Investment Banking Expert

Xperteez Technology Pvt Ltd; United States; On-site; USD 120,000 - 180,000; Part time

Job summary

Xperteez Technology Pvt Ltd is seeking an Investment Banking Expert for a remote contract role. You will apply advanced financial modeling, valuation, and strategic analysis to support AI-related training and client deliverables.

You'll conduct company/industry research, build and review transaction models, and prepare pitchbooks while ensuring accuracy and clear communication with senior stakeholders. The role emphasizes rigorous analysis, attention to detail, and translating complex financial

Qualifications

• Experience in financial modeling and valuation.
• Advanced Excel proficiency with complex formulas and models.
• Ability to conduct company and industry research with credible sources.
• Proven track record in prep of pitchbooks and client materials.
• Strong written and verbal communication, with clear storytelling.

Responsibilities

• Perform company and industry research to inform data-driven analyses.
• Build, review, and update Excel-based valuation and transaction models.
• Prepare and edit pitchbooks and client presentation materials.
• Explain accounting treatments, deal sensitivities, and key assumptions.
• Deliver precise written and verbal explanations to diverse audiences.

Skills

Financial modeling

Excel

Company research

Industry research

Comparable company analysis

Pitchbook preparation

Transaction analysis

Valuation methodologies

Analytical review

Written communication

Verbal communication

Presentation skills

Attention to detail

Problem-solving

Scenario analysis

Client deliverables

Job description

Role Title: Investment Banking Expert

Role Type: Contract

Location: Remote

Required Skills:

• Financial modeling
• Excel
• Company and industry research
• Comparable company analysis
• Pitchbook preparation
• Transaction analysis
• Valuation methodologies
• Analytical review
• Written communication
• Verbal communication
• Presentation skills
• Attention to detail
• Problem-solving
• Scenario analysis
• Client deliverables preparation

In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters.

Scope of Work

Conduct comprehensive company and industry research to inform data-driven AI training initiatives. Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks. Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency. Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale. Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement. Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes. Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills.

Preferred Qualifications

• Experience as a former Senior Associate (preferably 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.
• Substantial hands‑on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client‑facing deliverables.
• Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards.
• Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale.
• Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation.
• Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback.
• Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials.