Investment Banking Subject Matter Expert
US$55 – US$60 / hr base salary
Posted 17 Jun 2026
Advertised as “(On-Call) Senior Investment Banking Subject Matter Expert (AI Evaluation) | U.S.”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 4+ yrs
- Management level
- Individual contributor
- Employment
- Remote
- Contract
- Part-time
| Base salary | US$55 – US$60 / hr |
|---|
Field of studyAccounting, Business, Economics, Finance, Insurance, Law, Mathematics, Risk Management, Statistics (or related)
Study levelBachelor's
CertificationsCfa, ACA
Schedule & Availability
This is a project-based independent contractor opportunity supporting the evaluation of advanced AI models.
As with many AI projects, work is assigned based on client demand. Although we anticipate strong project volume, available work may fluctuate over time. This engagement is best suited for consultants who are comfortable with a dynamic, project-based environment.
AI Evaluation Experience
Previous experience with AI evaluation, RLHF, prompt engineering, AI annotation, or LLM evaluation is strongly preferred. Candidates with exceptional finance expertise who are eager to learn structured AI evaluation workflows are also encouraged to apply.
About the Role
We are seeking an experienced Investment Banking Subject Matter Expert (SME) to support the development, evaluation, and improvement of advanced Artificial Intelligence (AI) models.
This is not a traditional Investment Banking position.
Instead, you will apply your real-world expertise to evaluate complex AI-generated financial analyses, validate technical reasoning, identify inaccuracies, and help improve Large Language Models (LLMs) used within the finance industry.
We are looking for professionals who are recognized as experts within their field—individuals capable of evaluating financial reasoning with the same rigor expected in investment banking, corporate finance, transaction advisory, and institutional finance environments.
Requirements
Domain Expertise
Candidates should demonstrate expert-level knowledge in one or more of the following:
- Investment Banking
- Mergers & Acquisitions (M&A)
- Corporate Finance
- Financial Modeling
- Business Valuations
- Transaction Advisory
- Due Diligence
- Capital Raising
- Leveraged Finance
- Private Equity
- Venture Capital
- Strategic Finance
Strong candidates typically have practical experience with:
- Discounted Cash Flow (DCF) Models
- Leveraged Buyout (LBO) Models
- Comparable Company Analysis
- Precedent Transaction Analysis
- Three-Statement Financial Modeling
- Purchase Price Allocations
- Fair Value Analysis
- Investment Memorandums
- Deal Structuring
- Pitch Books