Investment Banking Expert

24-MAG

. Build, update, review, and troubleshoot detailed Excel-based financial and transaction models .

Posted 9/15/2026part-timeRemote • New York • United StatesMid-LevelSenior💰 $175 - $300 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced Excel modeling skills, including scenario and sensitivity analysis, alongside a strong understanding of valuation methodologies and transaction processes. Capable of producing high-quality analytical work and client-facing deliverables while effectively communicating complex financial concepts.

Highest-signal resume keywords

Advanced Excel ModellingValuation MethodologiesCompany and Industry ResearchClient-Facing DeliverablesAnalytical Judgement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModellingTransaction AnalysisValuation AdjustmentsSensitivity AnalysisComparable Company AnalysisTroubleshootingAccounting TreatmentsScenario AnalysisPitchbook PreparationError Identification

Soft Skills

Exceptional Communication SkillsAttention to DetailProblem-Solving AbilityAnalytical Judgement

Industry Keywords

M&AInvestment BankingTransaction ProcessesStrategic AnalysisClient StandardsAnalytical QualityIndustry DynamicsTransaction ContextMarket InformationInvestment Banking Presentations

About the role

Key responsibilities & impact

Build, update, review, and troubleshoot detailed Excel-based financial and transaction models
Apply valuation methodologies across acquisition, sale, and strategic transaction scenarios
Analyse assumptions, sensitivities, and accounting treatments and their impact on model outputs
Review financial models for methodological accuracy, logical consistency, and numerical integrity
Identify and correct errors affecting transaction analysis or valuation conclusions
Conduct company and industry research for transaction and strategic analysis
Perform buyer screening, target screening, comparable company analysis, and related research workflows
Evaluate industry dynamics, company positioning, transaction context, and market information
Connect research findings to valuation, transaction rationale, and strategic conclusions
Perform and review valuation analyses, including comparable company analysis
Evaluate valuation adjustments, transaction sensitivities, and accounting considerations
Review transaction materials for numerical inaccuracies, weak logic, or unsupported conclusions
Provide clear, actionable feedback to improve analytical quality and consistency
Prepare and edit investment banking presentations, pitchbooks, and client deliverables
Structure transaction narratives and strategic rationale clearly and professionally
Review materials against senior-banker and client-quality standards
Communicate analytical conclusions accurately and explain complex financial concepts to specialist and broader professional audiences
Apply investment banking expertise to AI training and financial analysis workflows

Requirements

What you’ll need

Former Senior Associate, preferably third-year, Vice President, or comparable investment banking professional
Background within an M&A team, industry-coverage group, established M&A boutique, or sector-focused advisory firm
Substantial hands-on exposure to live acquisition, sale, or other transaction processes
Strong track record producing high-quality analytical work and client-facing deliverables
Advanced Excel modelling skills, including troubleshooting, scenario analysis, and sensitivity analysis
Direct experience with company and industry research, target screening, comparable company analysis, and pitchbook preparation
Strong understanding of valuation methodologies, accounting treatments, transaction adjustments, and deal sensitivities
Proven ability to produce and review materials to senior-banker or client standards
Exceptional written and verbal communication skills
Strong analytical judgement, problem-solving ability, and attention to detail
Ability to identify and clearly explain quantitative inaccuracies, strategic weaknesses, and unsupported assumptions
No prior experience in AI research or model training is required
Work must be completed without using confidential or proprietary information belonging to any employer, client, institution, company, transaction party, or other third party

Benefits

Comp & perks

Part-time independent contractor engagement
Fully remote work
Flexible project scope, workload, timing, and duration depending on project requirements