Subject Matter Expert, Investment Banking

OpenAI

. Define the quality bar for AI-assisted investment banking work across research, financial analysis, valuation, modeling, diligence, transaction execution, and client materials .

Posted 9/17/2026full-timeSan Francisco • California • United StatesJuniorMid-Level💰 $185,000 - $205,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment banking workflows, financial analysis, and model development, with a strong focus on quality assurance and actionable feedback. Proficient in collaborating with cross-functional teams to identify AI opportunities and enhance financial processes.

Highest-signal resume keywords

Investment Banking ExperienceFinancial ModelingAnalytical JudgmentExcel ProficiencyPowerPoint Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisValuationTransaction ExecutionModelingDiligenceQuality AssuranceEvaluation DesignData AnnotationPrompt DesignBenchmarking

Soft Skills

Curiosity About AIAttention to DetailAbility to Thrive in Ambiguous EnvironmentsStrong Communication SkillsSound Judgment

Tools & Technologies

OpenAI ToolsExcelPowerPoint

Industry Keywords

M&ACapital RaisingStrategic AdvisoryPrivate EquityCorporate DevelopmentEquity ResearchPrivate CreditLeveraged FinanceRestructuringFinancial Services

About the role

Key responsibilities & impact

Define the quality bar for AI-assisted investment banking work across research, financial analysis, valuation, modeling, diligence, transaction execution, and client materials
Translate real banking workflows into challenging evaluation tasks with realistic inputs, constraints, deliverables, and success criteria
Create and refine banker-grade reference artifacts, including financial models, valuation analyses, diligence materials, screening outputs, pitch books, committee materials, and transaction documents
Develop rigorous rubrics and grading methods assessing financial correctness, analytical judgment, source quality, traceability, internal consistency, presentation quality, and practical usefulness
Evaluate model outputs and end-to-end agent workflows, identify recurring failure modes, and provide actionable feedback to Research, Engineering, and Product
Partner with researchers and engineers on evals, graders, datasets, human-review processes, tools, and product integrations
Work with product teams to identify high-value AI opportunities in investment banking, prototype workflows using OpenAI tools, and assess early experiences
Engage customers, design partners, and domain reviewers to understand standards and constraints, support testing and adoption, codify domain knowledge, and ensure responsible financial-services deployment

Requirements

What you’ll need

2+ years of investment banking experience, including live transaction execution and production of high-quality analyses, financial models, and client materials
Strong command of core banking workflows across M&A, capital raising, strategic advisory, or a closely related product or coverage area
Ability to build and review financial analyses in Excel
Ability to produce polished PowerPoint materials
Sharp eye for errors, weak assumptions, unsupported claims, inconsistent numbers, and poor presentation
Understanding of work and judgment from junior analyst through director
Excellent analytical judgment
Ability to translate expert intuition into clear standards, actionable feedback, rubrics, and guidance
Ability to thrive in ambiguous, zero-to-one environments
Curiosity about AI and comfort collaborating with technical and non-technical stakeholders
Sound judgment around confidentiality, data entitlements, governance, regulation, and reputational risk
Ability to work from the San Francisco office three days per week
Especially strong candidates may have experience across multiple banking products, industry coverage groups, geographies, or transaction types
Especially strong candidates may have experience in private equity, corporate development, equity research, private credit, leveraged finance, or restructuring
Especially strong candidates may have improved financial workflows through automation, templates, knowledge systems, data tools, process redesign, or new technology
Especially strong candidates may have familiarity with evaluation design, quality assurance, benchmarking, data annotation, prompt design, or testing AI-enabled financial tools

Benefits

Comp & perks

Offers equity
Performance-related bonus(es) for eligible employees
Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
401(k) retirement plan with employer match
Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents)
Paid medical and caregiver leave (up to 8 weeks)
Paid time off: flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
13+ paid company holidays
Multiple paid coordinated company office closures throughout the year for focus and recharge
Paid sick or safe time (1 hour per 30 hours worked, or more, as required by applicable state or local law)
Mental health and wellness support
Employer-paid basic life and disability coverage
Annual learning and development stipend
Daily meals in offices
Meal delivery credits as eligible
Relocation support for eligible employees
Charitable donation matching and wellness stipends may also be provided
Immigration and sponsorship support may be provided based on individual circumstances