Investment Banking Expert - Remote

YO AI Labs; Boston (MA); Remote; USD 110,000 - 193,000; Part time

Job summary

YO AI Labs seeks an Investment Banking Expert to contribute senior-level financial modeling, valuation, and transaction analysis for an AI training project. The role emphasizes industry research, target screening, and client-ready materials, with remote work flexibility for experienced professionals.

Ideal candidates bring senior associate or VP-level M&A experience, hands-on live deal exposure, and strong Excel modeling and scenario analysis skills.

Qualifications

• Senior Associate or Vice President level experience in M&A or investment banking.
• Hands-on involvement in live acquisition or sale processes.
• Strong Excel financial modeling, valuation, and scenario analysis.
• Experience researching companies and performing target screening and comps.
• Ability to review and improve client-facing materials.
• Excellent written and verbal communication skills.
• High attention to detail and analytical problem-solving ability.

Responsibilities

• Conduct company and industry research to support financial analysis and AI training.
• Perform target screening, comps, and transaction analysis.
• Build, review, and troubleshoot Excel-based financial and valuation models.
• Prepare and review pitchbooks and client presentation materials.
• Analyze financial materials for errors, valuation issues, and inconsistencies.
• Explain accounting treatments, valuation adjustments, assumptions, and sensitivities.
• Provide clear written and verbal explanations of complex financial concepts.

Skills

Financial modeling

Valuation

Transaction analysis

Industry research

Tools

Excel

PitchBook

Job description

Investment Banking Expert

Role Type: Contractor
Location: Remote

We are seeking experienced Investment Banking Experts to contribute to a customer project focused on financial modeling, valuation, transaction analysis, and industry research.

You'll apply your investment banking expertise to evaluate real-world financial analysis and help train next-generation AI systems. No prior AI experience is required.

Scope of Work

• Conduct company and industry research to support financial analysis and AI training.
• Perform target screening, comparable company analysis, and transaction analysis.
• Build, review, and troubleshoot Excel-based financial and valuation models.
• Prepare and review pitchbooks and client presentation materials.
• Analyze financial materials for numerical errors, valuation issues, and logical inconsistencies.
• Explain accounting treatments, valuation adjustments, assumptions, and transaction sensitivities.
• Provide clear written and verbal explanations of complex financial concepts.

Preferred Qualifications

• Experience as a Senior Associate or Vice President in M&A, investment banking, or industry coverage.
• Hands-on experience with live acquisition or sale processes.
• Strong expertise in Excel financial modeling, valuation, and scenario analysis.
• Experience with company research, target screening, comparable company analysis, and pitchbook preparation.
• Ability to review and improve analytical and client-facing materials.
• Excellent written and verbal communication skills.
• Strong attention to detail, analytical thinking, and problem-solving abilities.