Investment Banking & Equity Research Analyst (Remote | $150–$220/hr)

Job summary

Share and document practical workflows for applying AI to financial modeling, research, and deal analysis, and create example analyses and reports using AI platforms. Evaluate AI-generated financial outputs, compare AI-enhanced and traditional workflows, and provide feedback to improve tools and processes.

Job details

Investment Banking Associate Position: Investment Banking Associate Type: Contractor Compensation: $150–$220/hour Location: Remote About the Opportunity We are seeking experienced Investment Banking Associates to support a project focused on integrating AI into investment banking and equity research workflows. Apply your expertise in financial modeling, research, valuation, and deal processes to help train next-generation AI systems. No prior AI experience is required — your domain knowledge is what matters. Key Responsibilities Share real-world workflows for using AI in financial modeling, research, and deal analysis. Create example analyses, workflows, and reports using AI platforms. Evaluate the accuracy and effectiveness of AI-generated financial outputs. Compare traditional financial workflows with AI-enhanced approaches. Identify practical benefits, limitations, and opportunities for AI integration. Provide clear written and verbal feedback to improve AI tools and workflows. Required Qualifications Strong background in investment banking, equity research, corporate finance, asset management, or related fields. Hands-on experience with financial modeling, research, valuation, and transaction processes. Experience using AI platforms for finance, such as Rogo, Hebbia, Model ML, Claude, or similar tools. Strong financial analysis, data analysis, and communication skills. Ability to explain and document financial workflows clearly. Preferred Qualifications Experience as an Associate, VP, or Analyst involved in research, modeling, or transactions. Experience integrating AI tools into professional financial workflows. Strong understanding of fintech trends and AI adoption in finance. Experience delivering actionable feedback and optimizing financial workflows. Compensation Competitive compensation of $150–$220/hour. Independent contractor engagement. Approximately 10 positions available. Application Process Submit your application and relevant experience. Complete any required screening or evaluation. Complete project onboarding and workflow guidelines training. Begin project work if selected.

What you’ll do

Share and document practical workflows for applying AI to financial modeling, research, and deal analysis, and create example analyses and reports using AI platforms. Evaluate AI-generated financial outputs, compare AI-enhanced and traditional workflows, and provide feedback to improve tools and processes.

Requirements

Candidates should have a strong background in investment banking, equity research, corporate finance, asset management, or a related field, with hands-on experience in modeling, research, valuation, and transactions. Experience using finance-oriented AI platforms and strong analytical and communication skills are required; associate, VP, or analyst-level transaction or research experience is preferred.

Listed skills

• Asset Management · Preferred
• Financial analysis · Preferred
• Data analysis · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Modeling
• Financial Research
• Valuation
• Transaction Analysis
• Investment Banking
• Equity Research
• Corporate Finance
• Asset Management
• AI Workflow Integration
• Financial Analysis
• Data Analysis
• Communication
• Workflow Documentation
• AI Output Evaluation
• Fintech

Job areas

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

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