Overview

Investment Banking Associate | Remote Jobs in United States at CapitexAI

Title: Investment Banking Associate | Remote

Company: CapitexAI

Location: United States

Investment Banking & M&A Specialist Contract

A premier opportunity for experienced M&A professionals to contribute high-quality financial expertise to a research initiative with a leading frontier lab. This contract engagement rewards sharp analytical thinking, deep transaction experience, and the ability to translate complex deal mechanics into clear, structured outputs.

$180 $230/hr | Up to 40 hrs/week | Remote

Key Responsibilities

  • Construct and evaluate M&A scenarios spanning financial modeling, valuation, and transaction execution, producing outputs that meet institutional-grade standards
  • Review and assess company and industry analyses, applying sector and deal-type judgment consistent with bulge bracket advisory practice
  • Develop and critique pitch book and investment committee materials, ensuring logical coherence, accuracy, and professional presentation
  • Analyze strategic buyer, financial sponsor, and public-company transaction structures, surfacing nuanced deal dynamics and decision-relevant insights
  • Interpret valuation outputs across methodologies (DCF, LBO, comparable companies, precedent transactions) and articulate defensible conclusions
  • Support due diligence workflows by identifying information gaps, risk factors, and deal-critical considerations within financial data sets

Core Requirements

  • Direct transaction experience at a bulge bracket or leading global investment bank with an established M&A practice
  • Proficiency in financial statement analysis and the ability to identify valuation-relevant signals across balance sheet, income statement, and cash flow
  • Command of deal execution processes, including timeline management, counterparty dynamics, and document review within live transaction environments
  • Demonstrated ability to build and stress-test financial models independently, with fluency across standard M&A valuation frameworks
  • Experience producing or materially contributing to pitch books, CIMs, or board-level transaction materials
  • Capacity to synthesize complex financial information into clear, well-reasoned written recommendations

Additional Strengths

  • Exposure to cross-border M&A transactions, including regulatory, structural, or jurisdictional complexity
  • Familiarity with sponsor-side or corporate development transaction analysis alongside traditional advisory mandates
  • Comfortable operating in a self-directed, asynchronous work environment with output quality as the primary performance metric

Application Process

  • Submit your completed application form.
  • Applications will be carefully reviewed in line with the role requirements.
  • Eligible applicants will be contacted via email with instructions for the next stage.
  • Follow the instructions in the email to complete the remaining application requirements.
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