Investment Banking Expert

Required Skills

investment banking
M&A

Job Description

Job Title: Investment Banking Expert

Job Type: Part-time (contractor)

Location: Remote (US, UK, or Canada)

Job Summary

Join our customer's team as an Investment Banking Expert, where you’ll leverage your deep expertise in investment banking and M&A to shape the next generation of AI systems. In this highly flexible, part-time AI trainer role, you will contribute your industry insights to help develop innovative solutions powering smarter decision-making for Fortune 500-level business functions.

Key Responsibilities

  • Provide expert guidance and feedback on investment banking and M&A scenarios to inform AI model development.
  • Curate, review, and refine training materials and datasets with a focus on accuracy and industry best practices.
  • Collaborate remotely with engineering and product teams to translate complex banking workflows into actionable insights for AI training.
  • Assess and validate the relevance and clarity of AI-generated content, ensuring alignment with real-world investment banking standards.
  • Contribute to process improvements by identifying gaps and opportunities within training data and methodologies.
  • Demonstrate exceptional written and verbal communication in both feedback and documentation.
  • Stay updated on current trends in M&A and investment banking to enrich AI learning material.

Required Skills and Qualifications

  • 5+ years of hands-on experience in investment banking or M&A roles, preferably with a top-tier or globally recognized financial institution.
  • Proven expertise in mergers, acquisitions, financial modeling, deal structuring, and client advisory.
  • Outstanding analytical and problem-solving abilities with meticulous attention to detail.
  • Superior written and verbal communication skills, capable of translating technical financial concepts for diverse audiences.
  • Demonstrated ability to work independently in a remote setting while delivering timely, high-quality results.
  • Strong ethical standards, confidentiality, and professionalism regarding sensitive financial data.
  • Eligible to work in the US, UK, or Canada.

Preferred Qualifications

  • Experience collaborating with AI, technology, or data science teams.
  • Advanced academic credentials (MBA, CFA or related fields) from a leading institution.
  • Direct background in developing or training AI-driven financial tools.

Apply now

Refer and Earn

Please note that by applying & completing our interview process, you will be added to our talent pool. This means you’ll be considered for this and all other possible roles that may match your skills. These potential opportunities will be sent your way as a micro1 certified candidate.

Have any questions? See FAQs