Remote IB & M&A Expert for AI-Driven Valuations

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

Job summary

Remotebridge is seeking an Investment Banking & M&A Expert contractor to build realistic live-deal environments, run valuation tasks, and review deal materials using agentic AI tools. Remote work with US/Canada focus.

You will design multi-step tasks, produce CIMs and pitch books, and help train reviews. Requires 5+ years in IB/M&A and hands-on AI tool experience. 20+ hours weekly preferred.

Qualifications

• 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
• Hands-on experience building valuation models and comparable-company analyses for live deals.
• Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.

Responsibilities

• Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
• Design multi-step tasks involving valuation, comps, financial modeling, and sell-side advisory.
• Develop and review CIMs, pitch books, valuation models, and client-facing deliverables using AI agents.

Skills

Investment banking

Valuation modeling

CIMs and pitch books

Agentic AI tools

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

Remotebridge is seeking an Investment Banking & M&A Expert contractor to build realistic live-deal environments, run valuation tasks, and review deal materials using agentic AI tools. Remote work with US/Canada focus.

You will design multi-step tasks, produce CIMs and pitch books, and help train reviews. Requires 5+ years in IB/M&A and hands-on AI tool experience. 20+ hours weekly preferred.