Investment Banking AI Research Contributor

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Investment Banking AI Research Contributor based in Canada. As an Investment Banking AI Research Contributor, you will leverage your financial expertise to help evaluate and improve the capabilities of advanced AI systems. You will design realistic Excel-based tasks drawn from investment banking, M&A advisory, and corporate development workflows, challenging AI models to perform complex financial modeling accurately. By creating practical assignments and developing precise evaluation criteria, you will help establish reliable benchmarks for AI performance in real-world finance applications. You will work independently on a flexible schedule, applying your analytical skills and professional experience to meaningful AI research projects. This remote, project-based opportunity is ideal for experienced finance professionals interested in the intersection of financial modeling and artificial intelligence. With an immediate start and the potential to complete multiple assignments, you can contribute your expertise while gaining exposure to cutting-edge AI evaluation methods. Accountabilities - Develop Realistic Financial Modeling Tasks: Create practical Excel assignments based on your professional experience in investment banking, M&A advisory, or corporate development. Tasks may involve extending existing financial models, troubleshooting broken spreadsheets, or building models from detailed briefs. - Establish Correct Reference Solutions: Complete each assignment yourself to produce a clear, accurate reference answer that can be used to assess AI-generated outputs. - Design Evaluation Criteria: Develop precise, objective, yes-or-no grading rubrics that enable reviewers to consistently evaluate whether an AI model has completed each task correctly.

- Test AI Model Capabilities: Submit your assignments for evaluation against leading AI models and analyze their performance in realistic financial modeling scenarios. - Refine Evaluation Frameworks: When AI models fail to meet expectations, create detailed assessment criteria that identify errors, inaccuracies, and gaps in their outputs. Collaborate with reviewers to validate and finalize your tasks. - Prepare High-Quality Supporting Materials: Write clear task briefs and provide the necessary input Excel workbooks. Ensure that all materials are original, human-created, and based on appropriately sanitized real data or publicly available data with its source identified. - Maintain Professional and Data Integrity Standards: Ensure that assignments do not contain confidential or proprietary information belonging to any employer, client, or institution. - Complete Project Onboarding: Participate in an introductory group walkthrough, submit an original task proposal, and follow the evaluation and review process. Successful approval of the initial task may qualify you to complete additional assignments during the project period. Requirements: - Relevant Professional Experience: At least 3 years of experience in investment banking, M&A advisory, or corporate development, with practical exposure to financial analysis and modeling. - Advanced Excel and Financial Modeling Skills: Strong hands-on expertise in Excel, including merger models, pro forma financial statements, purchase accounting, precedent transaction analysis, football field valuations, and financial functions. - Financial Modeling Accuracy: Ability to build, review, troubleshoot, and extend complex financial models while ensuring numerical accuracy, logical consistency, and professional standards. - Analytical and Problem-Solving Abilities: Strong attention to detail and the ability to identify modeling errors, translate complex financial workflows into structured tasks, and define clear criteria for evaluating results.