M&A Advisory Specialist (Remote | $175–$300/hr)

Job summary

Conduct company and industry research, screening, comparable company analysis, and financial modeling to support M&A transaction analysis and AI training initiatives. Review valuation models and client-facing materials for accuracy, strategic logic, and clarity, and provide actionable feedback and explanations of financial concepts.

Job details

Investment Banking – M&A Advisory Position: Investment Banking – M&A Advisory Type: Contractor Compensation: $175–$300/hour Location: Remote About the Opportunity We’re seeking experienced investment banking professionals specializing in mergers and acquisitions (M&A) advisory to contribute to projects focused on improving financial data analysis, financial modeling, and industry research. In this role, you’ll apply your transaction expertise to evaluate financial analyses, review valuation models, and assess client-facing materials to help train next-generation AI systems. No prior AI experience is required. Your investment banking expertise and understanding of transaction execution are the primary qualifications. Key Responsibilities Conduct comprehensive company and industry research to support financial analysis and AI training initiatives. Perform and review buyer and target screening, comparable company analysis, and financial modeling. Build, update, and troubleshoot Excel-based valuation and transaction models, ensuring accuracy and logical consistency. Prepare and review pitchbooks and client presentation materials reflecting transaction scenarios and strategic rationale. Analyze sample materials to identify numerical errors, weak strategic arguments, and unclear logic, providing actionable feedback. Explain accounting treatments, valuation adjustments, deal sensitivities, and the impact of key assumptions on analytical outcomes. Provide clear written and verbal explanations of complex financial concepts for diverse audiences. Required Qualifications Strong expertise in financial modeling, Excel, and valuation methodologies. Experience with company and industry research, comparable company analysis, and transaction analysis. Proficiency in pitchbook preparation and client deliverables. Strong analytical review, scenario analysis, and problem-solving skills. Excellent written and verbal communication and presentation abilities. Exceptional attention to detail and the ability to identify quantitative inaccuracies and strategic weaknesses in transaction materials. Preferred Qualifications Experience as a former Senior Associate, preferably at the third-year level, or Vice President within an M&A or industry-coverage team at a leading investment bank, established M&A boutique, or sector-focused advisory firm. Substantial hands-on experience with live acquisition or sale processes. A track record of producing high-quality financial analyses and client-facing deliverables. Ability to prepare and review analytical models and presentation materials to senior banker and client standards. Advanced Excel modeling skills, including troubleshooting, scenario analysis, and presenting outputs with clear supporting rationale. Direct experience in company and industry research, target screening, comparable company analysis, and pitchbook preparation. Ability to communicate complex financial findings clearly and provide precise, actionable feedback. Compensation & Engagement Compensation: $175–$300 per hour. Engagement Type: Contractor. Work Arrangement: Fully remote. The role focuses on applying practical M&A advisory experience to financial analysis, valuation, transaction modeling, and the review of investment banking deliverables.

What you’ll do

Conduct company and industry research, screening, comparable company analysis, and financial modeling to support M&A transaction analysis and AI training initiatives. Review valuation models and client-facing materials for accuracy, strategic logic, and clarity, and provide actionable feedback and explanations of financial concepts.

Requirements

Candidates should have strong expertise in financial modeling, Excel, valuation, company and industry research, transaction analysis, and pitchbook preparation, along with excellent communication and attention to detail. Preferred candidates have substantial live M&A deal experience at the senior associate or vice president level and a record of producing high-quality analyses and client deliverables.

Listed skills

• Microsoft Excel · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Modeling
• Excel
• Valuation Methodologies
• Company Research
• Industry Research
• Comparable Company Analysis
• Transaction Analysis
• Pitchbook Preparation
• Buyer and Target Screening
• Scenario Analysis
• M&A Advisory
• Financial Analysis
• Deal Sensitivity Analysis
• Accounting Treatments
• Strategic Analysis
• Client Presentation

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting

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