Investment Banking Financial Modeling Expert

Job Summary

Join our customer’s team as an Investment Banking Financial Modeling Expert and shape the future of AI-driven financial analysis. In this high-impact, part-time or full-time (contractor) role, you will leverage deep transaction experience to design institutional-grade financial modeling tasks that train cutting-edge AI systems for one of the world’s largest companies.

Key Responsibilities

• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios.
• Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates.
• Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic.
• Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks.
• Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures.
• Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment.
• Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

Required Skills and Qualifications

• At least 5 years of recent, hands-on experience in investment banking, private equity, growth equity, hedge funds, Growth Venture Capital or similar corporate development roles.
• Demonstrated expertise in independently building complex financial models from scratch—no templates.
• Mastery of integrated 3-statement modeling, DCFs, LBOs, and advanced transaction modeling.
• Proven ability to perform scenario and sensitivity analyses and assess transaction risk/return.
• Deep transaction judgment and meticulous attention to detail, reflecting institutional standards.
• Exceptional written and verbal communication skills, with a passion for documentation and explanation.
• Self-motivated and comfortable working independently in a high-expectation, remote environment.

Preferred Qualifications

• Experience across both sell-side (investment banking) and buy-side (private equity, growth equity, growth VC) domains.
• Familiarity with creating or evaluating technical content, training materials, or assessment rubrics, and handling complex or non-standard transactions (carve-outs, spin-offs, minority investments).

Key skills/competency

• Financial Modeling
• Investment Banking
• Private Equity
• DCF Valuation
• LBO Modeling
• M&A Analysis
• Transaction Modeling
• Scenario Analysis
• Due Diligence
• AI Training