Investment Banking AI Research Contributor

New
J
JobgetherInvestment banking
Based in PolandContractMiddle
Salary not disclosed
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Job Details

Languages
Excellent written English skills
Experience
At least 3 years of experience in investment banking, M&A advisory, or corporate development
Required Skills
Microsoft ExcelFinancial analysis

Requirements

  • At least 3 years of experience in investment banking, M&A advisory, or corporate development.
  • Practical exposure to financial analysis and modeling.
  • Strong hands-on Excel expertise, including financial functions.
  • Experience with merger models, pro forma financial statements, purchase accounting, precedent transaction analysis, and football field valuations.
  • Ability to build, review, troubleshoot, and extend complex financial models accurately and consistently.
  • Ability to identify modeling errors and translate financial workflows into structured tasks and evaluation criteria.
  • Excellent written English skills for producing clear task briefs, instructions, and evaluation rubrics.
  • Willingness to learn AI evaluation methodologies, model testing, and evaluation frameworks.
  • Ability to manage assignments independently, meet deadlines, and work within a flexible remote environment.
  • Use only appropriately sanitized real-world data or public data with clearly identified sources; create task briefs and workbooks without AI assistance.
  • Ability to begin promptly and participate in a 30-minute group walkthrough and submit an original task with the required input workbook files.

Responsibilities

  • Develop Excel assignments based on investment banking, M&A advisory, or corporate development workflows.
  • Extend existing financial models, troubleshoot spreadsheets, or build models from detailed briefs.
  • Complete each assignment and produce an accurate reference solution.
  • Create objective yes-or-no grading rubrics for evaluating AI-generated outputs.
  • Test assignments against AI models and analyze their financial modeling performance.
  • Develop assessment criteria to identify errors and gaps in model outputs, and collaborate with reviewers to validate tasks.
  • Prepare clear task briefs and input workbooks using original, human-created materials and appropriately sanitized or public data.
  • Complete project onboarding, submit an original task proposal, and follow the evaluation and review process.
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