Subject Matter Expert, Investment Banking
Core
Define quality standards for AI-assisted investment banking work and translate real banking workflows into evaluation tasks and reference artifacts.
Role type
Senior IC Subject Matter Expert (Investment Banking)
Builds
Evaluation tasks, banker-grade reference artifacts (models, pitch books), rubrics, and datasets for AI model training and testing.
Domain
Investment Banking / AI Product Development
Deliverable
production ML models | product features
Required skills
Investment banking transaction execution, financial analysis and modeling, valuation, diligence, client materials creation, Excel modeling, PowerPoint presentation design, analytical judgment, workflow automation, evaluation design
Preferred skills
Experience in M&A, capital raising, or strategic advisory, familiarity with AI evaluation design and prompt design, track record in process redesign
Technologies
Excel, PowerPoint, OpenAI tools
Responsibilities
Define quality bar for AI-assisted banking work, translate workflows into evaluation tasks, create and refine banker-grade reference artifacts, develop rigorous rubrics and grading methods, evaluate model outputs and agent workflows, partner with researchers and engineers on evals and datasets, engage with customers to codify domain knowledge
Seniority
Senior, hands-on IC