Investment Banking Modeling Analyst

Job Title: Investment Banking Modeling Analyst

Job Type: Part-time or Full-time, Project-based

Location: Remote (Eligible in US, UK, Canada)

Job Summary:

Join our customer's team as an Investment Banking Modeling Analyst, contributing your deep transaction experience to help shape the future of finance and AI. In this high-impact, flexible role, you will transform real-world investment banking workflows into structured deliverables that power advanced financial decision systems for leading enterprises.

Key Responsibilities:

1. Convert complex investment banking and M&A processes into structured, knowledge-rich outputs
2. Build, review, and annotate high-quality financial models (LBO, M&A, 3-statement, valuation)
3. Create and refine investor-grade documents including IC memos, CIM sections, and diligence reports
4. Assess and enhance AI-generated financial materials for deal accuracy and clarity
5. Curate and structure datasets to train finance-focused AI engines
6. Collaborate directly with product and engineering teams to capture authentic deal dynamics
7. Uphold exceptional standards for written and verbal communication throughout all deliverables

Required Skills and Qualifications:

1. 2–7+ years of experience in Investment Banking, Private Equity, Venture Capital, Transaction Advisory, Corporate Development, or related fields
2. Robust transaction exposure, including live deal execution, diligence, and advanced financial modeling
3. Expertise in valuation methodologies: DCF, comparables, precedent transactions, and LBO
4. Proven ability to produce clean, investor-ready work products
5. Outstanding written and verbal communication skills, with special attention to detail and clarity
6. Highly organized and skilled in working independently in remote, asynchronous environments
7. Authorized to work in the US, UK, or Canada

Preferred Qualifications:

1. Experience with Infrastructure, Project Finance, Credit, Distressed, or Special Situations transactions
2. Background in evaluating or developing tools at the intersection of finance and technology
3. Track record of collaborating with cross-functional teams on innovative projects

Why This Is Unique:

Work alongside top-tier finance professionals in a highly selective environment, enjoy flexible hours that fit around your core commitments, and engage at the ground-floor of Finance × AI innovation, helping redefine how deal teams operate in the digital age. If you thrive in fast-paced, intellectually rigorous settings and are passionate about both finance and technology, we’d love to connect.