Expert Work

Financial Modeling Expert (IB / PE / Consulting)

Status: Open

Sovrano AI

Pay
$1,000/task
Location
Remote — (US or Europe)
Employment type
Part-time
Posted
2026-07-20

About this opportunity

Build financial models and investor decks that train frontier AI on how finance actually works. You propose a realistic mandate, get a short case brief approved, then deliver the data room, a full Excel model, and a deck or memo, reviewed by a senior finance professional. Remote and project-based, $1,000 per approved task. For investment banking, private equity, and MBB professionals based in the US or Europe.

Required skills

  • Financial modeling
  • LBO modeling
  • DCF / valuation
  • M&A modeling
  • Three-statement modeling
  • PowerPoint / investor decks
  • Financial analysis
  • Sector research
  • Data room assembly

What you'll do

  • Propose a realistic mandate and write a case brief that a senior reviewer can approve
  • Build the complete financial model from scratch (three-statement, DCF, LBO, M&A, comps as the case requires), with every assumption sourced and logged
  • Assemble the data room of public documents your model and deck rely on
  • Produce the deck or memo to investment-committee standard, with every number reconciling to the model
  • Respond to reviewer feedback and revise until the deliverable meets the acceptance criteria
  • Work only from public or illustrative information, never confidential or client-identifying data

Requirements

  • 4+ years in investment banking, private equity, or corporate development, VP or senior associate level, at a recognized institution
  • Or ex-MBB engagement manager with hands-on transaction modeling experience
  • Has personally built LBO, DCF, M&A, three-statement, and valuation models from scratch on live deals
  • Domiciled in the US or Europe
  • Builds the brief, model, and deck themselves; AI tools for background research only
  • Willing to share past work samples or case studies as part of screening

Preferred qualifications

  • Sector depth in industrials, TMT, healthcare, consumer, power and utilities, or infrastructure
  • Cross-border transaction experience
  • A portfolio of past work samples or case studies you can share
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