Private Equity Financial Modeling Expert

Job Title: Investment Banking Financial Modeling Exper

Job Type: Part-time or Full-Time (contractor)

Location: Remote (US, UK, Canada)

Job Summary:

Join our customer’s team as a Financial Modeling Expert and shape the future of AI-driven financial analysis. In this high-impact, part-time role, you will leverage deep transaction experience to design institutional-grade financial modeling tasks that train cutting-edge AI systems for one of the world’s largest companies.

Key Responsibilities:

• Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios.

• Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates.

• Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic.

• Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks.

• Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures.

• Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment.

• Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

Required Skills and Qualifications:

• At least 5 years of recent, hands-on experience in investment banking, private equity, growth equity, hedge funds, Growth Venture Capital or similar corporate development roles.

• Demonstrated expertise in independently building complex financial models from scratch—no templates.

• Mastery of integrated 3-statement modeling, DCFs, LBOs, and advanced transaction modeling.

• Proven ability to perform scenario and sensitivity analyses and assess transaction risk/return.

• Deep transaction judgment and meticulous attention to detail, reflecting institutional standards.

• Exceptional written and verbal communication skills, with a passion for documentation and explanation.

• Self-motivated and comfortable working independently in a high-expectation, remote environment.

Preferred Qualifications:

• Experience across both sell-side (investment banking) and buy-side (private equity, growth equity, growth VC) domains.

• Familiarity with creating or evaluating technical content, training materials, or assessment rubrics, and handling complex or non-standard transactions (carve-outs, spin-offs, minority investments).