Investment Banking & M&A Expert
micro1 is hiring an Investment Banking & M&A Expert for a remote role. It pays $60-$120/hr and Level rates it ; you can apply on micro1.
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Level's read on this job
- Level rates this role Uses AI ●●○○: an ordinary role that requires AI tools.
- This is listed as a remote role.
- The posting mentions Claude, Cursor and Claude Code among its tools and skills.
- micro1 has 314 other open roles on Level.
- Posted in the last few days.
AI in this role
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.
micro1 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.
How we rate this
Investment Banking & M&A Expert at micro1 rates 48 out of 100 for how much of the daily work is AI. That makes it Uses AI (AI Level 2 of 4). The level is about AI in the job, not seniority.
Uses AI. An ordinary role that requires AI tools.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- How do you decide when an AI agent can act on its own versus asking for approval first?
- How do you decide that one model's output is better than another's for a given task?
- What are the limits of Claude that you've run into, and how did you work around them?
- What's a project where you used Cursor hands-on?
- Walk me through how you've used Claude Code in your day-to-day work.
Adapt your resume
- List these exact terms on your resume: AI agents, AI Evaluation, Claude, Cursor, and Claude Code. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
- Put the AI tool in a bullet point about what you did, not just in a skills list. This role treats it as a required part of the job.
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