Subject Matter Expert, Investment Banking

Details

OpenAI is building AI systems that help professionals perform complex, high-value work with greater speed, rigor, and creativity. The Applied AI team works across Research, Product, Engineering, and Go-to-Market to translate professional workflows into product requirements, evaluations, training signals, and repeatable customer solutions.

This role focuses on defining what excellent AI-assisted investment banking work looks like and turning that standard into better models and products. The role is based in San Francisco, California, with a hybrid work model requiring three days in the office per week.

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 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 assessing 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 provide actionable feedback to Research, Engineering, and Product.
• Partner with researchers and engineers on evaluations, graders, datasets, human-review processes, tools, and product integrations that improve model performance on financial work.
• Work with product teams to identify high-value AI opportunities in investment banking, prototype workflows using OpenAI tools, and assess whether early experiences meet real user needs.
• 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.

Requirements

• At least 2 years of investment banking experience, including live transaction execution and production of high-quality analyses, financial models, and client materials.
• Strong command of core banking workflows across M&A, capital raising, strategic advisory, or a closely related product or coverage area.
• Ability to build and review financial analyses in Excel and produce polished PowerPoint materials.
• Strong attention to errors, weak assumptions, unsupported claims, inconsistent numbers, and poor presentation.
• Understanding of how work and judgment evolve from junior analyst through director, including where AI should automate execution, support decision-making, or remain subject to human review.
• Excellent analytical judgment and the ability to assess whether an approach is appropriate, evidence is sufficient, and an output would withstand senior review.
• Ability to translate expert intuition into clear standards, actionable feedback, rubrics, and guidance.
• Comfort working in ambiguous, zero-to-one environments and creating initial versions of tasks, models, presentations, rubrics, workflow prototypes, or playbooks.
• Curiosity about AI and ability to collaborate with technical and non-technical stakeholders.
• Sound judgment around confidentiality, data entitlements, governance, regulation, and reputational risk.

Additional Qualifications

• 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.
• Experience 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

• Base salary of $185,000–$205,000 per year.
• Equity, performance-related bonuses for eligible employees, and comprehensive benefits.
• Medical, dental, and vision insurance, with employer contributions to Health Savings Accounts.
• Pre-tax accounts for health and dependent care expenses, parking, and transit.
• 401(k) retirement plan with employer match.
• Paid parental, medical, and caregiver leave.
• Paid time off, company holidays, office closures, and paid sick or safe time as required by applicable law.
• Mental health and wellness support.
• Employer-paid basic life and disability coverage.
• Annual learning and development stipend.
• Daily office meals and eligible meal delivery credits.
• Relocation assistance for eligible employees.
• Additional benefits may include charitable donation matching and wellness stipends.

OpenAI is an equal opportunity employer and provides reasonable accommodations to applicants with disabilities. Background checks are administered in accordance with applicable law.