Senior Software Engineer (Remote | $50 –$75/hr)

Call For Referral is seeking experienced Investment Banking professionals for advanced AI research and evaluation projects. The role focuses on evaluating investment banking work and developing grading frameworks to assess AI-generated outputs.

Responsibilities:

• Design task-specific evaluation criteria for investment banking deliverables, including financial models, valuation analyses, pitch books, Confidential Information Memorandums (CIMs), deal memoranda, and board presentation materials
• Evaluate AI-generated and human-created work using structured scoring frameworks
• Provide detailed written justifications supporting each evaluation and score
• Apply consistent, evidence-based judgment to ensure accurate and reproducible evaluations
• Review financial models, transaction analyses, valuation methodologies, and investment banking materials for quality and accuracy
• Incorporate reviewer feedback and continuously refine evaluation standards

Requirements:

• 2+ years of professional Investment Banking experience at the Associate level or above
• Experience at a leading global investment bank or elite advisory boutique across Mergers & Acquisitions (M&A), Industry Coverage, or Capital Markets
• Strong expertise in: Financial Modeling, Valuation (DCF, LBO, Comparable Company Analysis, Precedent Transactions, Merger Modeling), Pitch Books and Confidential Information Memorandums (CIMs), Deal Memoranda and Board Materials, Transaction Execution
• Excellent written communication skills with the ability to provide detailed, evidence-based evaluations
• Strong analytical skills, attention to detail, and consistent professional judgment
• Ability to work independently in a remote environment
• Experience evaluating financial work products or mentoring junior investment banking professionals
• Prior experience with AI evaluation, model training, or human feedback projects
• Experience reviewing complex financial analyses and maintaining high-quality documentation standards