Investment Banking Expert

This is a fully remote position, open to applicants in New York.

📋 Description

• Design intricate deal scenarios for M&A, capital markets, leveraged finance, valuation, financial modeling, and transaction execution.

• Develop reference outputs and evaluation rubrics that embody seasoned investment banking judgment.

• Create and assess scenarios related to mergers, acquisitions, divestitures, strategic transactions, capital raises, debt financing, and leveraged transactions.

• Evaluate deal recommendations based on financial viability, strategic alignment, and execution quality.

• Produce reference deal analyses, executive-level transaction narratives, pitch books, valuation materials, transaction summaries, and strategic recommendations.

• Develop and analyze DCF, comparable company, precedent transaction, LBO, and other sophisticated valuation models.

• Assess assumptions, sensitivities, valuation ranges, financial drivers, capital structures, financing alternatives, and transaction risks.

• Evaluate market data, precedent transactions, trading comparables, and transaction assumptions using professional financial-data platforms.

• Review AI-generated outputs for financial accuracy, strategic insight, modeling quality, and transaction realism.

• Identify modeling errors, weak assumptions, incomplete recommendations, and analytical inconsistencies.

• Provide clear written justifications that support evaluation decisions.

⛳️ Requirements

• A minimum of 5 years of professional experience in investment banking, M&A advisory, capital markets, leveraged finance, or a closely related field.

• Senior-level experience within a bulge-bracket bank, elite boutique, major financial institution, or a comparable advisory environment.

• Direct responsibility for large-scale deal execution, capital raises, strategic advisory mandates, or complex financial transactions.

• Strong proficiency in DCF, comparable company analysis, precedent transactions, LBO modeling, and related valuation methodologies.

• Deep knowledge of transaction mechanics, due diligence, financing processes, and board-level advisory work.

• Familiarity with Bloomberg, Capital IQ, FactSet, and other professional investment banking tools.

• Experience with regulatory review, securities considerations, antitrust processes, and transaction approvals is highly valued.

• Excellent written communication skills, with the ability to articulate complex financial reasoning clearly and precisely.

• Experience in developing financial-model training materials, transaction documentation, pitch books, or evaluation rubrics is advantageous.

• Work must be performed without utilizing confidential or proprietary information belonging to any employer, client, institution, or other third party.

• H1-B and STEM OPT support are not available for this engagement.

🏝️ Benefits

• Fully remote work environment.

• Flexible scheduling based on project requirements.

• Projects may be extended, shortened, or concluded based on project needs and performance.