Remote Investment Banking & M&A Specialist (Contract)

YO AI Labs; United States; Remote; USD 83,000 - 165,000; Full time

Job summary

YO AI Labs is seeking experienced investment banking and M&A professionals to craft realistic transaction scenarios and leverage AI agents to develop valuation models, deal materials, and financial deliverables.

The role requires 5+ years in investment banking, M&A, or sell-side advisory, with hands-on use of AI tools like Claude Code, Cursor, Codex, or Claude Cowork. Remote work from the US/Canada is preferred, with UK and Latin America considered.

Qualifications

• 5+ years of experience in investment banking, M&A, or sell-side advisory.
• Proven experience preparing valuation models, CIMs, and pitch books for live deals.
• Hands-on experience with agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.

Responsibilities

• Build transaction environments using company information, financial statements, and due diligence materials.
• Design tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
• Develop and review CIMs, pitch books, valuation models, and supporting documents using AI agents.
• Create task instructions and objective evaluation criteria.

Skills

Investment banking

M&A experience

Sell-side advisory

AI tools experience

Tools

Claude Code

Cursor

Codex

Claude Cowork

Job description

YO AI Labs is seeking experienced investment banking and M&A professionals to craft realistic transaction scenarios and leverage AI agents to develop valuation models, deal materials, and financial deliverables.

The role requires 5+ years in investment banking, M&A, or sell-side advisory, with hands-on use of AI tools like Claude Code, Cursor, Codex, or Claude Cowork. Remote work from the US/Canada is preferred, with UK and Latin America considered.