About this role
About the Team
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 client materials.
Our team works across Research, Product, Engineering, and Go-to-Market to make OpenAI's models genuinely useful for these workflows. We translate real professional work into product requirements, evaluations, training signals, and repeatable customer solutions. We care not only whether a model can generate an answer, but whether it can deliver accurate, defensible work that experienced bankers can trust and use.
This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees.
About the Role
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. You will use that expertise to design realistic tasks and evaluations, create and assess high-quality reference work, diagnose model failures, and help our technical teams improve model behavior and product experiences.
This is a hands-on individual-contributor role for someone who enjoys both doing the work and explaining what makes it good. You should be comfortable moving between an Excel model, a presentation, a source document, an evaluation rubric, a product prototype, and a conversation with researchers or customers. You will help us distinguish outputs that merely look plausible from work that is accurate, traceable, internally consistent, and ready for serious professional use.
In This Role, You Will
- 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 tra