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Investment Banking & M&A Expert

$120
per hour
Contractor Remote Last verified 21 Jul 2026
Affiliate disclosure

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About the Role

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.

What You'll Do

  • 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.

You're a Good Fit If You

  • Required skills: CPA, AI Agents
  • 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.
  • 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.

Role Highlights

Pay
$60-$120/h
Contract
Contractor
Location
Remote
Category
Model evaluation
Posted
4 days ago
Job ID

Pay & Payout

Engaged directly through micro1. Apply via the link below - micro1 handles onboarding and payment.

Common Questions

micro1 has a reliability rating of reliable based on the listings we track, with an onboarding time of 1-3 days. See our full micro1 review for the details behind that rating.

Applying takes you to micro1's own website, where the application is completed. We are not a recruiter or employer and do not process applications directly - we may be recorded as the referring source.

$60-$120/h - Engaged directly through micro1. Apply via the link below - micro1 handles onboarding and payment.

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.

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About micro1 for this role

We track 368 open micro1 roles on AI Work Expert. Across 535 hourly listings, the typical micro1 rate runs from $50 to $90 an hour; this role lists $60-$120/h. Our reliability rating for micro1 is reliable, with an onboarding time of 1-3 days.