Investment Banking Specialist

micro1; United States; Remote; AUD 120,000 - 180,000; Full time

Job summary

micro1 is seeking an Investment Banking Specialist contractor to support data-driven financial analysis, modeling, and industry research for AI training initiatives. You will apply senior banking experience to produce high-quality inputs for model learning, often with client-facing materials.

Responsibilities include diligence-style research, build and review models in Excel, prepare pitchbooks, and explain complex financial concepts clearly to diverse audiences.

Qualifications

• Experience in senior M&A or advisory roles with hands-on deal experience.
• Ability to produce and review analytical and presentation materials to senior banker/client standards.
• Mastery in Excel modeling, scenario analysis, and clear output presentation.
• Strong company/industry research, target screening, comps analysis, and pitchbook preparation.
• Exceptional written and verbal communication with clarity and accuracy.

Responsibilities

• Conduct comprehensive company and industry research to inform AI training data.
• Perform screening, comps analysis, and financial modeling tasks.
• Build and update detailed Excel-based valuation models with logical consistency.
• Prepare client-like materials such as pitchbooks reflecting transaction scenarios.
• Review materials for numerical errors, weak strategy, or unclear logic with actionable feedback.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and how assumptions affect outcomes.
• Deliver precise written and verbal explanations of complex financial concepts to diverse audiences.

Skills

Excel modeling

Financial analysis

Communication

Pitchbook preparation

Quantitative accuracy

Client-facing

Industry research

Tools

Excel

PowerPoint

Job description

Investment Banking Specialist

Role Type: Contractor | Location: Remote

micro1 is engaging Investment Banking Specialists 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.

Originally posted on Himalayas