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 - Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context. - Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory. - Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables. Required Qualifications - 5+ years of professional experience in investment banking, M&A, or sell-side advisory. - Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals. - 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 - 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 junior professionals, or writing internal playbooks. - Prior benchmark development or AI evaluation experience. - Availability for 20+ hours per week. How the selection process works - Apply and complete the screening questions. - Complete the AI interview — this is how we showcase your expertise to the client. - Profile review. - Onboarding — our Talent Ops team will get you set up. Originally posted on Himalayas