
Investment Banking Analyst
Required Skills
Job Description
Job Title: Investment Banking Analyst - AI Trainer
Job Type: Full-time or Part-time (Contract)
Location: Remote
Job Summary:
Join our customer’s team as an Investment Banking Analyst - AI Trainer, where your financial expertise will help shape the future of AI-driven investment banking solutions. You will leverage your deep industry knowledge to contribute to a high-impact AI training project, ensuring that artificial intelligence models reflect real-world finance best practices and deal-making nuances.
Key Responsibilities:
• Collaborate with AI developers to translate investment banking workflows and logic into actionable training data for advanced AI models.
• Design and validate financial models, valuation analyses, pitchbooks, and due diligence materials for AI learning purposes.
• Review and enhance AI-generated outputs, providing expert feedback based on M&A, financial modeling, and valuation best practices.
• Document and communicate complex financial concepts clearly to multidisciplinary teams.
• Ensure the quality and accuracy of financial data, models, and scenario analyses incorporated into the AI training set.
• Act as a subject matter expert for transaction execution, deal analysis, and investment banking methodologies.
• Contribute to the continuous improvement of AI models by identifying gaps and proposing refinements based on industry standards and real-world scenarios.
Required Skills and Qualifications:
• Minimum 5 years of hands-on experience in investment banking, corporate finance, or private equity within reputable institutions.
• Proven track record in financial modeling, valuation (DCF, comparables, precedent transactions), and deal execution.
• Advanced Excel skills, with expertise in building and auditing complex financial models.
• Strong written and verbal communication skills, including the ability to explain intricate financial concepts succinctly.
• Demonstrated experience developing pitchbooks, conducting due diligence, and analyzing financial statements.
• Verifiable LinkedIn profile highlighting relevant transaction experience.
• Exceptional attention to detail, analytical thinking, and collaborative mindset.
Preferred Qualifications:
• Professional certifications such as CFA or FMVA.
• Prior involvement in AI, data analysis, or technology-driven finance projects.
• Experience providing training, mentorship, or leading knowledge-sharing initiatives.