Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 48 days ago

Investment Banking Expert

Workable (global search)108,016 open roles

Where
United States
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowInvestment Banking ExpertWorkable (global search) · United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 48 days ago

Workable (global search) median: 7 days open

The posting

This role is for one of our clients

Compensation: $150-$220 per hour

Join a leading AI research initiative focused on improving how advanced AI systems understand and perform real-world investment banking work. We are seeking experienced investment banking professionals who can bring rigorous industry expertise to the evaluation of AI-generated and human-produced banking deliverables.

In this role, you will help define what high-quality investment banking work looks like by creating detailed evaluation criteria, reviewing completed work samples, and providing clear, evidence-based explanations for your assessments. Your expertise will help establish the standards used to measure the accuracy, quality, and professional relevance of AI systems.

Requirements

Key Responsibilities

  • Develop precise, task-specific grading criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, CIMs, transaction materials, deal memos, and board or investment committee presentations.
  • Evaluate AI-generated and human-produced work against established criteria and provide detailed written justifications for each assessment.
  • Assess the accuracy, completeness, analytical rigor, formatting, and professional quality of banking work products.
  • Apply consistent and objective judgment to ensure evaluation results are reproducible, defensible, and aligned with real-world investment banking standards.
  • Identify analytical errors, flawed assumptions, inconsistencies, formatting issues, and gaps in reasoning that could affect the quality of a deliverable.
  • Incorporate feedback from senior reviewers and continuously refine evaluation approaches and scoring frameworks.
  • Translate practical investment banking judgment into clear standards that can be applied to AI evaluation and training.

Ideal Qualifications

  • 2+ years of professional investment banking experience, preferably at the Associate level or above.
  • Experience at a leading global investment bank, elite advisory boutique, or comparable financial institution.
  • Background in M&A, investment banking coverage, or capital markets.
  • Strong command of core investment banking practices, including:
  • Three-statement financial modeling
  • DCF valuation
  • LBO modeling
  • Comparable company and precedent transaction analysis
  • Merger and transaction modeling
  • Valuation analysis and judgment
  • Deal-process documentation
  • Pitch books and CIMs
  • Board and investment committee materials
  • Strong understanding of the accuracy, presentation, formatting, and quality standards expected in professional investment banking deliverables.
  • Exceptional written communication skills, with the ability to clearly explain why a piece of work meets or falls short of professional standards.
  • Highly detail-oriented and consistent, with the ability to apply structured evaluation criteria objectively.
  • Comfortable receiving feedback and calibrating judgment against other experienced professionals.
  • Prior experience with AI training, model evaluation, data annotation, or human-data projects is a strong plus.

Application Process

  • Submit your resume or relevant professional background to begin the application process.
  • Qualified candidates may be asked to complete a brief technical or domain-specific assessment.
  • Additional information about your investment banking experience may be requested during the evaluation process.

Equal Opportunity

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract and Payment Terms

  • Engagement will be structured as an independent contractor opportunity.
  • This is a fully remote role with flexible scheduling.
  • Project duration and workload may vary based on program requirements and performance.
  • Work will focus exclusively on assigned evaluation and research activities and will not require access to confidential or proprietary information belonging to any current or former employer, client, or institution.
  • Payments will be made weekly through available payment platforms based on completed services.
  • Applicants requiring H-1B or STEM OPT sponsorship are not currently supported.
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.