Investment Banking AI Research Contributor

As an Investment Banking AI Research Contributor, you will leverage your financial expertise to help evaluate and improve the capabilities of advanced AI systems. You will design realistic Excel-based tasks drawn from investment banking, M&A advisory, and corporate development workflows, challenging AI models to perform complex financial modeling accurately. By creating practical assignments and developing precise evaluation criteria, you will help establish reliable benchmarks for AI performance in real-world finance applications. You will work independently on a flexible schedule, applying your analytical skills and professional experience to meaningful AI research projects. This remote, project-based opportunity is ideal for experienced finance professionals interested in the intersection of financial modeling and artificial intelligence. With an immediate start and the potential to complete multiple assignments, you can contribute your expertise while gaining exposure to cutting-edge AI evaluation methods.

• Relevant Professional Experience: At least 3 years of experience in investment banking, M&A advisory, or corporate development, with practical exposure to financial analysis and modeling.

• Advanced Excel and Financial Modeling Skills: Strong hands-on expertise in Excel, including merger models, pro forma financial statements, purchase accounting, precedent transaction analysis, football field valuations, and financial functions.

• Financial Modeling Accuracy: Ability to build, review, troubleshoot, and extend complex financial models while ensuring numerical accuracy, logical consistency, and professional standards.

• Analytical and Problem-Solving Abilities: Strong attention to detail and the ability to identify modeling errors, translate complex financial workflows into structured tasks, and define clear criteria for evaluating results.

• Written Communication: Excellent written English skills, with the ability to produce clear task briefs, detailed instructions, and objective evaluation rubrics.

• Interest in AI Research: Willingness to learn about AI evaluation methodologies, model testing, and evaluation frameworks, even without prior specialized experience in AI.

• Independent Working Style: Ability to manage assignments autonomously, meet deadlines, and deliver high-quality work within a flexible, remote environment.

• Data Confidentiality and Integrity: Commitment to using only appropriately sanitized real-world data or public data with clearly identified sources. All task briefs and input workbooks must be created by a human without AI assistance.

• Availability: Ability to begin promptly and participate in the initial onboarding process, including a 30-minute group walkthrough and submission of an original task with the required input workbook files.