Construct expert benchmarks: Build and validate real-world transaction analyses, valuation frameworks, and deal materials used to evaluate frontier AI systems.
Stress-test model reasoning: Diagnose weaknesses in AI-generated deal analyses, identifying where logic, assumptions, or transaction intuition fail.
Design frameworks: Translate how senior bankers evaluate transactions, structure deals, and advise clients through origination, execution, and close into problems that push the limits of AI reasoning.
Compare human vs. machine judgment: Systematically evaluate divergence between professional banking judgment and AI outputs across M&A, ECM, DCM, and leveraged finance contexts.

3–7 years of experience in investment banking or capital markets at a bulge bracket or elite boutique (e.g. Goldman Sachs, Morgan Stanley, J.P. Morgan, Bank of America, Citi, Barclays, UBS, Deutsche Bank, Wells Fargo, Evercore, Moelis, Centerview, Lazard, Jefferies)
Associate, VP, or Director level across M&A, industry coverage, ECM/DCM, leveraged finance, or syndicate
Deep expertise in at least one of: M&A deal structuring and valuation, equity or debt capital markets execution, sector-specific coverage, or syndicate/book-running
Strong financial modeling skills (including LBO, 3-statement, DCF) and comfort with complex transaction analysis, fairness opinions, and client-facing materials
Ability to articulate investment banking judgment clearly and precisely in writing
Genuine intellectual curiosity about the application of AI in financial services

Investment Banking, Capital Markets Professional – AI Residency

Key skills