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Investment Banking Expert - Remote

YO AI Labs

Ottawa, ON
  • Remote job

Investment Banking Expert

Role Type: Contractor
Location: Remote

We are seeking experienced Investment Banking Experts to contribute to a customer project focused on financial modeling, valuation, transaction analysis, and industry research.

You'll apply your investment banking expertise to evaluate real-world financial analysis and help train next-generation AI systems. No prior AI experience is required.

Scope of Work

  • Conduct company and industry research to support financial analysis and AI training.
  • Perform target screening, comparable company analysis, and transaction analysis.
  • Build, review, and troubleshoot Excel-based financial and valuation models.
  • Prepare and review pitchbooks and client presentation materials.
  • Analyze financial materials for numerical errors, valuation issues, and logical inconsistencies.
  • Explain accounting treatments, valuation adjustments, assumptions, and transaction sensitivities.
  • Provide clear written and verbal explanations of complex financial concepts.

Preferred Qualifications

  • Experience as a Senior Associate or Vice President in M&A, investment banking, or industry coverage.
  • Hands-on experience with live acquisition or sale processes.
  • Strong expertise in Excel financial modeling, valuation, and scenario analysis.
  • Experience with company research, target screening, comparable company analysis, and pitchbook preparation.
  • Ability to review and improve analytical and client-facing materials.
  • Excellent written and verbal communication skills.
  • Strong attention to detail, analytical thinking, and problem-solving abilities.
Vacancy posted 2 days ago
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