The work
You will apply investment banking judgment to financial research, transaction analysis, valuation modeling, and expert review for AI training. The work includes checking both numerical accuracy and the strategic logic behind financial materials.
You will also explain complex financial concepts and model assumptions clearly in written and verbal feedback.
- Research companies and industries to support financial data analysis and AI training.
- Perform or review buyer and target screening, comparable company analysis, valuation work, and transaction modeling.
- Build, update, and troubleshoot detailed Excel models, including scenario analysis and output checks.
- Prepare and edit presentation and pitchbook-style materials for transaction scenarios and strategic rationale.
- Identify numerical errors, weak strategy, unclear logic, accounting treatments, valuation adjustments, and deal sensitivities.
What it pays and takes
This is a remote, part-time contractor role. The work is open to candidates in the countries specified for the role across the Americas, Europe, Asia, Africa, and the Middle East.
- Pay: $175 to $300 per hour.
- Language: Fluent in English.
- Required background: Substantial experience with live acquisition or sale processes and high-quality client-facing deliverables.
- Skills: Advanced Excel modeling, company and industry research, target screening, comparable company analysis, pitchbook preparation, and review against senior banker or client standards.
- Communication: Explain complex financial concepts to diverse audiences and provide clear, actionable feedback.
- Judgment: Identify quantitative inaccuracies, strategic weaknesses, methodological problems, and logical inconsistencies in transaction materials.
- Helpful background: Former Senior Associate, preferably in the third year, or Vice President experience in M&A or industry coverage at an investment bank, M&A boutique, or sector-focused advisory firm.
How it works
You apply here in about two minutes and finish on the hiring platform. The next step is a short AI interview (technical roles include a coding challenge). Passing it is how you qualify for paid tasks, so take it soon after you are invited.
About AI training work
AI training is the human work behind systems that learn from examples, including reviewing financial analysis and rating or improving model outputs. OpenTrain is a platform where people find these projects, build a profile, and apply for roles that use their professional expertise. Experienced contributors are needed because strong subject knowledge helps identify errors and explain why an answer or analysis is sound.