Première détection par notre source: il y a 14 jours
Investment Banking & M&A Expert, Remote- Contract
@ Xperteez Technology
Télétravail au Canada
En bref
Xperteez Technology is hiring a remote contractor Investment Banking & M&A Expert to build realistic transaction environments and use agentic AI tools to create and review valuation models, deal materials and evaluation criteria. The work involves designing multi-step sell-side advisory tasks, comparable-company analyses and client-facing deliverables such as CIMs and pitch books. The posting requires 10+ hours per week, with 20+ preferred, and about 3 hours per task after roughly 15 hours of initial environment development.
Responsabilités :
- Build realistic transaction environments with financial statements and deal context
- Design multi-step valuation and sell-side advisory tasks
- Use agentic AI tools to develop CIMs, pitch books and valuation models
- Independently verify the quality of AI agent outputs
Résumé des exigences :
- 5+ years in investment banking, M&A or sell-side advisory
- CPA required
- Hands-on experience with agentic AI tools, not general chatbots
- Experience building valuation models and live-deal client materials
- Corporate carve-out experience strongly preferred
Outils et compétences
Source et dates
Type de source non vérifié · dover
- Date publiée par l’employeur
- Non fourni
- Première détection par notre source
- 2026-10-28
- Mise à jour du dossier source
- 2026-10-28
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Opérations |
| Expérience | 5 an(s) et plus |
| Heures par semaine | 10 |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Domicile |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Permis et certifications | CPA |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Xperteez Technology
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
<We Make IT Happen/> Delivering Top Talent with Precision, Speed & Scalable Recruitment Solutions Globally
Description complète de l’entreprise
Xperteez Technology is a recruitment-focused firm delivering high-quality talent solutions with speed, precision, and consistency across global markets. We specialize in hiring across IT, Engineering, Industrial, Manufacturing, Data, Automation, and business functions, supporting both niche and high-volume hiring mandates. Service Areas: Permanent Hiring | Contract Staffing | Bulk Hiring | Leadership Hiring | Global Recruitment | RPO (Recruitment Process Outsourcing) | Project-Based Hiring We work with clients across Europe, the United States, India, and the GCC, enabling seamless global hiring through structured sourcing, advanced Boolean search, and data-driven talent mapping. Our approach is built on strong keyword intelligence and platform algorithms, ensuring higher visibility, faster reach, and better candidate engagement. Our sourcing strategy leverages LinkedIn Recruiter, X-Ray search, and Boolean strings such as ("Software Engineer" OR "Data Engineer" OR "Automation Engineer" OR "PLC Engineer") AND ("Python" OR "SQL" OR "SCADA" OR "Selenium") AND ("Immediate Joiner" OR "Open to Work"), enabling precise targeting of active and passive talent. Core hiring expertise includes IT (Software Engineer, Data Engineer, Python, QA, DevOps, Cloud), Engineering (Electrical, Mechanical, Automation, PLC, SCADA), Industrial (Manufacturing, Plant Operations, Maintenance), and Business roles (Talent Acquisition, Sales, Business Development). Our process is aligned with LinkedIn’s algorithm—using high-search-volume keywords, structured job titles, and engagement-driven outreach to maximize inbound applications and response rates. We focus on execution, reducing time-to-hire while maintaining quality and consistency. For candidates, we follow a transparent approach with no charges at any stage. We act as a strategic hiring partner for clients, focusing on scalability, speed, and reliable delivery. 📩 Mail: [email protected] | 📞 Call: +91 9902665093
- Abonnés LinkedIn
- 31 131
- Personnes associées sur LinkedIn
- 71
- Bureaux déclarés
- Webel IT Park Rajarhat, NewTown AA1, Phase II, Kolkata, West Bengal 700156, IN
- Catégories d’activité
- Information Technology
- Digital Marketing
- Consulting
- Autres noms enregistrés
- Xperteez Technology
- Spécialités
- Executive Search & Leadership Recruitment
- Permanent Staffing Solutions
- Contract Staffing & Workforce Solutions
- Campus Recruitment & Fresh Talent Acquisition
- Diversity & Inclusion Recruitment
- Industry-Specific Recruitment (IT
- Finance
- Healthcare
- etc.)
- Talent Mapping & Market Intelligence
- Employee Referral Programs
- and Employer Branding & Recruitment Marketing
- Le profil indique une agence de recrutement
- Oui
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Xperteez Technology is a recruitment-focused firm delivering high-quality talent solutions with speed, precision, and consistency across global markets. We specialize in hiring across IT, Engineering, Industrial, Manufacturing, Data, Automation, and business functions, supporting both niche and high-volume hiring mandates. Service Areas: Permanent Hiring | Contract Staffing | Bulk Hiring | Leadership Hiring |…
| Champ | Valeur |
|---|---|
| Secteur | Business Consulting and Services |
| Taille | 51-200 employees |
| Siège social | Kolkata, West Bengal |
| Type d’organisation | Privately Held |
| Fondée en | 2015 |
| Spécialités | Executive Search & Leadership RecruitmentPermanent Staffing SolutionsContract Staffing & Workforce SolutionsCampus Recruitment & Fresh Talent AcquisitionDiversity & Inclusion RecruitmentIndustry-Specific Recruitment (ITFinanceHealthcareetc.)Talent Mapping & Market Intelligence |
| Offres sur Jobsy | 16 |
| Voir la page |
Role Title: Investment Banking & M&A Expert
Role Type: Contract
Location: Remote - US/Canada preferred; UK and Latin America also considered
Time commitment: 10+ hours/week required; 20+ preferred.
Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.
Required Skills:
CPA
AI Agents
Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.
You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.
Scope of Work:
Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.
Required Qualifications:
5+ years of professional experience in investment banking, M&A, or sell-side advisory.
Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
Preferred Qualifications:
Corporate carve-out experience — strongly preferred.
Experience at a top-tier investment bank or M&A advisory firm.
Industrials sector experience.
Experience developing review standards, training junior professionals, or writing internal playbooks.
Prior benchmark development or AI evaluation experience.
Availability for 20+ hours per week.
Journal
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