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Investment Banking & M&A Expert

micro1

LocationUnited States, Canada, United Kingdom
SeniorityExperienced professional; requires 5+ years of relevant experience
Companymicro1
Verified recentlyChecked today
Compensation

$125k-$250k

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Requirements and working style

Decision details from the source listing

Experience

5+ years stated

Schedule

flexible

These fields are normalized from the employer's text. Confirm details on the employer site before applying.

WFH.team analysis

What this posting tells you

Remote contractor role building realistic transaction environments and using agentic AI tools to develop and review valuation models, deal materials, and evaluation criteria. Pay is $60–$120 per hour, paid per task. Requires at least 10 hours per week, with 20+ preferred; tasks take about 3 hours after approximately 15 hours of initial environment development.

Role lane

Customer success, Design and creative, Finance and investments, Operations, Writing and content

Where you can work

United States, Canada, United Kingdom

Working hours

Timezone overlap is not stated.

Arrangement

Experienced professional; requires 5+ years of relevant experience · Contractor

Required signals
Investment banking, M&A, or sell-side advisory experienceValuation modelingComparable-company analysisCIMs and pitch booksClient-facing deal materialsHands-on use of agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork
Preferred signals
Corporate carve-out experienceTop-tier investment bank or M&A advisory firm experienceIndustrials sector experienceDeveloping review standards, training junior professionals, or writing internal playbooksBenchmark development or AI evaluation experience
Confirm before applying
  • Required timezone overlap is not stated
Market context

Customer success hiring on WFH.team

9,575active related roles
3,755new in the latest period
2841.2jobs per 100 candidates
$132kmedian of comparable listed ranges

This role's listed pay is above the median among 196 comparable roles shown here. Category counts come from WFH.team's latest published remote job market snapshot.

Explore the remote job market
Skills and signals
Investment banking, M&A, or sell-side advisory experienceValuation modelingComparable-company analysisCIMs and pitch booksClient-facing deal materialsHands-on use of agentic AI tools such as Claude Code, Cursor, Codex, or Claude CoworkCorporate carve-out experienceTop-tier investment bank or M&A advisory firm experienceIndustrials sector experienceDeveloping review standards, training junior professionals, or writing internal playbooksBenchmark development or AI evaluation experienceRemote; US and Canada preferred, with UK and Latin America also considered
Job description

Investment Banking & M&A Expert at micro1

Role Title: Investment Banking & M&A Expert

Role Type: Contractor

Location: Remote - US/Canada preferred; UK and Latin America also considered

Pay: $60-120/hr. Paid per task

Time commitment: 10+ hours/week required; 20+ preferred.

Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.

Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.

micro1 is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.

You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.

Scope of Work

Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.

Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.

Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.

Required qualifications

5+ years of professional experience in investment banking, M&A, or sell-side advisory.

Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.

Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.

Preferred qualifications

Corporate carve-out experience — strongly preferred.

Experience at a top-tier investment bank or M&A advisory firm.

Industrials sector experience.

Experience developing review standards, training junior professionals, or writing internal playbooks.

Prior benchmark development or AI evaluation experience.

Availability for 20+ hours per week.

How the selection process works

Apply and complete the screening questions.

Complete the AI interview — this is how we showcase your expertise to the client.

Profile review.

Onboarding — our Talent Ops team will get you set up.

Company context

Working remotely at micro1

micro1 builds human-expertise data and evaluation infrastructure for AI models and agents. It recruits core-team employees and domain experts for AI training projects.

Headquarters
San Francisco Bay Area, California, United States
Founded
2022
Remote policy

Expert opportunities are remote and can be flexible. International applicants are considered, subject to country exclusions and each project's requirements. Core-team work arrangements vary by opening; check the individual posting.

Application process

Apply through the official posting. Expert applicants complete an AI interview and skills certification, followed by project selection and onboarding. Certification does not guarantee a project or immediate work.

Research micro1