Subject Matter Expert, Investment Banking

We are looking for a Subject Matter Expert in Investment Banking to help define what excellent AI-assisted banking work looks like and turn that standard into better models and products.

You will bring deep, current knowledge of how investment banking work is actually performed, including company and industry research, financial analysis and modeling, valuation, diligence, transaction execution, and the creation and review of client materials.

Responsibilities

• Define the quality bar for AI-assisted investment banking work across research, financial analysis, valuation, modeling, diligence, transaction execution, and client materials.
• Translate real banking workflows into challenging, representative evaluation tasks with realistic inputs, constraints, deliverables, and success criteria.
• Create and refine banker-grade reference artifacts, including financial models, valuation analyses, diligence materials, screening outputs, pitch books, committee materials, and transaction documents.
• Develop rigorous rubrics and grading methods that assess financial correctness, analytical judgment, source quality, traceability, internal consistency, presentation quality, and practical usefulness.
• Evaluate model outputs and end-to-end agent workflows, identify recurring failure modes, and translate findings into actionable feedback for Research, Engineering, and Product.
• Partner with researchers and engineers on evals, graders, datasets, human-review processes, tools, and product integrations that improve model performance on financial work.
• Work closely with product teams to identify the highest-value opportunities for AI in investment banking, prototype new workflows using OpenAI tools, and assess whether early experiences meet the needs of real users.
• Engage with customers, design partners, and domain reviewers to understand real-world standards and constraints, support testing and adoption, codify domain knowledge, and ensure responsible financial-services deployment.

Requirements

• Have 2+ years of investment banking experience, including live transaction execution and the production of high-quality analyses, financial models, and client materials.
• Have strong command of core banking workflows across M&A, capital raising, strategic advisory, or a closely related product or coverage area.
• Can build and review financial analyses in Excel and produce polished PowerPoint materials, with a sharp eye for errors, weak assumptions, unsupported claims, inconsistent numbers, and poor presentation.
• Understand how work and judgment evolve from junior analyst through director, and can identify where AI should automate execution, support decision-making, or remain subject to human review.
• Exercise excellent analytical judgment and can assess whether an approach is appropriate, evidence is sufficient, and an output would withstand senior review.
• Can translate expert intuition into clear standards, actionable feedback, rubrics, and guidance that others and evaluation systems can apply consistently.
• Thrive in ambiguous, zero-to-one environments and are willing to create the first version of a task, model, deck, rubric, workflow prototype, or playbook.

Benefits

• $185K – $205K • Offers Equity
• Medical, dental, and vision insurance for you and your family, with employer contributions to Health Savings Accounts
• Pre-tax accounts for Health FSA, Dependent Care FSA, and commuter expenses (parking and transit)
• 401(k) retirement plan with employer match
• Paid parental leave (up to 24 weeks for birth parents and 20 weeks for non-birthing parents), plus paid medical and caregiver leave (up to 8 weeks)
• Paid time off: flexible PTO for exempt employees and up to 15 days annually for non-exempt employees
• 13+ paid company holidays, and multiple paid coordinated company office closures throughout the year for focus and recharge, plus paid sick or safe time
• Mental health and wellness support
• Employer-paid basic life and disability coverage
• Annual learning and development stipend to fuel your professional growth
• Daily meals in our offices, and meal delivery credits as eligible
• Relocation support for eligible employees