Investment Banking & M&A Expert

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

Job summary

Zekai is seeking an Investment Banking & M&A Expert for a 100% remote contract role. You will build live-deal scenarios, develop valuation models, and produce client-facing deliverables using agentic AI tools.

Ideal candidates have 5+ years in IB/M&A, experience with CIMs, pitch books, and strong analytical skills. Remote work is available for candidates worldwide in accepted regions.

Qualifications

• 5+ years of investment banking, M&A, or sell-side advisory.
• Hands-on experience building valuation models and CIMs for live deals.
• Hands-on experience with agentic AI tools for substantive work.

Responsibilities

• Build realistic transaction environments with company data and deal context.
• Design multi-step tasks involving valuation, comps, and financial modeling.
• Develop CIMs, pitch books, and client-facing materials using AI tools.

Skills

Investment banking

M&A experience

Valuation modeling

Agentic AI tools

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

Role Title: Investment Banking & M&A Expert

Role Type: Contractor

Location: Remote - US/Canada preferred; UK and Latin America also considered

Pay: $60-120/hr. Paid per task

Time commitment: 10+ hours/week required; 20+ preferred.

Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.

Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.

our partner is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.

You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.

Scope of Work

• Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
• Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
• Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.

Required Qualifications

• 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
• Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
• Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.

Preferred Qualifications

• Corporate carve-out experience — strongly preferred.
• Experience at a top-tier investment bank or M&A advisory firm.
• Industrials sector experience.
• Experience developing review standards, training junior professionals, or writing internal playbooks.
• Prior benchmark development or AI evaluation experience.
• Availability for 20+ hours per week.

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