Investment Banking & Capital Markets Professionals - AI Residency (Part-time) | Frontier AI Research

📋 Description

• • Join Mentis AI, a pioneering firm operating at the critical nexus of institutional finance expertise and cutting-edge AI systems. We are a dynamic team comprised of seasoned financial services professionals, with backgrounds from prestigious institutions like Lazard and Partners Group, combined with deep knowledge in machine learning and applied artificial intelligence research. Our operations span across London and San Francisco, where we actively collaborate with leading AI research laboratories to fundamentally enhance how AI models reason, generalize their understanding, and make critical decisions within high-stakes financial environments.
• • This unique part-time AI Residency program is specifically designed for accomplished investment banking and capital markets professionals. It offers an unparalleled opportunity for early, hands-on, and practical exposure to the development, rigorous evaluation, and continuous improvement of advanced AI systems within the intricate context of Mergers & Acquisitions (M&A) advisory and capital markets execution. As AI becomes increasingly integrated into the core workflows of investment banking – spanning origination, pitching, valuation, structuring, and the entire lifecycle of transaction execution – this residency positions you at the forefront of this transformative wave.
• • As a resident, your primary responsibilities will involve constructing and validating expert benchmarks. This entails building robust, real-world transaction analyses, sophisticated valuation frameworks, and comprehensive deal materials that will serve as the gold standard for evaluating the capabilities of frontier AI systems. You will be instrumental in defining what constitutes high-quality financial analysis from an expert human perspective, providing a crucial baseline for AI performance measurement.
• • A key aspect of your role will be to rigorously stress-test the reasoning capabilities of AI models. This involves meticulously diagnosing weaknesses in AI-generated deal analyses. You will identify specific instances where the AI's logic falters, its underlying assumptions are flawed, or its transaction intuition deviates from seasoned professional judgment. This diagnostic work is vital for pinpointing areas for AI improvement and ensuring reliability in financial applications.
• • Furthermore, you will be tasked with designing innovative frameworks that translate the complex decision-making processes of senior bankers into structured problems. This includes articulating how experienced professionals evaluate transactions, structure intricate deals, and provide strategic advice to clients throughout the entire lifecycle of a transaction – from initial origination and meticulous execution to successful closing. These frameworks will be designed to specifically challenge and push the boundaries of current AI reasoning capabilities in finance.
• • You will also play a pivotal role in systematically comparing human versus machine judgment. This involves a detailed evaluation of the divergences and convergences between professional banking judgment and AI-generated outputs across a broad spectrum of financial contexts, including M&A, Equity Capital Markets (ECM), Debt Capital Markets (DCM), and leveraged finance. This comparative analysis will yield invaluable insights into the strengths and limitations of AI in financial decision-making.
• • The value proposition of this residency is immense. You will be among the very first investment banking professionals to work directly on the fundamental question of how frontier AI models reason about complex financial activities such as transaction structuring, valuation methodologies, and the intricacies of capital markets execution. This experience will cultivate a highly distinctive and sought-after profile for individuals aspiring to operate at the intersection of investment banking and artificial intelligence, whether that involves joining a leading investment bank, contributing to a prominent AI company, or embarking on your own entrepreneurial venture.
• • You will gain invaluable hands-on exposure to the practical ways in which AI is actively reshaping and revolutionizing traditional deal workflows. This encompasses the entire spectrum, from the initial stages of pitching and client origination, through the complexities of financial modeling and the preparation of fairness opinions, all the way to the final stages of transaction close. This residency offers a unique window into the future of financial advisory and deal-making.
• • This program is structured to accommodate busy professionals, offering a commitment of 15+ hours per week with flexible scheduling options. The engagement is compensated, recognizing the high value of your expertise. The residency is remote-friendly, allowing for global participation, with the option for in-person engagement if you are based in London or San Francisco. We are looking to onboard candidates immediately, with a rolling start date.