Investment Banking Expert

Remotebridge; United States; On-site; USD 276,000 - 413,000; Full time

Job summary

Remotebridge is seeking an Investment Banking Expert for a remote, contractor role focused on enhancing financial data analysis, modeling, and industry research to train next-generation AI systems. Leverage your M&A experience to inform data-driven training and provide high-quality inputs.

You will build and review complex valuation models, perform target screening and comps, and craft presentation materials while communicating insights clearly to senior stakeholders.

Qualifications

• Mastery in Excel modeling for valuation, comps, and scenario analysis.
• Strong financial analysis capabilities with robust modeling techniques.
• Excellent written and verbal communication abilities for client-ready deliverables.
• Keen attention to detail to identify inconsistencies and risks in models.
• Ability to provide actionable feedback and clear explanations to senior stakeholders.

Responsibilities

• Conduct comprehensive company and industry research to inform AI training inputs.
• Perform buyer/target screening, comps, and financial modeling tasks.
• Build and review detailed Excel-based valuation and transaction models.
• Prepare and edit client presentation materials and pitchbooks.
• Analyze sample materials for numerical accuracy and strategic quality, providing feedback.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and key assumption impacts.
• Deliver clear written and verbal explanations of complex financial concepts to diverse audiences.

Skills

Excel Modeling

Financial Analysis

Communication Skills

Attention to Detail

Written Communication

Tools

Excel

Job description

Role Title: Investment Banking Expert

Role Type: Contractor

Location: Remote

Our team is engaging Investment Banking Experts to contribute to a customer's project focused on enhancing financial data analysis, modeling, and industry research processes. 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.