Investment Banking Expert - Remote

YO AI Labs; Seattle (WA); Remote; USD 110,000 - 207,000; Full time

Job summary

YO AI Labs is seeking an Investment Banking Expert to contribute to a customer project focused on financial modeling, valuation, transaction analysis, and industry research. This is a remote contract role. You will apply investment banking methods to evaluate real-world financial scenarios and help train AI systems.

Prior AI experience is not required. Candidates should bring senior-level experience in M&A, live deal execution, and advanced Excel modeling to deliver accurate analyses and

Qualifications

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

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 expertise

Financial modeling

Valuation

Scenario analysis

Pitchbook preparation

Analytical thinking

Attention to detail

Written and verbal communication

Tools

Excel

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.