Subject Matter Expert, Investment Banking

OpenAI
San Francisco
Workplace: HybridFull timeUSD 185,000 - 205,000 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsSkills: ["Analytical judgment","Quality assessment","Attention to detail","Communication","Collaboration","Confidentiality awareness"]

Define the quality bar for AI-assisted investment banking work and translate real banking workflows into realistic evaluation tasks. Create and refine banker-grade reference artifacts like financial models, valuation analyses, diligence materials, pitch books, and transaction documents. Build rigorous rubrics to assess correctness, traceability, internal consistency, and usefulness, then evaluate model outputs and end-to-end agent workflows. Partner with researchers, engineers, and product to improve model behavior and user experiences for professional banking work.

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OpenAI
OpenAI
2 months ago

Subject Matter Expert, Investment Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Closed

Job Summary

Define the quality bar for AI-assisted investment banking work and translate real banking workflows into realistic evaluation tasks. Create and refine banker-grade reference artifacts like financial models, valuation analyses, diligence materials, pitch books, and transaction documents. Build rigorous rubrics to assess correctness, traceability, internal consistency, and usefulness, then evaluate model outputs and end-to-end agent workflows. Partner with researchers, engineers, and product to improve model behavior and user experiences for professional banking work.
Location: San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •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 to 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 share actionable feedback with Research, Engineering, and Product.

Pay and Benefits

Salary: USD 185,000 - 205,000 annually
Equity and Bonus:Equity

Key Requirements

  • •Have 2+ years of investment banking experience, including live transaction execution and production of high-quality analyses, financial models, and client materials.
  • •Have strong command of core banking workflows across M&A, capital raising, strategic advisory, or a closely related coverage area.
  • •Be able to build and review financial analyses in Excel and produce polished PowerPoint materials with strong attention to errors and assumptions.
  • •Understand how work and judgment evolve from junior analyst through director and know where AI should automate vs. remain human-reviewed.
  • •Exercise excellent analytical judgment to assess whether an approach is appropriate, evidence is sufficient, and outputs withstand senior review.
Experience:2+ yearsInvestment bankingM&ACapital raisingStrategic advisoryPrivate equityEquity researchPrivate creditLeveraged financeRestructuring
Skills:Analytical judgmentQuality assessmentAttention to detailCommunicationCollaborationConfidentiality awareness
Tech Stack:ExcelPowerPointOpenAI toolsEvaluation rubricsDatasets

Company Brief

OpenAI
Develops and deploys advanced generative AI models (including ChatGPT and DALL·E) and AI infrastructure, providing APIs and consumer products to accelerate safe AGI for broad benefit.
Industry: AI & Machine Learning
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Scaleup
Valuation: Hectocorn (USD 100B+)
Funding: Series E+
Headquarters: San Francisco, United States
Founded: 2015
Glassdoor
Glassdoor: 4.4
WebsiteLinkedInGlassdoor