micro1 role
Investment Banking & M&A Expert at micro1
Investment bankers and M&A advisers turn live-deal workflows into realistic transaction environments with company information, financial statements, diligence files and deal context. Using agentic AI tools, they build and check valuation models, comparable-company analyses, CIMs and pitch books, and write the task instructions and grading criteria. Each task takes about 3 hours after roughly 15 hours of initial setup, on a remote contract.
Referral link. If micro1 hires you through this link and you meet its conditions, we may be paid a referral fee.
What you would do
- Assemble deal environments with company data, financial statements, diligence files and deal context
- Design multi-step tasks covering valuation, comps, financial modeling and sell-side advisory work
- Work with agentic AI tools to create and review CIMs, pitch books and valuation models
- Write task instructions and objective criteria for grading the results
What the listing asks for
- 5 or more years in investment banking, M&A or sell-side advisory
- Hands-on experience building valuation models, comps, CIMs, pitch books and client materials for live deals
- Hands-on use of agentic AI tools such as Claude Code, Cursor, Codex or Claude Cowork; chatbot use alone does not count
- At least 10 hours a week
- Preferred: corporate carve-out experience (strongly preferred), top-tier bank or advisory firm, industrials, or AI evaluation work
Suits bankers and M&A advisers who have built models and CIMs for live deals and already use coding agents such as Claude Code or Cursor.
The listing as micro1 posted it
This is micro1's public listing for the role, read October 29, 2026, with dashes and placeholder links cleaned up. The listing is micro1's text; the summary above and everything below it is ours.
Role Title: Investment Banking & M&A Expert
Role Type: Contractor
Location: Remote - US/Canada preferred; UK and Latin America also considered
Pay: $60-120/hr. Paid per task
Time commitment: 10+ hours/week required; 20+ preferred.
Time per task: Approximately 3 hours, following approximately 15 hours of initial environment development. Estimates include agent execution time.
Your tasks: Build realistic transaction environments and use AI agents to create and review valuation models, deal materials, task instructions, and objective evaluation criteria.
micro1 is engaging experienced investment banking and M&A professionals to help build tasks that measure how effectively AI systems can perform complex transaction work.
You’ll turn live-deal workflows into realistic scenarios, supporting files, and client-facing deliverables. Hands-on experience with agentic AI tools is required: you’ll work with agents to develop the materials and independently verify their quality.
Scope of Work
- Build realistic transaction environments containing company information, financial statements, diligence materials, and deal context.
- Design multi-step tasks involving valuation, comparable-company analysis, financial modeling, and sell-side advisory.
- Use agentic AI tools to develop and review CIMs, pitch books, valuation models, and supporting deliverables.
Required Qualifications
- 5+ years of professional experience in investment banking, M&A, or sell-side advisory.
- Hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books, and client-facing materials for live deals.
- Hands-on experience using agentic AI tools such as Claude Code, Cursor, Codex, or Claude Cowork for substantive work. General chatbot use alone is insufficient.
Preferred Qualifications
- Corporate carve-out experience - strongly preferred.
- Experience at a top-tier investment bank or M&A advisory firm.
- Industrials sector experience.
- Experience developing review standards, training junior professionals, or writing internal playbooks.
- Prior benchmark development or AI evaluation experience.
- Availability for 20+ hours per week.
How the selection process works
- Apply and complete the screening questions.
- Complete the AI interview - this is how we showcase your expertise to the client.
- Profile review.
- Onboarding - our Talent Ops team will get you set up.
Referral link. We may be paid a referral fee.
Pay and terms
The listing states $60 to $120 per hour, with compensation paid per task that meets project specifications. That is micro1's listed rate for the project. It is not a promise of earnings, and the listing does not guarantee a number of hours. The same listing also says pay is output-based, paid per task that meets the project specifications, so what you earn per hour depends on how fast you complete accepted tasks.
micro1 engages experts as contractors. Its help library says payments are made in USD twice a month and that contracts and payroll run through Deel. Payments cannot be processed until identity verification there is complete. Read our micro1 review for what workers say about project availability and support.
Before you apply
Finance listings usually ask for deal, research or accounting experience. Be ready to describe the type of work you have done and the years you have done it.
Applying starts with an AI interview, then certification, then matching to projects by recruiters. micro1 says certification does not guarantee a project, so treat this as flexible work and not as a job offer. The how to become an AI trainer guide walks through each step.
Referral link. We may be paid a referral fee.
People also ask
What skills are needed to be an investment banker?
For this micro1 role, the listing asks for 5 or more years in investment banking, M&A or sell-side advisory, hands-on experience building valuation models, comparable-company analyses, CIMs, pitch books and client materials for live deals, and substantive use of agentic AI tools such as Claude Code, Cursor, Codex or Claude Cowork. Corporate carve-out experience is strongly preferred.
What exactly does an investment banker do?
In this micro1 role, live-deal work becomes test material for AI. You build transaction environments with company information, financial statements, diligence materials and deal context, design multi-step valuation, comps, modeling and sell-side tasks, and use agentic AI tools to create and review CIMs, pitch books and valuation models. You also write task instructions and objective grading criteria.
How much money can an investment banker make?
This site does not publish market pay for investment bankers. This micro1 listing states $60 to $120 per hour, paid per task, and asks for at least 10 hours a week. Tasks take about 3 hours each after roughly 15 hours of initial environment development. These are listed rates for this project, not earnings, and hours are not guaranteed.
How much does the Investment Banking & M&A Expert role at micro1 pay?
The listing states $60 to $120 per hour, with compensation paid per task that meets project specifications. That is micro1's listed rate for the project, not a promise of earnings, and hours are not guaranteed. The listing also says pay is output-based, paid per accepted task, so your hourly earnings depend on how quickly you complete tasks. Check the listing itself for the current figure.
Is the Investment Banking & M&A Expert role remote?
Yes. The listing describes it as remote work. On where you can be based, it says: remote, US or Canada preferred, UK and Latin America also considered. Read the eligibility line on the listing before you apply.
How do I apply for the Investment Banking & M&A Expert role?
Open the listing on micro1's site and apply there. Applying starts with an AI interview, followed by certification and matching to projects by recruiters. micro1 says certification does not guarantee a project. Our how to become an AI trainer guide covers each step.
Is this listing still open?
We read micro1's public listing on October 29, 2026. Roles close without notice, so confirm on the listing itself. If it has closed, the other finance and accounting roles on this site are linked below.
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Sources and method
- micro1 public job listing for this role, read October 29, 2026. The summary, task and requirement lines are our paraphrase of that listing.
- The questions under People also ask: Google's related questions for this kind of role in the United States, as reported by Ahrefs, pulled October 29, 2026. Answers are ours, written from the listing and from our own sourced micro1 pages.
- micro1 help library and expert guide for payment timing and the hiring steps, read 17 October 2026.
Listings change without notice. If this page is out of date, tell us.
Referral link: we may be paid if micro1 hires you.