

micro1
Investment Banking - AI Trainer
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is a contractual position for an Investment Banking - AI Trainer, remote, with a focus on training AI models using investment banking expertise. Key skills include financial modeling, advanced Excel, and familiarity with Bloomberg and M&A processes.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
Unknown
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🗓️ - Date
November 1, 2025
🕒 - Duration
Unknown
-
🏝️ - Location
Remote
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📄 - Contract
Unknown
-
🔒 - Security
Unknown
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📍 - Location detailed
United States
-
🧠 - Skills detailed
#BI (Business Intelligence) #Tableau #Python #Microsoft Power BI #VBA (Visual Basic for Applications) #Visualization #Databases #Data Interpretation #AI (Artificial Intelligence) #Automation #Strategy #Datasets #ML (Machine Learning) #Data Analysis
Role description
Job Title: Investment Banking - AI Trainer
Job Type: Contractual
Location: Remote
Job Summary:
Join our customer's team as an Investment Banking - AI Trainer, where you will shape the future of finance by training advanced AI models with your in-depth banking expertise. Leverage your knowledge in core investment banking functions to teach and refine an AI system that supports cutting-edge financial solutions. This is a unique opportunity to bridge human intelligence with artificial intelligence in a dynamic, remote setting.
Key Responsibilities:
• Design and deliver comprehensive training datasets and scenarios for AI models focused on investment banking workflows.
• Leverage hands-on experience in financial modeling, valuation, and deal structuring to inform AI training content.
• Collaborate with AI engineering teams to ensure accuracy and relevance of financial data interpretation.
• Develop educational materials covering M&A, capital raising, due diligence, and strategic financial analysis.
• Utilize advanced Excel, Power BI/Tableau, and financial databases to create real-world case studies for machine learning training.
• Evaluate AI outputs for accuracy in pitchbook preparation, market research, and client presentations.
• Document training processes, deal feedback, and best practices for continual AI improvement.
Required Skills and Qualifications:
• Proven experience in investment banking, including financial modeling, valuation, and transaction execution.
• Advanced proficiency in Excel for scenario analysis, sensitivity tables, and financial automation.
• Exceptional written and verbal communication skills, with the ability to articulate complex concepts clearly.
• Hands-on expertise with Bloomberg Terminal, Capital IQ, Refinitiv, PitchBook, and other financial research tools.
• Familiarity with M&A advisory, capital raising, due diligence, and corporate finance strategy.
• Experience preparing investor presentations, pitch decks, and investment memoranda.
• Demonstrated ability to work collaboratively in remote, cross-functional teams.
Preferred Qualifications:
• Practical experience with Python or VBA for financial automation and data analysis.
• Proficiency with Power BI or Tableau for data visualization and reporting.
• Background in training, mentoring, or upskilling teams in financial services or technology-driven environments.
Job Title: Investment Banking - AI Trainer
Job Type: Contractual
Location: Remote
Job Summary:
Join our customer's team as an Investment Banking - AI Trainer, where you will shape the future of finance by training advanced AI models with your in-depth banking expertise. Leverage your knowledge in core investment banking functions to teach and refine an AI system that supports cutting-edge financial solutions. This is a unique opportunity to bridge human intelligence with artificial intelligence in a dynamic, remote setting.
Key Responsibilities:
• Design and deliver comprehensive training datasets and scenarios for AI models focused on investment banking workflows.
• Leverage hands-on experience in financial modeling, valuation, and deal structuring to inform AI training content.
• Collaborate with AI engineering teams to ensure accuracy and relevance of financial data interpretation.
• Develop educational materials covering M&A, capital raising, due diligence, and strategic financial analysis.
• Utilize advanced Excel, Power BI/Tableau, and financial databases to create real-world case studies for machine learning training.
• Evaluate AI outputs for accuracy in pitchbook preparation, market research, and client presentations.
• Document training processes, deal feedback, and best practices for continual AI improvement.
Required Skills and Qualifications:
• Proven experience in investment banking, including financial modeling, valuation, and transaction execution.
• Advanced proficiency in Excel for scenario analysis, sensitivity tables, and financial automation.
• Exceptional written and verbal communication skills, with the ability to articulate complex concepts clearly.
• Hands-on expertise with Bloomberg Terminal, Capital IQ, Refinitiv, PitchBook, and other financial research tools.
• Familiarity with M&A advisory, capital raising, due diligence, and corporate finance strategy.
• Experience preparing investor presentations, pitch decks, and investment memoranda.
• Demonstrated ability to work collaboratively in remote, cross-functional teams.
Preferred Qualifications:
• Practical experience with Python or VBA for financial automation and data analysis.
• Proficiency with Power BI or Tableau for data visualization and reporting.
• Background in training, mentoring, or upskilling teams in financial services or technology-driven environments.






