investment banking specialist

MERCOR

<div>About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Investment Banking Expert 
Type: Contract 
Compensation: $130/hour 
Location: Remote 
Duration: Minimum four weeks 
Commitment: 10+ hours/week
Role Responsibilities<ul><li>
Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs.</li><li>
Review complex investment banking content for alignment with domain principles and methodologies.</li><li>
Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance.</li><li>
Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions.</li><li>
Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets.</li><li>
Work independently and asynchronously to meet deadlines while improving AI model performance.</li></ul>
Qualifications
Must-Have<ul><li>
At least 2 years of experience in investment banking at top firms.</li><li>
Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis.</li></ul>
Compensation &amp; Legal<ul><li>
Hourly contractor</li><li>
Paid weekly</li></ul>
Application Process (Takes 20&ndash;30 mins to complete)<ul><li>
Upload resume</li><li>
AI interview based on your resume</li><li>
Submit form</li></ul>
Resources &amp; Support<ul><li>
For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>
For any help or support, reach out to: support@mercor.com</li></ul>
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.</div>

Investment Banking Analyst Specialist

Mercor

<div>
 
 About The Job
 
 
 
 
 Mercor
 
 connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
 
 Benchmark
 
 ,
 
 General Catalyst
 
 ,
 
 Peter Thiel
 
 ,
 
 Adam D'Angelo
 
 ,
 
 Larry Summers
 
 , and
 
 Jack Dorsey
 
 .
 
 
 
 Position:
 
 Investment Banking Expert
 
 
 
 Type:
 
 
 Contract
 
 
 
 
 Compensation:
 
 
 $130/hour
 
 
 
 
 Location:
 
 
 Remote
 
 
 
 
 Duration:
 
 
 Minimum four weeks
 
 
 
 
 Commitment:
 
 
 10+ hours/week
 
 
 
 
 Role Responsibilities
 
 
 
 <ul>
 <li>
 Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs.
 </li>
 <li>
 Review complex investment banking content for alignment with domain principles and methodologies.
 </li>
 <li>
 Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance.
 </li>
 <li>
 Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions.
 </li>
 <li>
 Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets.
 </li>
 <li>
 Work independently and asynchronously to meet deadlines while improving AI model performance.
 
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Must-Have
 
 
 
 <ul>
 <li>
 At least 2 years of experience in investment banking at top firms.
 </li>
 <li>
 Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis.
 
 
 
 </li>
 </ul>
 
 Compensation &amp; Legal
 
 
 
 <ul>
 <li>
 Hourly contractor
 </li>
 <li>
 Paid weekly
 
 
 
 </li>
 </ul>
 
 Application Process (Takes 20&ndash;30 mins to complete)
 
 
 
 <ul>
 <li>
 Upload resume
 </li>
 <li>
 AI interview based on your resume
 </li>
 <li>
 Submit form
 
 
 
 </li>
 </ul>
 
 Resources &amp; Support
 
 
 
 <ul>
 <li>
 For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome
 </li>
 <li>
 For any help or support, reach out to: support@mercor.com
 
 
 
 </li>
 </ul>
 
 PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
 
</div>

Investment Banking Consultant | $130/hr

Investment Banking Consultant

Investment Banking Associate Analyst

Investment Banking Financial Analyst

Abu Dhabi Commercial Bank

<div>
 
 
 Corporate &amp; Investment Banking Group
 
 
 
 
 
 
 
 
 The Corporate &amp; Investment Banking Group (CIBG) provides a portfolio of corporate banking services, including investment &amp; transaction banking as well as financial market solutions. This sophisticated product suite is powered by efficient digital platforms and distribution channels. It serves a broad range of clients both domestically and across the MENA region, including government entities, financial institutions, large to mid-size corporates, and commercial clients (SMEs), and maintains strategic relationships with leading banks globally
 
 
 
 
 
 
 
 We are actively seeking an ambitious professional to join our Transaction Banking Agency team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.
 
 
 
 
 
 
 
 
 In this role, your key responsibilities include
 
 :
 
 
 
 
 
 
 <ul>
 <li>
 To coordinate facility requests and monitor the agency portfolio to ensure compliance with ADCB policies, procedures and guidelines
 </li>
 <li>
 Create new agency Customer Identification Number (CID) and prepare control and monitor sheets to ensure required records are in place for all new customers facilities, covenants are recorded in CACM system and cash waterfall and accounts are opened per the agreement
 </li>
 <li>
 Ensure conditions precedents have been met and notification is provided to lenders/borrower as per the terms of the agreement
 </li>
 <li>
 Issue notification of intention to borrowers to invoke clauses, based on lenders instructions and issue notification to lenders of any default (actual or potential) to ensure compliance with covenants/information undertakings and other terms of the agreement
 </li>
 <li>
 Notify drawdowns, rollovers and repayments to borrowers and lenders within agreed turnaround times and ensure London Interbank Offered Rate/Emirates Interbank Offered Rate (LIBOR/EBOR) rates are in line with rate fixing for the interest period as provided by ADCB Treasury or specified in the facility agreement to ensure all conditions are met and funds can be dispersed
 </li>
 <li>
 Ensure information covenants are distributed to lenders promptly once received from the borrower
 </li>
 <li>
 Ensure information for any payment default or technical default, is passed amongst lenders and borrower
 </li>
 <li>
 Create reports of fees due to be received within the next 30 days for all agency facilities on a monthly basis to ensure consistency and compliance with ADCB policy
 </li>
 <li>
 Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
 </li>
 </ul>
 
 
 
 
 
 
 
 The ideal candidate should have the following experience:
 
 
 
 
 
 
 
 <ul>
 <li>
 At least 6 years of experience in Banking with an understanding of legal documentation and trade finance
 </li>
 <li>
 Risk Management
 </li>
 <li>
 Microsoft Office (Word, Excel and PowerPoint)
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 What we offer:
 
 
 
 
 
 
 
 <ul>
 <li>
 Competitive Salary. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
 </li>
 <li>
 Comprehensive Benefits Package: This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
 </li>
 <li>
 Flexible and Remote Working Options: We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
 </li>
 <li>
 Learning and Development Opportunities: We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
 </li>
 </ul>
 
 
</div>

Manager Agency Desk

Lead Advisor

<div>
 
 Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client firm in Boston.
 
 
 
 
 
 Our client provides financial planning, investment management, banking and comprehensive advice to a wide range of ultra-high net worth clients, as well as family offices, foundations and endowments and is one of the largest RIAs in the country.
 
 
 
 
 
 In the this role you will have direct client contact, playing a critical role impacting the financial success of the firm's sophisticated clients. You will build deep relationships across the financial industry while orchestrating a seamless client experience. Your expertise will be vital in managing the complex and sensitive onboarding of new client relationships, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity.
 
 
 
 
 
 
 
 
 
 
 YOU WILL
 
 
 
 
 
 <ul>
 <li>
 Leverage your interpersonal skills to contribute to a successful and growing business
 </li>
 <li>
 Act as key point of contact for ultra-high net worth clients while working closely with firm advisors and teammates to ensure an exceptional client experience.
 </li>
 <li>
 Introduce clients to the firm's offerings including client reporting, digital capabilities and banking services
 </li>
 <li>
 Oversee asset movements, portfolio implementations and leverage your understanding of estate planning and tax concepts
 </li>
 <li>
 Execute, process and reconcile trading and other investment related transactions
 </li>
 </ul>
 
 
 
 
 
 
 <ul>
 <li>
 
 Skills &amp; Experience
 
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Bachelor's Degree Required
 </li>
 <li>
 Commitment to excellence and a high level of integrity
 </li>
 <li>
 Self-motivated and able to work in an autonomous, yet highly collaborative environment
 </li>
 <li>
 Meticulous attention to detail is a must
 </li>
 <li>
 Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
 </li>
 <li>
 Ability to work in a fast-paced environment and think clearly under pressure
 </li>
 <li>
 Strong interest in client service
 </li>
 <li>
 1-3 years experience in client service and/or the financial industry is preferred.
 </li>
 <li>
 Employees are required to be fully licensed investment advisors with an active Series 65; or
 </li>
 </ul>
 
 SIE, Series 7 and 63; or an active Professional Designation: Certified Financial Planner (CFP&reg;), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Investment Consultant (CIC) or Personal Financial Specialist (PFS).
 
 
 
</div>

Private Wealth Analyst

Search 10000+ Investment banking specialist jobs near you this March. New roles added regularly across leading industries. Apply today.