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
Financial Modelling & Deal Analysis
- Apply investment-banking expertise to realistic financial analysis workflows
- Demonstrate approaches to financial modelling and valuation
- Analyse transaction-related information and deal scenarios
- Explain modelling assumptions and analytical decision-making
- Apply professional judgement to complex finance tasks
AI-Enabled Finance Workflows
- Demonstrate how AI tools integrate into day-to-day finance workflows
- Develop example workflows using AI-powered financial platforms
- Apply AI tools to research, data collection, modelling, and valuation
- Explain where AI can streamline traditional analytical processes
- Identify practical limitations of AI-assisted financial work
Research & Analytical Evaluation
- Evaluate AI-generated financial research and modelling outputs
- Assess analytical accuracy, relevance, and completeness
- Identify errors, unsupported assumptions, or weak conclusions
- Compare generated work against professional finance standards
- Provide detailed feedback to improve output quality
Traditional vs AI-Assisted Methods
- Compare conventional finance workflows with AI-enhanced approaches
- Identify efficiencies created by automation and AI tooling
- Analyse areas where professional judgement remains essential
- Evaluate trade-offs between speed, accuracy, and analytical depth
- Document lessons from AI adoption across financial workflows
Reporting & Collaborative Feedback
- Produce clear financial analyses, example reports, and workflow documentation
- Communicate technical and analytical concepts to varied audiences
- Provide actionable feedback on tools, processes, and outputs
- Collaborate with interdisciplinary teams on evaluation assignments
- Contribute insight into evolving financial technology practices
Ideal Profile
- Substantial experience in investment banking, equity research, corporate finance, asset management, or a closely related field
- Hands-on experience as an Associate, VP, Analyst, or comparable finance professional
- Strong financial modelling and valuation capabilities
- Experience supporting transaction processes or deal-oriented analysis
- Strong understanding of equity research and company analysis
- Experience analysing financial statements and complex datasets
- Direct professional use of AI-powered financial tools
- Familiarity with platforms such as Rogo, Hebbia, Model ML, Claude for Financial Services, or comparable tools
- Ability to explain how AI is integrated into research, modelling, and transaction workflows
- Strong analytical judgement when evaluating AI-generated finance outputs
- Experience identifying process inefficiencies and workflow optimisation opportunities
- Excellent written and verbal communication skills
- Ability to translate complex financial concepts into clear explanations
- Experience providing actionable feedback on financial tools or analytical processes
- Strong interest in financial technology and emerging industry practices
Engagement Details
- Independent contractor engagement
- Fully remote
- Compensation: $150–$220/hour
- Work will involve financial modelling, investment research, deal analysis, AI-assisted workflow development, and output evaluation
- Hands-on professional experience with AI-enabled finance tools is particularly relevant to this engagement
- Assignments may involve example analyses, reports, valuation workflows, research processes, and transaction-related scenarios
- Contributors may compare traditional finance methods with AI-assisted approaches
- Strong written communication and ability to explain analytical reasoning are central to the work
- Project scope, workflows, and financial use cases may evolve depending on research requirements
- 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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