The opportunity
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…
What you'll 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.
What they're looking for
- 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.
- Have 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.
- Have strong command of core banking workflows across M&A, capital raising,: strategic advisory, or a closely related product or coverage area.
