Investment Banking Expert - AI Training & Evaluation

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Investment Banking Expert - AI Training & Evaluation based in the United States.

This role offers experienced finance professionals a unique opportunity to apply their investment banking and corporate finance expertise in the development of advanced AI systems. You will contribute directly to improving the financial reasoning capabilities of next-generation models by reviewing, evaluating, and refining AI-generated outputs. The work is fully remote, flexible, and designed for specialists who enjoy analytical problem-solving in a fast-evolving environment. You will engage with complex financial scenarios spanning valuation, M&A, capital markets, and FP&A. This is a project-based engagement where your insights will directly influence model quality and accuracy. It is ideal for professionals seeking flexible, short-term, high-impact consulting work at the intersection of finance and AI innovation.

In this role, you will apply your financial expertise to enhance the quality and reliability of AI-generated financial content. Your core responsibilities include:

• Creating, reviewing, and refining finance-related prompts, case studies, and analytical scenarios for AI training
• Evaluating AI-generated outputs for accuracy in valuation, modeling, forecasting, and financial reasoning
• Identifying errors, inconsistencies, and gaps in financial logic or assumptions
• Providing structured, clear, and actionable feedback to improve model performance
• Reviewing complex financial analyses including M&A transactions, capital market insights, and FP&A outputs
• Collaborating with distributed project teams to ensure consistent quality standards
• Supporting timely completion of deliverables within project timelines and productivity expectations

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Requirements:

This position requires strong experience in finance combined with excellent analytical and communication skills. Ideal candidates should have:

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics, Business, or a related field
• Minimum of 4 years of professional experience in investment banking, corporate finance, FP&A, valuation, or related disciplines
• Strong background in financial modeling, valuation, forecasting, or investment analysis
• Ability to critically evaluate complex financial concepts and explain reasoning clearly in writing
• Excellent written English communication skills
• Experience in one or more areas such as M&A, capital markets, quantitative finance, or financial reporting
• Preferred certifications such as CFA, ACCA, ACA, CMA, MBA Finance, or equivalent credentials
• Familiarity with reviewing analytical content, research reports, or technical financial materials
• Comfortable working independently in a remote, deadline-driven environment
• Exposure to AI, data annotation, or model evaluation work is a plus

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Benefits:

• Fully remote work arrangement
• Flexible scheduling with globally distributed collaboration (including possible IST-aligned hours)
• Competitive hourly compensation (as outlined per project structure and experience level)
• Short-term, project-based contract engagement with immediate start availability
• Opportunity to work on cutting-edge AI and financial reasoning systems
• Exposure to advanced AI model development and evaluation workflows
• Professional consulting-style experience in a high-impact, innovative environment
• Potential eligibility for future projects based on performance and business needs