Remote Investment Banking Expert - M&A & Valuation Pro

YO AI Labs; Boston (MA); Remote; USD 110,000 - 193,000; Part time

Job summary

YO AI Labs seeks an Investment Banking Expert to contribute senior-level financial modeling, valuation, and transaction analysis for an AI training project. The role emphasizes industry research, target screening, and client-ready materials, with remote work flexibility for experienced professionals.

Ideal candidates bring senior associate or VP-level M&A experience, hands-on live deal exposure, and strong Excel modeling and scenario analysis skills.

Qualifications

• Senior Associate or Vice President level experience in M&A or investment banking.
• Hands-on involvement in live acquisition or sale processes.
• Strong Excel financial modeling, valuation, and scenario analysis.
• Experience researching companies and performing target screening and comps.
• Ability to review and improve client-facing materials.
• Excellent written and verbal communication skills.
• High attention to detail and analytical problem-solving ability.

Responsibilities

• Conduct company and industry research to support financial analysis and AI training.
• Perform target screening, comps, and transaction analysis.
• Build, review, and troubleshoot Excel-based financial and valuation models.
• Prepare and review pitchbooks and client presentation materials.
• Analyze financial materials for errors, valuation issues, and inconsistencies.
• Explain accounting treatments, valuation adjustments, assumptions, and sensitivities.
• Provide clear written and verbal explanations of complex financial concepts.

Skills

Financial modeling

Valuation

Transaction analysis

Industry research

Tools

Excel

PitchBook

Job description

YO AI Labs seeks an Investment Banking Expert to contribute senior-level financial modeling, valuation, and transaction analysis for an AI training project. The role emphasizes industry research, target screening, and client-ready materials, with remote work flexibility for experienced professionals.

Ideal candidates bring senior associate or VP-level M&A experience, hands-on live deal exposure, and strong Excel modeling and scenario analysis skills.