Job Description

Investment Banking Associate

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

Position: Investment Banking Associate

Type: Contractor

Compensation: $150–$220/hour

Location: Remote

About the Opportunity

We are seeking experienced Investment Banking Associates to support a project focused on integrating AI into investment banking and equity research workflows. Apply your expertise in financial modeling, research, valuation, and deal processes to help train next-generation AI systems. No prior AI experience is required — your domain knowledge is what matters.

Key Responsibilities

• Share real-world workflows for using AI in financial modeling, research, and deal analysis
• Create example analyses, workflows, and reports using AI platforms.
• Evaluate the accuracy and effectiveness of AI-generated financial outputs
• Compare traditional financial workflows with AI-enhanced approaches
• Identify practical benefits, limitations, and opportunities for AI integration.
• Provide clear written and verbal feedback to improve AI tools and workflows.

Required Qualifications

• Strong background in investment banking, equity research, corporate finance, asset management , or related fields.
• Hands-on experience with financial modeling, research, valuation, and transaction processes
• Experience using AI platforms for finance, such as Rogo, Hebbia, Model ML, Claude , or similar tools.
• Strong financial analysis, data analysis, and communication skills.
• Ability to explain and document financial workflows clearly.

Preferred Qualifications

• Experience as an Associate, VP, or Analyst involved in research, modeling, or transactions.
• Experience integrating AI tools into professional financial workflows.
• Strong understanding of fintech trends and AI adoption in finance
• Experience delivering actionable feedback and optimizing financial workflows.

Compensation

• Competitive compensation of $150–$220/hour.
• Independent contractor engagement.
• Approximately 10 positions available.

Application Process

1. Submit your application and relevant experience.
2. Complete any required screening or evaluation.
3. Complete project onboarding and workflow guidelines training.
4. Begin project work if selected. xhyhwjd

Remote working/work at home options are available for this role.

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