Remote | Senior Investment Banking Evaluation Consultant — $145–$215/hour

We are sharing a specialised part-time consulting opportunity for experienced investment banking professionals skilled in financial modeling, valuation, transaction analysis, deal materials, capital markets, and rigorous review of bank-quality work products.

This role supports current and upcoming remote consulting opportunities focused on evaluating complex investment banking deliverables and defining clear standards for high-quality execution. Selected professionals will develop task-specific assessment criteria, review financial and transaction materials, score completed work, and provide detailed written justifications grounded in real-world banking practices.

Key Responsibilities

Investment Banking Work Product Evaluation

• Review financial models, valuation analyses, pitch books, confidential information memoranda, deal memos, and board materials
• Assess work for technical accuracy, completeness, presentation quality, and alignment with professional banking standards
• Identify modeling errors, unsupported assumptions, formatting issues, and weaknesses in transaction reasoning
• Determine whether completed materials meet the expected standard for client-ready or committee-level work

Evaluation Criteria & Rubric Development

• Design precise, task-specific grading criteria for investment banking deliverables
• Define measurable standards covering financial accuracy, valuation judgment, analytical rigor, structure, and presentation
• Ensure evaluation criteria reflect realistic expectations across M&A, coverage, and capital markets workflows
• Refine rubrics based on reviewer feedback and calibration outcomes

Financial Modeling & Valuation Review

• Evaluate three-statement models, discounted cash flow analyses, leveraged buyout models, comparable-company analyses, and precedent transactions
• Review merger models, accretion and dilution calculations, transaction assumptions, and financing structures
• Assess valuation conclusions for consistency, commercial judgment, and appropriate use of supporting evidence
• Identify calculation errors, sensitivity issues, and inconsistencies across financial outputs

Scoring & Written Justification

• Score AI-generated and human-created work samples against structured evaluation criteria
• Provide detailed written explanations supporting each score
• Apply consistent and evidence-based judgment across different tasks and deliverable types
• Incorporate feedback from senior reviewers and adjust evaluation approaches efficiently

Ideal Profile

Strong candidates may have:

• At least 2 years of professional investment banking experience at associate level or above
• Experience at a leading global investment bank, elite advisory boutique, or comparable transaction-focused environment
• Professional exposure to M&A, industry coverage, leveraged finance, equity capital markets, debt capital markets, or related areas
• Strong command of financial modeling, valuation, transaction analysis, and deal-process materials
• Deep familiarity with the accuracy, formatting, and presentation standards expected in bank-quality work
• Exceptional written communication and the ability to explain analytical judgments clearly
• Strong attention to detail and comfort having evaluation decisions reviewed and calibrated

Educational Background

• A degree in finance, economics, accounting, business, mathematics, or a related analytical field is helpful
• Professional investment banking experience will carry significant weight
• Qualifications such as an MBA, CFA, ACA, CPA, or equivalent financial training may be valuable
• Equivalent hands-on experience producing and reviewing transaction materials is highly relevant

Nice to Have

• Experience across buy-side, sell-side, financing, restructuring, or strategic advisory transactions
• Strong proficiency in Excel-based financial modeling and PowerPoint-based banking materials
• Experience reviewing work produced by analysts, associates, or transaction teams
• Familiarity with investment committee, board, fairness, or senior-management materials
• Previous involvement in AI evaluation, technical benchmarking, structured review, or human-data projects
• Experience developing grading rubrics, training materials, or quality-assurance frameworks

Why This Opportunity

• Apply investment banking expertise to structured remote evaluation work
• Define what high-quality banking analysis and execution should look like
• Review complex financial models, valuation outputs, and transaction materials
• Use your professional judgment to improve consistency and quality across advanced evaluation workflows
• Participate in flexible assignments with highly competitive hourly compensation

Contract Details

• Independent contractor role
• Fully remote with flexible scheduling
• Part-time workload depending on project availability and scope
• Competitive rates between $145–$215 per hour depending on experience, seniority, and project requirements
• Weekly payments via Stripe or Wise
• The selection process may include a resume review, brief assessment, or request for additional professional information
• Projects may be extended, shortened, or adjusted depending on scope and performance
• Work will not involve access to confidential or proprietary information from any employer, client, or institution

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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