Subject Matter Expert, Investment Banking
Remote • San Francisco • FullTime
Posted 1d ago
About the job
OpenAI is seeking a Subject Matter Expert in Investment Banking to help define and refine AI-assisted banking workflows. This role involves translating real-world investment banking tasks into product requirements, evaluation metrics, and training data for AI models. You will leverage your deep knowledge of financial analysis, modeling, valuation, and client material creation to design realistic tasks, create high-quality reference work, and diagnose model failures. The goal is to ensure AI outputs are accurate, defensible, and trustworthy for experienced professionals. This is a hands-on individual contributor position requiring comfort with financial modeling tools, presentation software, and collaboration with research and product teams.
Responsibilities
- Define the quality standards for AI-assisted investment banking work, covering research, financial analysis, valuation, modeling, diligence, transaction execution, and client materials.
- Translate banking workflows into challenging evaluation tasks with realistic inputs, constraints, deliverables, and success criteria.
- Create and refine banker-grade reference artifacts such as financial models, valuation analyses, pitch books, and transaction documents.
- Develop rigorous rubrics and grading methods to assess financial correctness, analytical judgment, source quality, traceability, internal consistency, presentation quality, and practical usefulness.
- Evaluate model outputs and agent workflows, identify failure modes, and provide actionable feedback to Research, Engineering, and Product teams.
- Partner with researchers and engineers on evaluations, graders, datasets, human-review processes, tools, and product integrations.
- Collaborate with product teams to identify high-value AI opportunities in investment banking, prototype new workflows, and assess user needs.
- Engage with customers and domain reviewers to understand real-world standards, support testing, codify domain knowledge, and ensure responsible deployment.
Requirements
- 2+ years of investment banking experience, including live transaction execution and production of high-quality analyses, financial models, and client materials.
- Strong command of core banking workflows across M&A, capital raising, strategic advisory, or a related product/coverage area.
- Ability to build and review financial analyses in Excel and produce polished PowerPoint materials, with a keen eye for errors and inconsistencies.
- Understanding of how work and judgment evolve from junior analyst to director levels.
- Excellent analytical judgment to assess appropriateness of approaches, sufficiency of evidence, and outputs for senior review.
- Ability to translate expert intuition into clear standards, actionable feedback, rubrics, and guidance.
- Comfort working in ambiguous, zero-to-one environments and creating initial versions of tasks, models, or workflows.
- Curiosity about AI and comfort collaborating with technical and non-technical stakeholders.
- Sound judgment regarding confidentiality, data entitlements, governance, regulation, and reputational risk.
Benefits
- Relocation assistance to new employees.