Investment Banking & M&A Expert, Remote- Contract
Remote
Core
Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, and client-facing deliverables for investment banking and M&A workflows.
Role type
Contract Investment Banking & M&A Expert (AI Agents)
Builds
Realistic transaction environments, valuation models, CIMs, pitch books, and supporting deal materials
Domain
Investment Banking / M&A / Financial Modeling
Deliverable
client delivery
Required skills
CPA, AI Agents, Financial Modeling, Comparable Company Analysis, CIM creation, Pitch book development, Agentic AI tools (Claude Code, Cursor, Codex, Claude Cowork)
Preferred skills
Corporate carve-out experience, Top-tier investment bank experience, Industrials sector experience, Review standards development, AI evaluation experience
