Investment Banking – M&A Advisory - Remote

YO AI Labs; New York (NY); A distancia; USD 165.000 - 248.000; Jornada completa

Descripción de la vacante

YO AI Labs seeks experienced Investment Banking – M&A Advisory professionals to support an AI training project focused on financial analysis, valuation, modeling, and industry research. Remote contractor role with no prior AI experience required.

You will review transaction materials, build and troubleshoot valuation models in Excel, and prepare client presentations. Strong communication and attention to detail are essential for success in this project.

Formación

• Strong expertise in M&A advisory, investment banking, and valuation.
• Hands-on experience with company research, target screening, and pitchbooks.
• Advanced Excel skills including scenario analysis and model troubleshooting.
• Excellent analytical, written, and verbal communication.

Responsabilidades

• Conduct company and industry research to support financial analysis.
• Perform buyer and target screening, comparable company analysis, and financial modeling.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Prepare and review client presentations, pitchbooks, and transaction materials.
• Identify numerical errors, valuation issues, strategic weaknesses, and unclear logic.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and key assumptions.
• Provide clear, accurate written and verbal feedback on complex financial concepts.

Conocimientos

M&A advisory

Financial modeling

Valuation

Advanced Excel

Pitchbook prep

Analytical communication

Herramientas

Excel

PowerPoint

Descripción del empleo

Role Title: Investment Banking – M&A Advisory

Role Type: Contractor
Location: Remote

We are seeking experienced Investment Banking – M&A Advisory professionals to support an AI training project focused on financial analysis, valuation, modeling, and industry research. You'll apply your transaction advisory expertise to evaluate financial materials and provide actionable feedback to improve AI systems. No prior AI experience is required.

Key Responsibilities

• Conduct company and industry research to support financial analysis.
• Perform buyer and target screening, comparable company analysis, and financial modeling.
• Build, update, and troubleshoot Excel-based valuation and transaction models.
• Prepare and review client presentations, pitchbooks, and transaction materials.
• Identify numerical errors, valuation issues, strategic weaknesses, and unclear logic.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and key assumptions.
• Provide clear, accurate written and verbal feedback on complex financial concepts.

Required Qualifications

• Strong expertise in M&A advisory, investment banking, financial modeling, and valuation.
• Advanced Excel skills, including scenario analysis and model troubleshooting.
• Hands-on experience with company research, target screening, comparable analysis, and pitchbook preparation.
• Ability to evaluate transaction materials for accuracy, strategic soundness, and analytical consistency.
• Excellent analytical, written, and verbal communication skills.

Preferred Qualifications

• Former Senior Associate (ideally third-year) or Vice President at a leading investment bank, established M&A boutique, or sector-focused advisory firm.
• Significant experience with live acquisition or sale transactions and client-facing deliverables.
• Experience producing and reviewing financial models and presentations to senior banker or client standards.
• Ability to identify quantitative inaccuracies and clearly explain strategic or analytical weaknesses.