Investment Finance Expert

Investment Finance Expert (CL Funnel) [$100/hr]
Professionals with deep, hands-on experience doing the analytical and decision-making work at the core of finance the modeling, diligence, valuation, and judgment calls that sit behind real capital, risk, and reporting decisions to design realistic, complex scenarios from your own practice area, build the supporting materials (models, memos, filings, data), then author and evaluate finance tasks used to train AI agents
Priority Areas
Investment Banking & M&A: valuation (DCF, comps, precedent transactions, LBO), deal execution, fairness analysis, merger models, and diligence
Private Equity & Private Credit: underwriting, LBO modeling, capital structure, covenant analysis, and portfolio-company work
Corporate Finance & FP&A: three-statement modeling, forecasting and budgeting, variance analysis, capital allocation, and board/management reporting
Also In Scope
Equity and credit research, buy-side and sell-side coverage
Asset and wealth management, portfolio construction, and manager selection
Quantitative finance, risk management (market, credit, liquidity), and derivatives pricing
Treasury, capital markets, and corporate development
Financial modeling and technical accounting where it drives valuation or reporting judgment (US GAAP / IFRS)
Real estate, infrastructure, and project finance
Regulatory and compliance work in finance (Basel, SEC/regulatory reporting, capital adequacy)
Requirements
3+ years of substantive, recent, hands-on finance experience at a recognized institution (investment bank, asset manager, PE/credit fund, Big Four, a large corporate finance function, or a financial regulator), and currently working in the field
Direct experience with the tools this work runs on Excel/financial modeling, and where relevant Bloomberg/Capital IQ/FactSet, data rooms, ERP/consolidation systems, or quant/risk platforms
A 10+ hrs/week commitment
Strong Candidature
People who can construct a complicated problem, not people who process volume.
The strongest signals are evidence of owning analysis and decisions: building the model that drove a live deal or investment decision, leading diligence, defending a valuation or recommendation to an investment committee or client, owning a forecast and reporting cycle, structuring a financing, or writing the memo others relied on.
Within any competency the senior end (VP, Director, Principal, Managing Director, Portfolio Manager, Controller, CFO) is preferable, and experience across two or more disciplines or on both the buy side and sell side is a strong plus. An advanced degree (MBA, MS, PhD) and/or a recognized credential (CFA, CPA, FRM, actuarial designation) is preferred, not required.

Work arrangement
No