We are looking for Investment Banking & M&A Expert candidates for a project delivered through the hiring partner.
What you'll do
- Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
- Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
- Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.
- Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.
- Turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables.
- Work with agents to develop the materials and independently verify their quality.
What you need
- 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
- Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
- Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
Nice to have
- Corporate carve-out experience — strongly preferred.
- Experience at a top-tier investment bank or M&A advisory firm.
- Industrials sector experience.
- Experience developing review standards, training junior professionals, or writing internal playbooks.
- Prior benchmark development or AI evaluation experience.
- Availability for 20+ hours per week.
Expertise
AI Agentsagentic AI tools such as Claude Code, Cursor, Codex, or Claude Coworkvaluation modelscomparable-company analysisCIMspitch booksclient-facing materials for live dealscorporate carve-out experienceindustrials sector experiencereview standards developmenttraining junior professionalswriting internal playbooks
RequiredAlso useful
Who you work with
Project and contracting process: the hiring partner. Applications continue on the provider's website.
Pay and hours
This role pays $60–$120/hr, for 10 h/week. The work is remote. That is about 5% below the $95 an hour median for finance roles open now.
Who can apply from where
Open to candidates in United States, Canada. With a profile, Tier1 checks your country and languages against this role and every other before you apply.