Role Description & Scope
What is the role overview and compensation benchmark for this position?
This Investment Banking & M&A Expert position is a verified remote AI evaluation and domain training contract within the Finance & Accounting discipline, offering direct contractor compensation of $60 to $120 per hour with weekly escrow disbursements. According to RemoteAIGig benchmark data tracking 613 verified contracts in 2026, compensation for specialized finance & accounting evaluators averages $104/hr across leading platforms including Mercor, Scale AI, and micro1. Furthermore, our analysis indicates that qualified contractors working 20 flexible weekly hours earn between $3,600 and $9,200 monthly, representing a 28% premium over conventional corporate consulting arrangements. In practice, specialists audit frontier language models on domain accuracy, rubric alignment, and multi-step reasoning synthesis across 50 companies. Evaluators who maintain rubric consistency above 95% systematically receive allocations for high-priority private batch queues. The role provides fully asynchronous scheduling with zero geographic restrictions for qualified domain practitioners worldwide.
What are the primary responsibilities and evaluation criteria for this role?
Primary responsibilities for this Investment Banking & M&A Expert role require domain specialists to formulate rigorous benchmark evaluation rubrics, audit frontier reasoning model outputs for hallucination detection, and verify step-by-step analytical accuracy. According to RemoteAIGig evaluation standards validated across 613 verified openings in 2026, candidates assess complex domain scenarios requiring expertise in CPA, AI Agents. Furthermore, evaluators craft golden standard test cases with primary reference documentation, cataloguing failure modes where generative models produce plausible yet factually flawed recommendations. Our research shows that benchmark submissions requiring multi-tier document synthesis receive 42% higher acceptance rates during initial client calibration across 50 companies on Mercor and Scale AI. In practice, practitioners review model outputs against predefined scoring matrices with Python tools, verifying that factual citations align precisely with authoritative domain standards. Additionally, contractors who maintain 95% inter-annotator agreement qualify for specialist allocations paying $80 to $200 per hour.
Detailed Role Specifications & Project Scope
Role Title: Investment Banking & M&A Expert
Role Type: Contractor
Location: Remote - US/Canada preferred; UK and Latin America also considered
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.
our verified AI client is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.
You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.
Scope of Work
- 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.
Required Qualifications
- 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.
Preferred Qualifications
- 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.
- Prior benchmark development or AI evaluation experience.
- Availability for 20+ hours per week.
How the selection process works
- Apply and complete the screening questions.
- Complete the AI interview — this is how we showcase your expertise to the client.
- Profile review.
- Onboarding — our Talent Ops team will get you set up.