Subject Matter Expert, Investment Banking

Responsibilities

• Define the quality bar for AI-assisted investment banking work across research, financial analysis, valuation, modeling, diligence, transaction execution, and client materials.
• Translate real banking workflows into challenging, representative evaluation tasks with realistic inputs, constraints, deliverables, and success criteria.
• Create and refine banker-grade reference artifacts, including financial models, valuation analyses, diligence materials, screening outputs, pitch books, committee materials, and transaction documents.
• Develop rigorous rubrics and grading methods that assess financial correctness, analytical judgment, source quality, traceability, internal consistency, presentation quality, and practical usefulness.
• Evaluate model outputs and end-to-end agent workflows, identify recurring failure modes, and translate findings into actionable feedback for Research, Engineering, and Product.
• Partner with researchers and engineers on evals, graders, datasets, human-review processes, tools, and product integrations that improve model performance on financial work.
• Work closely with product teams to identify the highest-value opportunities for AI in investment banking, prototype new workflows using OpenAI tools, and assess whether early experiences meet the needs of real users.
• Engage with customers, design partners, and domain reviewers to understand real-world standards and constraints, support testing and adoption, codify domain knowledge, and ensure responsible financial-services deployment.

Requirements

• 2+ years of investment banking experience, including live transaction execution and the production of high-quality analyses, financial models, and client materials.
• Strong command of core banking workflows across M&A, capital raising, strategic advisory, or a closely related product or coverage area.
• Ability to build and review financial analyses in Excel and produce polished PowerPoint materials, with a sharp eye for errors, weak assumptions, unsupported claims, inconsistent numbers, and poor presentation.
• Understanding of how work and judgment evolve from junior analyst through director, and ability to identify where AI should automate execution, support decision-making, or remain subject to human review.
• Excellent analytical judgment to assess whether an approach is appropriate, evidence is sufficient, and an output would withstand senior review.
• Ability to translate expert intuition into clear standards, actionable feedback, rubrics, and guidance that others and evaluation systems can apply consistently.
• Thrive in ambiguous, zero-to-one environments and willingness to create the first version of a task, model, deck, rubric, workflow prototype, or playbook.
• Curiosity about AI, comfort collaborating with technical and non-technical stakeholders, and ability to apply sound judgment around confidentiality, data entitlements, governance, regulation, and reputational risk.

Nice-to-Haves

• Experience across multiple banking products, industry coverage groups, geographies, or transaction types, or in adjacent fields such as private equity, corporate development, equity research, private credit, leveraged finance, or restructuring.
• Track record of improving financial workflows through automation, templates, knowledge systems, data tools, process redesign, or new technology.
• Familiarity with evaluation design, quality assurance, benchmarking, data annotation, prompt design, or testing AI-enabled financial tools.