Investment Banking Expert - Remote

YO AI Labs; Chicago (IL); Remote; USD 120,000 - 160,000; Part time

Job summary

YO AI Labs is seeking an experienced Investment Banking Expert to contribute to a remote, contract-based project focusing on financial modeling, valuation, transaction analysis, and industry research. The role emphasizes rigorous analytical work and clear communication to support AI training initiatives.

Ideal candidates bring senior banking experience (Senior Associate/VP), hands-on deal exposure, and strong Excel skills for model development and pitchbook preparation.

Qualifications

• Experience in investment banking or related senior roles (Senior Associate/VP).
• Hands-on experience with live M&A processes or deals.
• Strong expertise in financial modeling, valuation, and scenario analysis.
• Experience with company research, target screening, comparable company analysis, and pitchbook prep.
• Ability to review and improve analytical and client-facing materials.
• Excellent written and verbal communication skills.

Responsibilities

• 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.

Skills

Investment Banking

Financial Modeling

Valuation

Transaction Analysis

Industry Research

Excel Proficiency

Client Communication

Pitchbook Preparation

Tools

Excel

Pitchbooks

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.