Investment Banking Associate – AI Financial Projects

Elitebrain Talent Representation and Career Advisory

. Evaluate and annotate complex financial materials, transaction documents, and investment banking case studies to support AI training and evaluation .

Posted 10/18/2026contractRemote • Florida • United StatesJuniorMid-Level💰 $120 - $150 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, valuation, and investment banking processes, with a strong ability to analyze complex financial materials and provide actionable feedback. Proven skills in collaborating with multidisciplinary teams and managing multiple deliverables while maintaining high-quality standards.

Highest-signal resume keywords

Financial ModelingInvestment Banking Transaction ProcessesValuation AnalysisFinancial Statement InterpretationAnalytical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingBusiness ValuationFinancial AnalysisDeal ExecutionTransaction StructuringMarket AnalysisPitchbook DevelopmentInvestment Presentation ReviewFinancial Documentation FamiliarityRegulatory Considerations

Soft Skills

Written CommunicationVerbal CommunicationAttention to DetailProblem-SolvingOrganizational Skills

Industry Keywords

Investment BankingCapital MarketsTransaction DocumentsFinancial StatementsMarket InformationAnalytical ContentInvestment Banking Case StudiesFinancial TerminologyIndustry PracticesQuality Standards

About the role

Key responsibilities & impact

Evaluate and annotate complex financial materials, transaction documents, and investment banking case studies to support AI training and evaluation
Draft, review, and refine pitchbooks, valuation models, and market analysis reports
Develop and document realistic investment banking scenarios covering financial transactions, deal structures, and industry practices
Assess AI-generated financial content and provide detailed feedback on financial accuracy, analytical reasoning, relevance, and technical quality
Analyze and synthesize financial statements, transaction data, and market information
Identify and explain complex investment banking concepts, financial terminology, and industry-specific practices
Collaborate remotely with project coordinators to meet guidelines, quality standards, and project milestones

Requirements

What you’ll need

Current or recent experience as an Investment Banking Associate, a second-year or more senior Investment Banking Analyst, or in an equivalent Sales & Trading role
Expertise in financial modeling, business valuation, financial analysis, and investment banking transaction processes
Practical knowledge of deal execution, transaction structuring, and capital markets
Ability to interpret and analyze financial statements, valuation models, transaction documents, and market data
Experience reviewing financial models, pitchbooks, investment presentations, and other investment banking documentation
Familiarity with industry-standard financial documentation, regulatory considerations, and deal structuring practices
Ability to identify financial inconsistencies and evaluate complex analytical content
Excellent written and verbal communication skills
Exceptional attention to detail and commitment to accuracy
Strong analytical thinking, critical reasoning, and problem-solving abilities
Ability to provide constructive, detailed, and actionable feedback on complex financial materials
Ability to work independently and manage multiple deliverables within established project milestones
Strong organizational skills and effective time management
Ability to collaborate remotely with project coordinators and multidisciplinary teams
Professional judgment, adaptability, and commitment to delivering high-quality work

Benefits

Comp & perks

100% remote work arrangement
Project-based independent contractor opportunity
Flexible participation in specialized AI training and evaluation projects