Remote Capital Markets & Pitchbook Modeling Investment Banking Specialist (Flexible Work-From-Home)

Partner with SMR Talent Collective from anywhere in the US, UK, Canada, Australia, NZ, or Ireland as a remote Remote Capital Markets & Pitchbook Modeling Investment Banking Specialist (Flexible Work-From-Home) ($175 - $300/hour). This specialist role focuses on evaluating AI model outputs, authoring domain-specific rubrics, and validating technical workflows involving financial modeling, excel, company and industry research, comparable company analysis.

Project Responsibilities

• Conduct comprehensive company and industry research to inform data-driven AI training initiatives.
• Perform and review buyer or target screening, comparable company analysis, and financial modeling tasks.
• Build, update, and troubleshoot detailed Excel-based valuation and transaction models, ensuring methodological accuracy and logical consistency.
• Prepare and edit materials akin to client presentations or pitchbooks, reflecting transaction execution scenarios and strategic rationale.
• Analyze and critique sample materials for numerical errors, weak strategy, or unclear logic, providing actionable feedback for improvement.
• Explain accounting treatments, valuation adjustments, deal sensitivities, and trace how key assumptions influence analytical outcomes.
• Deliver precise written and verbal explanations of complex financial concepts tailored to diverse audiences, leveraging strong communication skills.

Required Expertise

• Substantial hands-on exposure to live acquisition or sale processes, with a track record of high-quality analysis and client-facing deliverables.
• Demonstrated ability to both produce and review analytical and presentation materials, ensuring they meet senior banker or client standards.
• Mastery in Excel modeling, including troubleshooting, scenario analysis, and presentation of outputs with clear rationale.
• Direct experience conducting company/industry research, target screening, comps analysis, and pitchbook preparation.
• Exceptional written and verbal communication abilities, with a focus on clarity, accuracy, and actionable feedback.
• Ability to identify and clearly articulate quantitative inaccuracies and strategic weaknesses in transaction materials.
• Compensation Band: $175 - $300/hour

Rate Structure & Remote Benefits

• Compensation Rate: $175 - $300/hour (contract specialist remuneration)
• Work Arrangement: 100% Remote / Work From Home
• Eligible Remote Countries: United States, United Kingdom, Canada, Australia, New Zealand, Ireland, and South Africa
• Core Competencies: financial modeling, excel, company and industry research, comparable company analysis, pitchbook preparation, transaction analysis, valuation methodologies, analytical review, written communication, verbal communication
• Hiring Agency: SMR Talent Collective

Direct Application Process: Click the Apply button on this page to proceed directly to our partner application portal and submit your profile for immediate consideration.