Investment Banking AI Research Contributor

Aptura
Worldwide Remote
RemoteCareer-pivot friendly

Who this role is best for

A natural match if you have hands-on investment banking or M&A advisory experience and a track record of creating detailed Excel models. This contract role is remote, short-term, and emphasizes collaboration with AI systems through task creation and evaluation.

Best fit for

  • Candidates with 3+ years in investment banking or M&A advisory and strong Excel modeling skills
    — “3+ years in investment banking, M&A advisory or corporate development”
  • Professionals who have encountered AI shortcomings in financial modeling and want to shape its training
    — “You have used AI tools on your own work and been frustrated by the mistakes they make”

Things to consider

  • The role requires creating original, human-built Excel tasks with real or public data
    — “Use real data that has been sanitised, or public data with the source named. No AI usage allowed.”
  • Payment is task-based, with potential for multiple tasks only after initial success
    — “Experts who complete their first task within the required timeline will then be qualified to do multiple tasks”

How to stand out

  • Highlight specific Excel modeling tasks you have created or fixed in your resume
    — “Writing realistic Excel tasks drawn from your own work”
  • Demonstrate your ability to write precise evaluation rubrics and criteria
    — “Writing yes-or-no criteria precise enough that a grader can mark any attempt against them”
  • Emphasize your experience with merger models, pro formas, and financial functions
    — “Deep hands-on Excel: merger models, pro formas, purchase accounting, precedent transactions, football fields and financial functions”
  • Showcase your written communication skills with examples of clear documentation
    — “Strong written English communication skills”
Pace · Fast PacedCollaboration · LowAutonomy · HighDecision Impact · Individual

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Developed realistic Excel tasks for AI evaluation
  • Created detailed yes-or-no criteria for AI task evaluation
Typical background
Experience in Investment Banking or M&A Advisory

Skills & requirements

Required

Investment BankingM&A AdvisoryExcelAI Evaluation

Preferred

Project Management

Stack & domain

ExcelMerger ModelsPro FormasPurchase AccountingPrecedent TransactionsFootball FieldsFinancial FunctionsAI ToolsTask-based PaymentAttention To DetailWritten English CommunicationWillingness To LearnInvestment BankingM&A AdvisoryCorporate DevelopmentAI Evaluation

About the role

Original posting from Aptura via Ashby

ABOUT THE ROLE

Aptura is looking for Subject Matter Experts from investment banking or M&A advisory to capture their expertise in Excel. You have used AI tools on your own work and been frustrated by the mistakes they make. You will turn that experience into realistic Excel tasks that test how well AI does the modelling work of an Investment Banking Analyst.

RESPONSIBILITIES

  • Writing realistic Excel tasks drawn from your own work: extending existing models, fixing broken ones and building from a brief
  • Working through each task yourself so there is a clear, correct answer
  • Writing yes-or-no criteria precise enough that a grader can mark any attempt against them

NECESSARY QUALIFICATIONS

  • 3+ years in investment banking, M&A advisory or corporate development
  • Deep hands-on Excel: merger models, pro formas, purchase accounting, precedent transactions, football fields and financial functions
  • Strong written English communication skills.
  • Attention to detail, and willingness to learn concepts in AI and Evals

ADDITIONAL INFORMATION

  • Start Date : Immediate
  • Duration: Approximately 4–6 weeks
  • Payment: task-based. Experts who complete their first task within the required timeline will then be qualified to do multiple tasks for the remainder of the project.

CONTRACT AND PAYMENT TERMS

  • You will be engaged as an independent contractor.
  • This is a fully remote role that can be completed on your own schedule.
  • Projects can be extended, shortened, or concluded early depending on needs and performance.
  • Your work at Aptura will not involve access to confidential or proprietary information from any employer, client, or institution.
  • Payments will be weekly following task completion.

GETTING STARTED

  • Apply with your details and CV. Choose an available 30-minute group walkthrough call.
  • Attend the walkthrough and create one original task from your own work. Submit the brief, the actual input workbook(s) needed to complete it. Input-file uploads are compulsory.
  • Write the brief yourself. Input workbooks must also be human-built. Use real data that has been sanitised, or public data with the source named. No AI usage allowed.
  • We run your task against current frontier AI models. If the models get it wrong, you then write a detailed yes-or-no rubric, and a reviewer signs off on the task with you.
  • Completing onboarding does not guarantee a job offer; selection remains subject to written approval of the task proposal.

ABOUT APTURA

Aptura is an applied AI and data company working with frontier labs to train AI systems on real professional work. We do this by building high-quality evaluation and training environments that teach AI agents to produce work that can be used in daily workflows.

Source: Aptura careers (Ashby)

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