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Investment Banking Expert at Xperteez Technology · ApplyPick

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Xperteez Technology
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Investment Banking Expert

Investment Banking Expert

Xperteez TechnologyWorldwide

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Opens the original posting on Himalayas.

Apply now Source: Himalayas

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Role Title: Investment Banking Expert
Role Type: Contract
Location: Remote

Required Skills

Financial modeling
Excel
Company and industry research
Comparable company analysis
Pitchbook preparation
Transaction analysis
Valuation methodologies
Analytical review

Written communication

Verbal communication

Presentation skills

Attention to detail

Problem-solving

Scenario analysis

Client deliverables preparation

In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required - your domain knowledge is what matters.

Scope of Work

Conduct comprehensive company and industry research to inform data-driven AI training initiatives.
Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks.
Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency.
Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale.
Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement.
Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes.
Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills.

Preferred Qualifications

Experience as a former Senior Associate (preferably third-year) or Vice President from an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm.

Substantial hands-on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client-facing deliverables.
Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards.
Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale.
Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation.
Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback.
Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials.
Originally posted on Himalayas

Apply now

Opens the original posting on Himalayas.

Apply now Source: Himalayas

Apply now

Opens the original posting on Himalayas.

Apply now Source: Himalayas

About the job

Apply before: Dec 2, 2026
Posted on: Oct 3, 2026
Job type: Contractor
Experience level: Senior
Location requirements: Worldwide
Hiring timezones: Worldwide
Job categories: Finance
Skills: Financial Analyst Investment Banker Investment Banking Investment Banking Analyst Investment Banking Consulting Investment Banking Director Investment Banking Expert Investment Banking Professional M&A Analyst Senior Investment Banking Consultant

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About Xperteez Technology

Xperteez Technology

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