Role Title: Investment Banking & M&A; Expert Role Type: Contractor Location: Remote - US/Canada preferred; UK and Latin America also considered Pay: $60-120/hr.

Paid per task Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria. experienced investment banking and M&A; professionals to help build tasks that measure how effectively AI systems can perform complex transaction work. You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.

Scope of Work 1. 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.

Required Qualifications 1. 5 years of skilled 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.

Preferred Qualifications 1. Corporate carve-out experience — strongly preferred. 2.

Experience at a top-tier investment bank or M&A; advisory firm.

- Industrials sector experience. 4.

Experience developing review standards, training junior professionals, or writing internal playbooks.

- Prior benchmark development or AI evaluation experience.
- Availability for 20 hours per week. How the selection process works 1. Apply and complete the screening questions.
- Complete the AI interview — this is how we showcase your expertise to the client.
- Profile review.
- Onboarding — our Talent Ops team will get you set up. What You’ll Do 1. 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.

Apply

Now!

📌 Investment Banking Analyst (Remote) (Canada)
🏢 Joblet-AI
📍 Canada