Investment Banking & M&A Expert

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

1. Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
2. Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
3. Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.

Required Qualifications

1. 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
2. Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
3. 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

1. Corporate carve-out experience — strongly preferred.
2. Experience at a top-tier investment bank or M&A advisory firm.
3. Industrials sector experience.
4. Experience developing review standards, training junior professionals, or writing internal playbooks.
5. Prior benchmark development or AI evaluation experience.
6. Availability for 20+ hours per week.

How the selection process works

1. Apply and complete the screening questions.
2. Complete the AI interview — this is how we showcase your expertise to the client.
3. Profile review.
4. Onboarding — our Talent Ops team will get you set up.