Investment Banking Modeling Analyst - Remote

YO HR Consultancy; United States; Remote; CAD 83,000 - 166,000; Part time

Job summary

A dynamic consulting firm is seeking an Investment Banking Modeling Analyst. Join a team focused on transforming investment banking workflows into structured deliverables for advanced financial systems. The role requires 2–7+ years of experience in investment banking or related fields. Responsibilities include building high-quality financial models and collaborating with cross-functional teams. Enjoy flexible hours and the opportunity to engage in finance and AI innovation.

Qualifications

• 2–7+ years of experience in Investment Banking, Private Equity, or related fields.
• Expertise in valuation methodologies: DCF, comparables, precedent transactions, and LBO.
• Highly organized and skilled in working independently in remote environments.
• Proven ability to produce clean, investor-ready work products.
• Outstanding written and verbal communication skills, with attention to detail and clarity.

Responsibilities

• Convert complex investment banking processes into structured outputs.
• Build, review, and annotate high-quality financial models.
• Collaborate with product and engineering teams on deal dynamics.
• Assess and enhance AI-generated financial materials for deal accuracy and clarity.
• Curate and structure datasets to train finance-focused AI engines.
• Collaborate with product and engineering teams to capture authentic deal dynamics.
• Uphold exceptional standards for written and verbal communication across deliverables.

Skills

Investment Banking

Financial Modeling

Transaction Advisory

Communication Skills

Corporate Development

Financial Modeling

Written Communication

Independent Work

Work Authorization

Job description

Job Title

Investment Banking Modeling Analyst

Job Type

Part-time or Full-time, Project-based

Location

Remote (Eligible in US, UK, Canada)

Job Summary

Join our customer's team as an Investment Banking Modeling Analyst, contributing your deep transaction experience to help shape the future of finance and AI. In this high-impact, flexible role, you will transform real-world investment banking workflows into structured deliverables that power advanced financial decision systems for leading enterprises.

Key Responsibilities

• Convert complex investment banking and M&A processes into structured, knowledge-rich outputs
• Build, review, and annotate high-quality financial models (LBO, M&A, 3-statement, valuation)
• Create and refine investor-grade documents including IC memos, CIM sections, and diligence reports
• Assess and enhance AI-generated financial materials for deal accuracy and clarity
• Curate and structure datasets to train finance-focused AI engines
• Collaborate directly with product and engineering teams to capture authentic deal dynamics
• Uphold exceptional standards for written and verbal communication throughout all deliverables

Required Skills And Qualifications

• 2–7+ years of experience in Investment Banking, Private Equity, Venture Capital, Transaction Advisory, Corporate Development, or related fields
• Robust transaction exposure, including live deal execution, diligence, and advanced financial modeling
• Expertise in valuation methodologies: DCF, comparables, precedent transactions, and LBO
• Proven ability to produce clean, investor-ready work products
• Outstanding written and verbal communication skills, with special attention to detail and clarity
• Highly organized and skilled in working independently in remote, asynchronous environments
• Authorized to work in the US, UK, or Canada

Preferred Qualifications

• Experience with Infrastructure, Project Finance, Credit, Distressed, or Special Situations transactions
• Background in evaluating or developing tools at the intersection of finance and technology
• Track record of collaborating with cross-functional teams on innovative projects

Why This Is Unique

Work alongside top-tier finance professionals in a highly selective environment, enjoy flexible hours that fit around your core commitments, and engage at the ground‑floor of Finance × AI innovation, helping redefine how deal teams operate in the digital age. If you thrive in fast‑paced, intellectually rigorous settings and are passionate about both finance and technology, we’d love to connect.

Skills: investment, deliverables, investment banking, finance, modeling