Investment Banking Associate

Overview

Responsibilities

• Evaluate and annotate complex financial materials, transaction documents, and case studies to enrich AI learning datasets.
• Draft, review, and edit project deliverables including pitchbooks, valuation models, and market analysis summaries for accuracy and clarity.
• Simulate and document real-world investment scenarios to improve model understanding of industry practices and deal processes.
• Provide detailed, written feedback on AI-generated financial content with a focus on precision, relevance, and professionalism.
• Curate and synthesize financial data to support scenario creation and decision-making exercises within the project scope.
• Identify and communicate nuanced industry concepts and terminology essential to authentic investment banking operations.
• Collaborate virtually with project coordinators to ensure deliverables align with project guidelines and client expectations.

Requirements

• Required qualifications: not separately stated in the listing; the qualifications below are labelled preferred.

Preferred

• Current or recent experience as an Investment Banking Associate (any level) or Analyst (2nd year+), or equivalent role within Sales & Trading.
• Demonstrated expertise in financial modeling, valuation, and deal execution processes.
• Excellent written and verbal communication skills with an emphasis on clarity and detail.
• Proven ability to interpret and analyze financial statements, transaction documents, and market data.
• Strong attention to detail and ability to provide constructive, actionable feedback on complex materials.
• Ability to work independently and manage multiple deliverables within defined project milestones.
• Familiarity with industry-standard documentation, regulatory considerations, and deal structuring nuances.

Engagement and pay

• Listed as a contractor role on the source.
• Pay: $120-$150/hour, as listed on the source.

Eligibility

• Country eligibility not stated. Check with the provider before applying.