Investment Banking Expert

Skills
DecksFinancial TransactionsLeveraged BuyoutsMergers & AcquisitionsModelingResearch SkillsStructured Finance
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2+ years of professional investment banking experience at associate level or above
  • Experience at leading global investment banks or elite advisory boutiques
  • Strong fluency in three-statement and transaction modeling including DCF LBO comparables and merger math
  • Deep understanding of valuation judgment deal-process materials and bank-quality formatting and accuracy standards
  • Excellent written communication with the ability to explain scoring decisions clearly
  • Detail-oriented consistent and comfortable with peer review and calibration
  • Prior experience with AI training evaluation or human-data projects is a plus

Nice to have

  • Detail-oriented
  • Consistent
  • Calibrated judgment
  • Strong written communication
  • Reproducible scoring

Day to day

  • Define task-specific grading criteria for banking deliverables such as financial models valuation analyses pitch decks and deal memos.
  • Score AI-generated and human work samples using rigorous evidence-based judgment and provide detailed written justifications for each score.
  • Apply consistent reproducible standards and incorporate feedback from senior reviewers to calibrate and improve scoring quality.

Hiring process

  • Submit resume
  • Recruitment team reviews eligibility
  • Team helps understand strengths and strategize career next steps