Investment Banking Modeling Analyst

Role Overview

• Convert complex investment banking and M&A processes into structured, knowledge-rich outputs
• Build, review, and annotate high-quality financial models (LBO, M&A, 3-statement, valuation)
• Create and refine investor-grade documents including IC memos, CIM sections, and diligence reports
• Assess and enhance AI-generated financial materials for deal accuracy and clarity
• Curate and structure datasets to train finance-focused AI engines
• Collaborate directly with product and engineering teams to capture authentic deal dynamics
• Uphold exceptional standards for written and verbal communication throughout all deliverables

Requirements

• 2–7+ years of experience in Investment Banking, Private Equity, Venture Capital, Transaction Advisory, Corporate Development, or related fields
• Robust transaction exposure, including live deal execution, diligence, and advanced financial modeling
• Expertise in valuation methodologies: DCF, comparables, precedent transactions, and LBO
• Proven ability to produce clean, investor-ready work products
• Outstanding written and verbal communication skills, with special attention to detail and clarity
• Highly organized and skilled in working independently in remote, asynchronous environments
• Authorized to work in the US, UK, or Canada