Investment Banking – M&A Advisory.

Remotebridge; United States; Remote; USD 165,000 - 276,000; Full time

Job summary

Remotebridge is seeking an Investment Banking – M&A Advisory contractor to support data-intensive financial modeling, industry research, and materials preparation for AI training initiatives. You will contribute senior-level analysis and client-ready outputs while working remotely.

The role emphasizes rigorous Excel modeling, meticulous deal screening, and clear communication to senior stakeholders. Prior M&A experience is essential, with a focus on accuracy and actionable insights.

Qualifications

• Senior Associate or VP level with M&A/boutique or sector-focused advisory experience.
• Hands-on deal experience with live acquisitions or sales processes and deliverables.
• Experience producing and reviewing analytical and presentation materials to senior bankers.
• Strong Excel modeling, scenario analysis, and clear outputs.

Responsibilities

• Conduct company and industry research to inform data-driven AI training.
• Perform buyer/target screening, comps analysis, and financial modeling tasks.
• Build and troubleshoot Excel-based valuation and transaction models.
• Prepare materials akin to client presentations or pitchbooks.
• Analyze sample materials for errors and provide actionable feedback.
• Explain accounting treatments, deal sensitivities, and key assumptions.
• Deliver clear written and verbal explanations of complex financial concepts.

Skills

Excel modeling

Financial analysis

Presentation skills

Client-facing

Tools

Excel

Job description

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

Role Type: Contractor

Location: Remote

Our team 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.