Investment Banking – M&A Advisory.

Confidential; United States; Remote; USD 83,000 - 165,000; Full time

Job summary

Zekai is seeking a remote Investment Banking – M&A Advisory contractor to contribute to data-driven financial analysis, modeling, and industry research supporting AI training initiatives. In this role, you will apply your M&A expertise to inform target screening, comps analyses, and valuation modeling, while delivering high-quality presentations and actionable feedback.

Leverage deep industry knowledge to explain complex financial concepts clearly to diverse audiences, with strong

Qualifications

• Senior Associate or VP-level M&A experience at a top bank or boutique.
• Hands-on experience with live acquisition or sale processes and client deliverables.
• Proven ability to produce and review analytical and presentation materials to senior standards.
• Excel modeling mastery, including scenario analysis and clear outputs.
• Direct experience with company/industry research, target screening, comps, and pitchbooks.
• Exceptional written and verbal communication with clear, actionable feedback.
• Ability to identify quantitative inaccuracies and strategic weaknesses in materials.

Responsibilities

• 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.

Job description

Role Title: – Investment Banking – M&A Advisory.

Role Type: Contractor

Location: Remote

our partner is engaging Investment Banking – M&A Advisory. 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.

This is a 100% remote contract role, open to applicants worldwide in the countries the employer accepts.