Financial Due Diligence & Transaction Accounting - Remote

Job Title: Investment Banking & M&A Expert

Role Type: Contractor

Location: Remote (US/Canada preferred; UK and Latin America considered)

Time Commitment: 10+ hours/week; 20+ preferred

Job Overview

We are seeking experienced investment banking and M&A professionals to build realistic transaction scenarios and use AI agents to develop and evaluate valuation models, deal materials, and financial deliverables.

Key Responsibilities

Build transaction environments using company information, financial statements, and due diligence materials.

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

Develop and review CIMs, pitch books, valuation models, and supporting documents using AI agents.

Create task instructions and objective evaluation criteria.

Required Qualifications

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

Proven experience preparing valuation models, comparable-company analyses, CIMs, and pitch books for live deals.

Hands-on experience with agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork.

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 materials, or AI evaluation benchmarks.

Availability for 20+ hours per week.

Selection Process

Application and screening questions.

AI interview.

Profile review.

Onboarding with the Talent Operations team.

Originally posted on Himalayas