Job Description

Job Description

Investment Banking Associate

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

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

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

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

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

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