
Job Overview
Location
USA
Job Type
Contract
Category
Other
Date Posted
March 30, 2026
Full Job Description
📋 Description
- • This role is critical to advancing AI capabilities in high-stakes financial domains by translating real-world investment banking expertise into training data that shapes how AI models reason about complex transactions. Your direct experience in M&A, capital markets, and deal execution will be used to refine AI judgment, ensuring it mirrors the nuanced thinking of senior IB professionals during origination, structuring, valuation, and closing phases.
- • Day to day, you will evaluate AI-generated content for accuracy and realism in investment banking contexts, identifying gaps in reasoning related to deal structuring, valuation methodologies, market timing, and client communication. You will generate original examples of pitch decks, fairness opinions, CIMs, and market updates based on your deal experience, then refine AI outputs to align with industry best practices and regulatory expectations. You will also participate in structured feedback loops with AI researchers to annotate transaction sequences, label decision points in M&A and ECM/DCM workflows, and validate AI-generated financial models against real deal outcomes.
- • You will collaborate asynchronously with a remote team of former bankers, AI researchers, and domain experts from Mentis Technology Solutions Inc., a firm founded by ex-Lazard and Partners Group professionals dedicated to embedding human expertise into AI systems. The team operates across London and San Francisco, combining deep finance pedigree with cutting-edge AI research to build models that don’t just calculate, but judge like seasoned bankers.
- • In this role, you will deepen your understanding of how AI learns financial judgment, contribute to pioneering work in AI alignment for finance, and potentially shape future tools used in investment banking training, due diligence, and deal execution. You’ll gain visibility into frontier AI research while applying your IB expertise in a novel, impactful way—bridging your professional legacy with the next generation of financial technology.
🎯 Requirements
- • 3–7 years of experience in investment banking or capital markets at a bulge bracket or elite boutique (e.g., Goldman Sachs, Morgan Stanley, J.P. Morgan, Bank of America, Citi, Barclays, UBS, Deutsche Bank, Wells Fargo, Evercore, Moelis, Centerview, Lazard, Jefferies)
- • Associate, VP, or Director level experience in M&A, industry coverage, ECM/DCM, leverage finance, or syndicate
- • Deep expertise in at least one area: M&A deal structuring and valuation, equity or debt capital markets execution, sector-specific coverage, or syndicate/book-running
- • Strong financial modeling skills including LBO, 3-statement, DCF models, and comfort with complex transaction analysis, fairness opinions, and client-facing materials like pitch decks and market updates
- • Ability to articulate investment banking judgment clearly and precisely in writing
- • Minimum 15 hours per week commitment
- • Availability for remote asynchronous work
🏖️ Benefits
- • Fully remote, asynchronous contract allowing flexibility to balance with current professional or personal commitments
- • Opportunity to work with an elite AI lab founded by ex-Lazard and Partners Group professionals, combining top-tier finance and AI expertise
- • Direct influence on the development of AI systems designed to replicate senior investment banker reasoning in M&A and capital markets
- • Intellectual engagement with cutting-edge AI research in a domain-specific context, expanding your skill set beyond traditional IB roles
- • Contribution to a meaningful research project that could shape how AI supports future financial decision-making, training, and deal execution
Skills & Technologies
About Mentis Technology Solutions Inc.
Mentis provides enterprise data-centric security solutions focused on dynamic data masking, sensitive data discovery, database activity monitoring, and compliance reporting. Founded in 2004, the company serves Fortune 500 organizations and government agencies worldwide, helping protect structured and unstructured data across relational databases, big data platforms, and mainframe environments through continuous classification, real-time masking, and risk analytics without altering source data or impacting performance.
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