Equity & Venture Financial Modeling Expert - AI Tutor

Job Title: Investment Banking Financial Modeling Expert - AI Tutor Job Type: Part-time and Full-time Location: Remote (US, UK, Canada)
Job Summary:

Join our customer’s team as a Financial Modeling Expert – AI Tutor and shape the future of AI-driven financial analysis. In this high-impact, part-time role, you will leverage deep transaction experience to design institutional-grade financial modeling tasks that train cutting-edge AI systems for one of the world’s largest companies.

• Design and develop institutional-quality financial modeling tasks based on real‑world investment banking and private equity scenarios.
• Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates.
• Develop gold‑standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic.
• Build and review advanced transaction‑oriented models, including integrated 3‑statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks.
• Construct tasks that span specialized deal types such as recapitalizations, carve‑outs, and bespoke structures.
• Lead and document in‑depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment.
• Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.

• At least 5 years of recent, hands‑on experience in investment banking, private equity, growth equity, hedge funds, Growth Venture Capital or similar corporate development roles.
• Demonstrated expertise in independently building complex financial models from scratch—no templates.
• Mastery of integrated 3‑statement modeling, DCFs, LBOs, and advanced transaction modeling.
• Proven ability to perform scenario and sensitivity analyses and assess transaction risk/return.
• Deep transaction judgment and meticulous attention to detail, reflecting institutional standards.
• Exceptional written and verbal communication skills, with a passion for documentation and explanation.
• Self‑motivated and comfortable working independently in a high‑expectation, remote environment.

• Experience across both sell‑side (investment banking) and buy‑side (private equity, growth equity, growth VC) domains.
• Familiarity with creating or evaluating technical content, training materials, or assessment rubrics, and handling complex or non‑standard transactions (carve‑outs, spin‑offs, minority investments).