Investment Banking Associate – AI Financial Projects (Fully Remote)

Undisclosed Client; United States; Remote; USD 165,000 - 207,000; Full time

Job summary

Undisclosed Client in the United States seeks a skilled professional to evaluate and annotate complex financial materials, transaction documents, and IB case studies. You will draft, review, and refine pitchbooks, valuation models, and market analysis reports, ensuring accuracy and clarity.

The role also involves assessing AI-generated financial content and providing detailed feedback on accuracy and reasoning.

Qualifications

• Experience in investment banking and financial analysis.
• Ability to draft and review pitchbooks and valuation models.
• Experience evaluating AI-generated financial content.

Responsibilities

• Evaluate and annotate complex financial materials, transaction documents, and IB case studies.
• Draft, review, and refine pitchbooks, valuation models, and market analysis reports.
• Assess AI-generated financial content and provide detailed feedback on accuracy and reasoning.

Skills

Investment banking expertise

AI collaboration

Financial modeling

Job description

• Evaluate and annotate complex financial materials, transaction documents, and IB case studies.
• Draft, review, and refine pitchbooks, valuation models, and market analysis reports.
• Assess AI-generated financial content and provide detailed feedback on accuracy and reasoning.

Project Focus:

• Combine practical IB expertise with advanced AI development.
• Contribute to improving how AI interprets financial information and performs analytical tasks.

Additional Information:

• Compensation: USD $120–$150 per hour.

Undisclosed Client

The client is developing next-generation AI systems focused on investment banking and financial analysis. Team size and culture details are undisclosed, but the project values practical financial expertise and collaborative remote work.