparable Company Analysis, and Precedent Transactions.
• Knowledge Documentation: Develop clear, concise, and well-structured explanations of investment banking concepts for AI learning and training materials.
• Case Study Evaluation: Assess financial case studies and provide critical feedback on deal rationale, market trends, transaction structures, and financial outcomes.
• AI Model Evaluation: Apply investment banking expertise to assess the accuracy, relevance, and quality of AI-generated financial analyses and explanations.
• Cross-Functional Collaboration: Work remotely with project managers and technical teams, communicating insights and feedback effectively through written and verbal channels.

Required Skills and Qualifications

• Demonstrated experience as an Investment Banking Associate or in an equivalent role within a leading financial institution.
• Advanced proficiency in financial modelling, company valuation, and transaction analysis.
• Strong understanding of mergers and acquisitions, deal structuring, and transaction execution processes.
• Expertise in valuation techniques, including DCF, Comparable Company Analysis, and Precedent Transactions.
• Experience preparing, reviewing, or analysing investment banking collateral such as pitch books, information memoranda, financial models, presentations, and analytical reports.
• Deep understanding of capital markets, financial instruments, industry dynamics, and market trends.
• Exceptional analytical and problem-solving abilities, with the ability to break down complex financial concepts into structured insights.
• Excellent written and verbal communication skills, with a strong focus on clarity, accuracy, and precision.
• Ability to independently evaluate financial scenarios and articulate well-reasoned conclusions.

Good-to-Have Skills

• Experience contributing to AI training, data annotation, or model evaluation projects.
• Familiarity with remote collaboration tools and asynchronous working environments.
• Ability to work effectively with cross-functional and technical teams in a remote setup.
• Adaptability to flexible project requirements and evolving workflows.

Engagement Details

• Role: Investment Banking Associate
• Engagement Type: Independent Contractor
• Compensation: $100-$150 per hour
• Location: Fully Remote
• AI Experience: Not mandatory; investment banking domain expertise is the primary requirement.