Senior Investment Banking Evaluation Consultant

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

📋 Description

• Analyze financial models, valuation assessments, pitch books, confidential information memoranda, deal memos, and board documents.

• Evaluate the work for technical precision, completeness, presentation quality, and adherence to professional banking standards.

• Detect modeling inaccuracies, unsupported assumptions, formatting problems, and flaws in transaction reasoning.

• Ascertain whether materials comply with client-ready or committee-level expectations.

• Develop grading criteria tailored to investment banking deliverables.

• Establish measurable benchmarks for financial accuracy, valuation analysis, analytical thoroughness, structure, and presentation quality.

• Enhance evaluation rubrics based on feedback from reviewers and calibration results.

• Assess three-statement models, DCF analyses, LBO models, comparable-company analyses, and precedent transactions.

• Review merger models, accretion and dilution computations, transaction assumptions, and financing frameworks.

• Evaluate valuation findings for consistency, commercial insight, and supporting documentation.

• Identify calculation mistakes, sensitivity challenges, and discrepancies across financial outputs.

• Score both AI-generated and human-created work samples using structured criteria.

• Offer comprehensive written justifications for each score assigned.

• Maintain consistent, evidence-based judgments across various tasks and deliverables.

• Integrate senior reviewer feedback and modify evaluation methods effectively.

⛳️ Requirements

• Minimum of 2 years of professional investment banking experience at the associate level or higher.

• Background at a prominent global investment bank, elite advisory boutique, or similar transaction-oriented setting.

• Professional experience in M&A, industry coverage, leveraged finance, equity capital markets, debt capital markets, or related sectors.

• Strong expertise in financial modeling, valuation, transaction analysis, and deal-process documents.

• Thorough understanding of accuracy, formatting, and presentation standards for high-quality banking work.

• Excellent written communication skills with the ability to articulate analytical decisions clearly.

• Meticulous attention to detail and comfort with review and calibration processes.

• Experience in buy-side, sell-side, financing, restructuring, or strategic advisory transactions is advantageous.

• Strong skills in Excel-based financial modeling and PowerPoint-based banking materials are desirable.

• Familiarity with reviewing work produced by analysts, associates, or transaction teams is beneficial.

• Acquaintance with investment committee, board, fairness, or senior-management documents is preferred.

• Prior experience with AI evaluation, technical benchmarking, structured reviews, or human-data projects is a plus.

• Experience in developing grading rubrics, training resources, or quality-assurance frameworks is desirable.

• A degree in finance, economics, accounting, business, mathematics, or a related analytical discipline is helpful but not mandatory.

• An MBA, CFA, ACA, CPA, or equivalent financial training may be advantageous.

• Independent contractor status is required.

• Work must not involve access to confidential or proprietary information from any employer, client, or institution.

🏝️ Benefits

• Fully remote work environment.

• Flexible scheduling options.

• Weekly payments facilitated through Stripe or Wise.

• Part-time workload contingent on project availability and scope.

• Competitive hourly rates ranging from $145–$215 based on experience, seniority, and project requirements.

• Opportunity to leverage investment banking expertise in structured evaluation tasks.

• Flexible project assignments.

• Project durations may be extended, shortened, or modified based on scope and performance.