About this role
The team at OpenAI builds artificial intelligence systems that help professionals handle complex, high-value tasks with greater speed, rigor, and creativity. Specifically, the group works across research, product, engineering, and go-to-market functions to ensure models generate accurate, defensible work that experienced investment bankers can trust.
As a Subject Matter Expert in Investment Banking, the individual will define quality standards and translate real professional workflows into product requirements, evaluations, training signals, and repeatable customer solutions. Daily responsibilities involve designing realistic tasks, building reference artifacts in Excel and PowerPoint, and diagnosing model failures to help technical teams improve performance.
The ideal candidate possesses deep current knowledge of banking operations such as valuation, M&A, diligence, and transaction execution. Someone who enjoys hands-on individual contribution, thrives in ambiguous environments, and can bridge the gap between financial services and technical AI research will succeed here.
What you will do
- Define the quality bar for AI-assisted investment banking work across research, financial analysis, valuation, modeling, diligence, transaction execution, and client materials.
- Translate real banking workflows into challenging, representative evaluation tasks with realistic inputs, constraints, deliverables, and success criteria.
- Create and refine banker-grade reference artifacts, including financial models, valuation analyses, diligence materials, screening outputs, pitch books, committee materials, and transaction documents.
- Develop rigorous rubrics and grading methods that assess financial correctness, analytical judgment, source quality, traceability, internal consistency, presentation quality, and practical usefulness.
- Evaluate model outputs and end-to-end agent workflows, identify recurring failure modes, and translate findings into actionable feedback for Research, Engineering, and Product.
- Partner with researchers and engineers on evals, graders, datasets, human-review processes, tools, and product integrations that improve model performance on financial work.
- Work closely with product teams to identify the highest-value opportunities for AI in investment banking, prototype new workflows using OpenAI tools, and assess whether early experiences meet the needs of real users.
- Engage with customers, design partners, and domain reviewers to understand real-world standards and constraints, support testing and adoption, codify domain knowledge, and ensure responsible financial-services deployment.
What you need
- Have at least 2 years of investment banking experience, including live transaction execution and the production of high-quality analyses, financial models, and client materials.
- Demonstrate strong command of core banking workflows across M&A, capital raising, strategic advisory, or a closely related product or coverage area.
- Possess the ability to build and review financial analyses in Excel and produce polished PowerPoint materials with a sharp eye for errors and weak assumptions.
- Understand how work and judgment evolve from junior analyst through director to identify where AI should automate execution or support decision-making.
- Exercise excellent analytical judgment and assess whether an approach is appropriate, evidence is sufficient, and an output would withstand senior review.
- Translate expert intuition into clear standards, actionable feedback, rubrics, and guidance that others and evaluation systems can apply consistently.
- Thrive in ambiguous, zero-to-one environments and create the first version of a task, model, deck, rubric, workflow prototype, or playbook.
- Show curiosity about AI, collaborate with technical and non-technical stakeholders, and apply sound judgment around confidentiality, governance, regulation, and reputational risk.
Nice to have
- Experience across multiple banking products, industry coverage groups, geographies, or transaction types, or in adjacent fields such as private equity, corporate development, equity research, private credit, leveraged finance, or restructuring
- A track record of improving financial workflows through automation, templates, knowledge systems, data tools, process redesign, or new technology
- Familiarity with evaluation design, quality assurance, benchmarking, data annotation, prompt design, or testing AI-enabled financial tools
Benefits
- Offers Equity
- Relocation assistance to new employees
Skills and tech stack
Questions candidates ask
Where is this role located and what is the remote policy?
This role is based in San Francisco, CA. OpenAI uses a hybrid work model of 3 days in the office per week.
What compensation and perks are included?
The salary range is $185K to $205K with offers equity. Additionally, the company offers relocation assistance to new employees.
What does the day-to-day work involve?
You will bring deep, current knowledge of how investment banking work is performed to design realistic tasks and evaluations. You will use your expertise to create and assess high-quality reference work, diagnose model failures, and help technical teams improve model behavior.
What kind of background do I need for this position?
Candidates need 2+ years of investment banking experience, including live transaction execution and the production of high-quality analyses, financial models, and client materials. Demonstrated ability and judgment matter more than title or tenure.