Investment Banking Associate, AI Residency (19)

Investment Banking Associate, AI Residency

This is a rare opportunity to combine deep investment banking expertise with frontier AI research in a highly specialized residency program.In this role, you will apply real-world deal experience to help improve how advanced AI systems understand and reason about corporate finance, M&A, and capital markets.You will work on structured research tasks that translate investment banking judgment into high-quality training and evaluation data for frontier models.The environment is fast-moving, intellectually rigorous, and highly collaborative, bridging top-tier finance expertise with cutting-edge AI development.

This position offers direct exposure to how leading AI systems are trained and refined, while allowing you to leverage your transactional background in a new and impactful context.The role is fully remote, flexible, and designed for experienced finance professionals seeking meaningful involvement in AI model development.

Accountabilities

• Contribute investment banking expertise to structured research workflows aimed at improving AI understanding of corporate finance and capital markets.
• Generate, refine, and evaluate high-quality content that reflects senior-level investment banking judgment across M&A, ECM, DCM, and leveraged finance.
• Translate complex real-world transaction experience into clear, structured reasoning outputs suitable for AI training and evaluation.
• Support the development of datasets that capture deal structuring, valuation approaches, execution processes, and client advisory perspectives.
• Review and improve AI-generated outputs to ensure accuracy, realism, and alignment with industry-standard financial reasoning.
• Apply deep expertise in financial modeling, including LBOs, DCFs, and 3-statement analysis, to validate model performance.
• Collaborate with research and technical teams to improve how frontier AI systems interpret investment banking workflows.
• Ensure consistency, precision, and clarity in all written outputs related to deal analysis and capital markets logic.

Requirements

• 3–7 years of experience in investment banking or capital markets at a bulge bracket or elite boutique institution.
• Experience at Associate, VP, or Director level in M&A, ECM, DCM, leveraged finance, syndicate, or industry coverage roles.
• Strong expertise in at least one core area such as deal structuring, valuation, capital markets execution, or sector-specific advisory work.
• Advanced financial modeling skills, including LBO modeling, DCF analysis, and integrated 3-statement financial models.
• Strong understanding of transaction workflows, including pitch materials, fairness opinions, pricing, execution, and closing processes.
• Ability to clearly articulate complex financial reasoning and investment banking judgment in structured written form.
• High attention to detail with strong analytical thinking and ability to break down complex transactions into logical components.
• Strong written communication skills in English with the ability to convey technical financial concepts precisely.
• Motivation to contribute to cutting-edge AI development by translating real-world finance expertise into structured datasets and reasoning frameworks.

Benefits

• Competitive hourly compensation aligned with experience and seniority.
• Fully remote working setup with flexible scheduling.
• Commitment of 20+ hours per week with adaptable workload planning.
• Opportunity to work at the intersection of investment banking and frontier AI development.
• Direct exposure to how advanced AI models are trained and improved.
• Participation in high-impact research shaping the future of AI understanding in finance.
• Fast onboarding process with rolling start dates.
• Collaborative environment combining domain experts and AI research teams.