Investment Banker for AI Model Evaluation

Engage with leading AI labs to leverage your investment banking expertise in enhancing AI systems'' financial modeling, deal execution, valuation, and capital markets reasoning. This project-based role allows you to contribute to the evaluation and improvement of AI performance in investment banking-specific tasks, with potential for ongoing engagement based on project needs and performance.

• Review and evaluate AI-generated outputs related to financial modeling, valuation methodologies (DCF, comps, precedent transactions), pitch materials, and deal structuring.
• Create realistic scenarios based on investment banking workflows, including deal screening, due diligence checklists, management presentations, fairness opinions, and syndication processes.
• Annotate, label, and validate data across investment banking use cases such as financial statement analysis, capital structure optimization, and market commentary.
• Provide structured feedback on AI accuracy regarding SEC regulations, deal documentation, financial terminology, and industry-specific conventions.
• Collaborate asynchronously with research teams to refine evaluation frameworks for financial services AI.

• 3+ years of professional experience at a bulge bracket, elite boutique, middle market, or regional investment bank.
• Background in one or more areas such as:
• M&A advisory
• Equity or debt capital markets (ECM/DCM)
• Leveraged finance or credit
• Restructuring or special situations
• Industry coverage groups (TMT, healthcare, industrials, FIG, etc.)
• Series 7, 63, 79 or CFA designation is a plus.
• Strong analytical thinking and ability to translate deal workflows into structured evaluation tasks.
• Clear written communication and attention to detail.

• Task Completion Pay: Competitive and based on task quality (~$1, 750, $2, 150 per completed task, subject to change as the project evolves).
• Performance Bonus: Top performers receive a weekly bonus incentive on top of their per task rate!
• Hourly Opportunity: Top performers may be invited to transition to an hourly compensation model based on sustained quality and throughput.