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Role: Investment Analyst (Remote) Location: Remote (United States & Canada Only) Employment Type: Contract / Full-Time Important Eligibility Notice: Location: This role is strictly open to candidates currently residing in and authorized to work in the United States or Canada. Applications from outside these regions will not be considered. Required Background: This position requires direct, prior experience in Investment Banking (IB), Private Equity (PE), or Mergers & Acquisitions (M&A). General accounting, corporate bookkeeping, or basic FP&A backgrounds do not meet the core requirements for this project. Overview: We are seeking a Finance Multimodal Data Specialist with institutional financial expertise to train, evaluate, and refine next-generation AI models on complex financial reasoning tasks. You will analyze high-level financial models, deal structures, pitch decks, LBOs, and SEC filings to generate high-quality multimodal training data. Key Responsibilities: Evaluate, annotate, and generate complex multimodal data involving financial charts, valuation tables, tear sheets, and deal memoranda. Design and solve advanced financial problems covering DCF modeling, LBO dynamics, comparable company analysis (Comps), and M&A structuring. Validate AI model responses for technical financial accuracy, precision, and adherence to institutional finance standards. Identify logic flaws, mathematical inconsistencies, and edge-case errors in AI-generated financial insights. Requirements: 1+ years of direct experience as an Analyst or Associate in Investment Banking (IB), Private Equity (PE), M&A, or institutional Equity Research. Deep proficiency in financial modeling, corporate valuation methodologies, and interpreting complex financial statements. Strong written communication skills with the ability to explain intricate financial logic clearly. Must be based in and authorized to work in the United States or Canada. Equal Opportunity Employer: We are an equal opportunity employer. We are committed to building an inclusive workplace and welcome applications from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are made solely on the basis of qualifications, skills, and demonstrated ability. Apply Now!

What you’ll do

The role involves training and refining AI models by generating and evaluating complex multimodal financial data. Responsibilities include designing advanced financial problems and validating AI responses for technical accuracy and institutional standards.

Requirements

Candidates must have 1+ years of direct experience in Investment Banking, Private Equity, or M&A. Proficiency in financial modeling and corporate valuation is required, along with authorization to work in the US or Canada.

Listed skills

• written communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Modeling
• Corporate Valuation
• DCF Modeling
• LBO Dynamics
• Comparable Company Analysis
• M&A Structuring
• SEC Filings Analysis
• Financial Reasoning
• Data Annotation
• Institutional Finance
• Equity Research
• Written Communication

Job areas

• Finance & Accounting
• Data & Analytics
• Technology
• Consulting