Investment Banking Expert

Role Title: Investment Banking Expert Role Type: Contract Location: Remote Required Skills • Financial modeling • Excel • Company and industry research • Comparable company analysis • Pitchbook preparation • Transaction analysis • Valuation methodologies • Analytical review • Written communication • Verbal communication • Presentation skills • Attention to detail • Problem-solving • Scenario analysis • Client deliverables preparation In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters. Scope of Work • Conduct comprehensive company and industry research to inform data-driven AI training initiatives. • Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks. • Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency. • Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale. • Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement. • Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes. • Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills. Preferred Qualifications • Experience as a former Senior Associate (preferably third-year) or Vice President from an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm. • Substantial hands-on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client-facing deliverables. • Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards. • Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale. • Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation. • Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback. • Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials. Originally posted on Himalayas