Investment Banking and M&A AI Evaluation Expert

The work

You will create realistic investment banking and M&A transaction environments and assess how well AI systems handle complex deal work. This includes preparing company information, financial statements, diligence materials, deal context, and client-facing deliverables.

You will use agentic AI tools to develop and review transaction materials, then independently assess their analytical quality, completeness, accuracy, and presentation.

• Build scenarios based on valuation, comparable-company analysis, financial modeling, and sell-side advisory work.
• Create and review CIMs, pitch books, valuation models, task instructions, and supporting files.
• Write objective standards for evaluating AI-generated transaction work.
• Turn complex transaction workflows into realistic scenarios, instructions, and evaluation criteria.

What it pays and takes

This is remote contractor work for professionals who can combine investment banking or M&A expertise with hands-on use of AI tools.

• $60 to $120 per hour equivalent, paid per task.
• At least 10 hours per week required; 20 or more hours preferred.
• Open to candidates in the United States, Canada, and the United Kingdom.
• Fluent in English.
• Listed experience level: entry level.
• At least five years of professional experience in investment banking, M&A, or sell-side advisory.
• Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and live-deal materials.
• Substantive experience with agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.
• Corporate carve-out experience, top-tier investment banking or M&A advisory experience, and industrials expertise are helpful.
• Experience creating review standards, training junior professionals, writing internal playbooks, or performing benchmark and AI evaluation work is helpful.

How it works

Apply on OpenTrain with your resume, then complete the application on the hiring site.

About AI training work

AI training work is the human side of building artificial intelligence. People prepare examples, write and review model outputs, and assess whether AI systems produce accurate, useful work; experienced professionals are needed for tasks that require specialized knowledge.

OpenTrain is where people find AI training and data-labeling projects, build a profile, and apply in minutes.