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Investment Banking Professional

Call For Referral

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Original Job Summary

About the Role

A leading AI research initiative is seeking Investment Banking Professionals to contribute to a groundbreaking project focused on benchmarking and enhancing the reasoning and analytical capabilities of advanced AI systems.

Key Responsibilities

  • Collaborate with AI researchers to design realistic financial and business scenarios.
  • Develop and review investment banking style prompts, analyses, and work products.
  • Provide structured feedback on logic, clarity, and financial rigor of AI-generated outputs.
  • Evaluate model performance across valuation, modeling, and corporate finance scenarios.
  • Participate in fast-moving project sprints with opportunities for iteration and improvement.

Ideal Qualifications

  • 3+ years of experience in investment banking, ideally at top-tier firms.
  • Based in the U.S. or Canada.
  • Expertise in financial modeling, valuation, M&A, and capital markets analysis.
  • Excellent analytical, quantitative, and written communication skills.
  • Strong collaboration mindset with the ability to adapt to iterative feedback.

Project Details

Start Date: October 3rd Duration: 6–8 weeks Commitment: Minimum 30 hours/week (flexible schedule) Schedule: Fully remote and asynchronous Compensation: $90–$120 USD/hour (with potential bonuses for top performers) Type: Independent contractor Payments: Weekly via Stripe Connect

Application & Onboarding Process

Upload your resume to get started and complete a short AI interview (approximately 15 minutes) to share your background and interest in the project. Selected candidates will receive onboarding materials and next steps shortly thereafter.

Key skills/competency

  • Investment Banking
  • Financial Modeling
  • Valuation
  • M&A
  • Capital Markets
  • Analytical Skills
  • AI Research
  • Scenario Design
  • Prompt Engineering
  • Collaboration

How to Get Hired at Call For Referral

🎯 Tips for Getting Hired

  • Research Call For Referral's culture: Study their mission, values, and news.
  • Tailor your resume: Highlight investment banking and AI project skills.
  • Prepare examples: Demonstrate financial modeling and valuation success.
  • Practice interview responses: Focus on analytical and collaborative stories.

📝 Interview Preparation Advice

Technical Preparation

Review financial modeling techniques.
Study valuation and M&A case studies.
Practice corporate finance scenario analysis.
Update skills in capital market insights.

Behavioral Questions

Describe a time collaborating in fast projects.
Explain handling critical feedback effectively.
Share examples of team-based problem solving.
Discuss adapting to rapid project changes.