Role Description
We are sharing a specialised consulting opportunity for experienced investment banking and finance professionals with strong expertise in financial modelling, equity research, transaction analysis, valuation, and AI-enabled financial workflows to contribute to advanced AI training and evaluation initiatives.
Selected professionals will demonstrate how modern AI tools are incorporated into research, modelling, valuation, and deal processes; develop realistic finance workflows and analyses; evaluate AI-generated outputs; and provide practical insight into where AI improves or falls short of traditional investment-banking methods. Prior AI research experience is not required, but hands-on use of AI tools in professional finance workflows is important.
Key Responsibilities
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Financial Modelling & Deal Analysis
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Apply investment-banking expertise to realistic financial analysis workflows
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Demonstrate approaches to financial modelling and valuation
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Analyse transaction-related information and deal scenarios
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Explain modelling assumptions and analytical decision-making
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Apply professional judgement to complex finance tasks
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AI-Enabled Finance Workflows
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Demonstrate how AI tools integrate into day-to-day finance workflows
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Develop example workflows using AI-powered financial platforms
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Apply AI tools to research, data collection, modelling, and valuation
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Explain where AI can streamline traditional analytical processes
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Identify practical limitations of AI-assisted financial work
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Research & Analytical Evaluation
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Evaluate AI-generated financial research and modelling outputs
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Assess analytical accuracy, relevance, and completeness
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Identify errors, unsupported assumptions, or weak conclusions
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Compare generated work against professional finance standards
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Provide detailed feedback to improve output quality
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Traditional vs AI-Assisted Methods
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Compare conventional finance workflows with AI-enhanced approaches
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Identify efficiencies created by automation and AI tooling
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Analyse areas where professional judgement remains essential
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Evaluate trade-offs between speed, accuracy, and analytical depth
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Document lessons from AI adoption across financial workflows
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Reporting & Collaborative Feedback
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Produce clear financial analyses, example reports, and workflow documentation
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Communicate technical and analytical concepts to varied audiences
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Provide actionable feedback on tools, processes, and outputs
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Collaborate with interdisciplinary teams on evaluation assignments
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Contribute insight into evolving financial technology practices
Qualifications
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Substantial experience in investment banking, equity research, corporate finance, asset management, or a closely related field
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Hands-on experience as an Associate, VP, Analyst, or comparable finance professional
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Strong financial modelling and valuation capabilities
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Experience supporting transaction processes or deal-oriented analysis
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Strong understanding of equity research and company analysis
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Experience analysing financial statements and complex datasets
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Direct professional use of AI-powered financial tools
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Familiarity with platforms such as Rogo, Hebbia, Model ML, Claude for Financial Services, or comparable tools
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Ability to explain how AI is integrated into research, modelling, and transaction workflows
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Strong analytical judgement when evaluating AI-generated finance outputs
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Experience identifying process inefficiencies and workflow optimisation opportunities
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Excellent written and verbal communication skills
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Ability to translate complex financial concepts into clear explanations
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Experience providing actionable feedback on financial tools or analytical processes
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Strong interest in financial technology and emerging industry practices
Engagement Details
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Independent contractor engagement
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Fully remote
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Compensation: $150β$220/hour
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Work will involve financial modelling, investment research, deal analysis, AI-assisted workflow development, and output evaluation
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Hands-on professional experience with AI-enabled finance tools is particularly relevant to this engagement
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Assignments may involve example analyses, reports, valuation workflows, research processes, and transaction-related scenarios
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Contributors may compare traditional finance methods with AI-assisted approaches
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Strong written communication and ability to explain analytical reasoning are central to the work
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Project scope, workflows, and financial use cases may evolve depending on research requirements
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Work must be completed without using confidential, proprietary, client-specific, transaction-sensitive, material non-public, or otherwise restricted information belonging to any employer, client, financial institution, investment firm, issuer, or other third party
About the Platform
This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.
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