Investment Banking Specialist (Remote | $175–$300/hr)

Job summary

Conduct company and industry research, screen buyers and targets, and build or review financial models, valuations, and transaction analyses. Prepare and assess client-facing materials, identify analytical errors or weak assumptions, and explain financial concepts and deal considerations clearly.

Job details

Investment Banking Expert Position: Investment Banking Expert Type: Contractor Compensation: $175–$300/hour Location: Remote About the Opportunity micro1 is engaging experienced Investment Banking Experts to contribute to a customer project focused on improving financial data analysis, financial modeling, and industry research processes. In this role, you will apply real-world investment banking expertise to help train next-generation AI systems through high-quality financial analysis, transaction insights, and expert evaluation. No prior AI experience is required—your investment banking expertise is what matters. Responsibilities Conduct comprehensive company and industry research to support financial analysis and AI training initiatives. Perform and review buyer and target screening, comparable company analysis, and financial modeling. Build, update, and troubleshoot detailed Excel-based valuation and transaction models. Ensure financial models are methodologically accurate, logically consistent, and well-structured. Prepare and edit client-facing materials, including pitchbooks and transaction presentation materials. Analyze transaction scenarios and clearly communicate strategic rationale and key deal considerations. Review sample financial and presentation materials for numerical errors, weak strategic reasoning, and unclear logic. Provide actionable feedback to improve the quality and accuracy of analytical outputs. Explain accounting treatments, valuation adjustments, deal sensitivities, and key financial assumptions. Deliver clear written and verbal explanations of complex financial concepts to diverse audiences. Required Qualifications Strong professional experience in investment banking, M&A, industry coverage, or financial advisory. Substantial hands-on experience with live acquisition or sale processes. Advanced proficiency in Excel-based financial modeling. Strong understanding of valuation methodologies, comparable company analysis, and transaction analysis. Experience conducting company and industry research and target screening. Experience preparing and reviewing pitchbooks and client-facing transaction materials. Strong analytical review and problem-solving abilities. Ability to identify quantitative inaccuracies, weak assumptions, and strategic weaknesses. Exceptional written and verbal communication skills with strong attention to detail. Preferred Qualifications Experience as a Senior Associate or Vice President within an M&A or industry-coverage team. Background at a leading investment bank, established M&A boutique, or sector-focused advisory firm. Third-year Senior Associate experience is particularly relevant. Proven track record supporting li

What you’ll do

Conduct company and industry research, screen buyers and targets, and build or review financial models, valuations, and transaction analyses. Prepare and assess client-facing materials, identify analytical errors or weak assumptions, and explain financial concepts and deal considerations clearly.

Requirements

Requires substantial professional investment banking, M&A, industry coverage, or financial advisory experience, including hands-on involvement in live acquisition or sale processes. Candidates should have advanced Excel modeling skills, strong valuation and research expertise, experience with pitchbooks, and excellent analytical and communication abilities.

Listed skills

• Microsoft Excel · Preferred
• Financial analysis · Preferred
• Accounting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment Banking
• Mergers And Acquisitions
• Financial Modeling
• Excel
• Company Research
• Industry Research
• Valuation
• Comparable Company Analysis
• Transaction Analysis
• Target Screening
• Pitchbook Preparation
• Financial Analysis
• Accounting
• Strategic Analysis
• Analytical Review
• Client Communication

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting

More jobs from Synthires