Openai

Overview

We are looking for a Subject Matter Expert in Investment Banking to help define what excellent AI-assisted banking work looks like and turn that standard into better models and products. You will bring deep, current knowledge of how investment banking work is actually performed, including company and industry research, financial analysis and modeling, valuation, diligence, transaction execution, and the creation and review of client materials.

About Openai

OpenAI is building AI systems that can help professionals perform complex, high-value work with greater speed, rigor, and creativity. Investment banking is one of the most demanding environments for knowledge work: bankers must synthesize fragmented information, exercise judgment under pressure, and produce precise, defensible models, analyses, and

Requirements & Eligibility

• Have 2+ years of investment banking experience, including live transaction execution and the 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 product or coverage area.
• Can build and review financial analyses in Excel and produce polished PowerPoint materials
• Understand how work and judgment evolve from junior analyst through director
• Exercise excellent analytical judgment and can assess whether an approach is appropriate
• Can translate expert intuition into clear standards, actionable feedback, rubrics, and guidance
• Thrive in ambiguous, zero-to-one environments
• Are curious about AI, comfortable collaborating with technical and non-technical stakeholders

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 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.