Investment and Banking Expert

About this role

Investment & Banking Subject Matter Expert (SME) to review AI-generated investment, banking, and corporate finance outputs and/or create expert finance content, evaluating reasoning quality and step-by-step analytical problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify errors in valuation logic (DCF/comps/precedents), deal structuring, capital markets concepts, accounting linkages, risk analysis, and narrative rigor; fact-check financial claims and calculations; write high-quality explanations and model solutions that demonstrate correct methods; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world’s largest AI companies and foundation-model labs.

Investment Banking, Financial Modeling, Valuation, M&A, Due Diligence

Responsibilities

• Develop AI Training Content: Create detailed prompts and gold-standard outputs (valuation write-ups, model walkthroughs, investment memos, pitchbook-style summaries).
• Optimize AI Performance: Evaluate and rank AI responses to improve numeric accuracy, rigor, clarity, and decision usefulness.
• Ensure Model Integrity: Test AI outputs for calculation errors, flawed assumptions, misleading conclusions, and bias; validate reliability across deal scenarios.

Qualifications

• Bachelor’s degree (or higher) in Finance, Accounting, Economics, Business, or a related field; MBA/CFA is a strong plus.
• 5+ years of professional experience in investment banking, corporate development, private equity, equity research, or corporate finance.
• Expert command of valuation methods: DCF mechanics, trading comparables, precedent transactions, and how assumptions drive outcomes.
• Strong accounting fluency: income statement, balance sheet, cash flow, working capital, debt schedules, and common modeling pitfalls.
• Proven ability to build and review financial models (3-statement, merger model accretion/dilution intuition, LBO basics, sensitivities/scenarios).
• Strong understanding of capital markets concepts: equity vs debt, cost of capital, covenants, credit metrics, issuance mechanics (high level).