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For AI agents: the complete content index is available at https://we0.ai/llms.txt, the full English article bundle is available at https://we0.ai/llms-full.txt, and this page is available as Markdown at https://we0.ai/articles/openai-investment-banking-expert-role.md.
OpenAI is hiring an investment banking subject matter expert to define what trustworthy, professional AI-assisted banking work should look l...
OpenAI has opened a new position for a Subject Matter Expert in Investment Banking. The role sits within the Applied AI team in San Francisco and is designed for someone who understands how investment banking work is actually completed—not only how it looks in a polished final deck.
The central task is to help OpenAI define what high-quality, AI-assisted banking work should look like. That includes turning real workflows into evaluation tasks, producing reference materials at a professional banking standard, identifying recurring model failures, and helping product and research teams improve the systems behind those outputs.
The listed base salary is $185,000 to $205,000, plus equity. The role follows a hybrid schedule requiring three days per week in the San Francisco office, with relocation assistance available for new employees.
The full position title is Subject Matter Expert, Investment Banking. It belongs to OpenAI’s Applied AI organization and is based in San Francisco.
OpenAI describes investment banking as one of the most demanding forms of knowledge work. Bankers must combine fragmented information, make judgments under pressure, and deliver financial models, analysis, and client materials that are precise enough to withstand close review.
That is the environment this role is meant to reproduce inside AI evaluation and product development.
The compensation range listed on the official job page is:
Some online responses argued that the salary should be substantially higher for the level of banking experience and judgment OpenAI is seeking.
That reaction is anecdotal rather than a representative compensation study, but it reflects the unusual profile of the role. OpenAI is not simply hiring someone to produce financial models. It wants an experienced practitioner who can convert tacit professional judgment into tasks, standards, rubrics, datasets, and product feedback.
The role covers a broad range of investment banking activities, including:
The expert will help determine what “good” means across each of these workflows.
A model output can look polished while still containing weak assumptions, inconsistent numbers, poor sourcing, or conclusions that would not survive senior review. OpenAI wants this role to separate work that is merely plausible from work that is accurate, traceable, internally consistent, and suitable for serious professional use.
One of the main responsibilities is converting real banking processes into challenging evaluation tasks.
Each task should include realistic:
This matters because generic finance questions do not fully test whether an AI system can perform professional banking work. A meaningful evaluation needs to reflect the messy source materials, formatting expectations, deadlines, dependencies, and judgment calls found in actual transactions.
The expert will also create and refine reference outputs that can be used to judge AI-generated work.
These artifacts may include:
These are not simplified examples intended only for demonstrations. They are expected to represent the standard an experienced banker would accept.
The position requires the development of clear scoring systems for both individual model outputs and complete agent workflows.
The official role description highlights several evaluation dimensions:
| Evaluation Area | What It Measures |
|---|---|
| Financial correctness | Whether calculations, formulas, and conclusions are accurate |
| Analytical judgment | Whether the approach and assumptions are appropriate |
| Source quality | Whether evidence comes from suitable and credible inputs |
| Traceability | Whether claims and numbers can be traced back to sources |
| Internal consistency | Whether figures and conclusions agree across the deliverable |
| Presentation quality | Whether the output is clear, polished, and professionally structured |
| Practical usefulness | Whether a banker could actually use the work |
The role is not limited to checking a single answer from a model.
The expert will evaluate complete agent workflows, identify recurring failure patterns, and convert those findings into actionable feedback for OpenAI’s Research, Engineering, and Product teams.
That may involve examining whether an agent:
The expert will also work with researchers and engineers on evaluators, graders, datasets, human-review processes, tools, and product integrations.
Another part of the job is deciding where AI can create the most value inside investment banking workflows.
The role will collaborate with product teams to prototype new workflows using OpenAI tools and assess whether early versions meet the needs of real users.
It will also involve working with customers, design partners, and domain reviewers to understand operational standards, support testing, codify domain knowledge, and encourage responsible deployment in financial services.
The minimum experience requirement is two or more years in investment banking, including direct involvement in live transaction execution.
Applicants should have a track record of producing:
OpenAI states that demonstrated ability and judgment matter more than title or tenure. In other words, the company is not defining the candidate solely by seniority.
Candidates should understand core workflows across areas such as:
They must be able to build and review financial analysis in Excel and create polished PowerPoint materials.
The role also requires a strong eye for problems that can make an output unreliable, including:
A distinctive requirement is the ability to understand how banking work changes from junior analyst to director level.
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The successful candidate should be able to identify:
This is important because not every part of a banking workflow should be treated the same way. Mechanical execution may be easier to automate, while transaction judgment, client communication, regulatory interpretation, or decisions involving incomplete evidence may still require experienced human oversight.
Much of investment banking expertise is tacit. Experienced professionals often recognize weak analysis quickly, even when the problem is difficult to describe in a simple checklist.
OpenAI wants someone who can turn that intuition into:
The role is therefore a bridge between banking practice and AI system development.
The job is a hands-on individual contributor position with no people-management responsibility.
Candidates should be willing to create the first version of a:
The role may shift frequently between Excel, PowerPoint, source documents, evaluation criteria, product prototypes, conversations with researchers, and discussions with customers.
OpenAI says especially strong candidates may also have experience across multiple banking products, industry groups, regions, or transaction types.
Adjacent backgrounds can also be useful, including:
Experience improving financial workflows through automation, templates, knowledge systems, data tools, process redesign, or new technology is another advantage.
The job description also highlights familiarity with:
These skills are relevant because the role is not only about completing banking work. It is about converting that work into reliable evaluation and improvement systems.
OpenAI’s Applied AI team works across Research, Product, Engineering, and Go-to-Market.
Its goal is to turn real professional workflows into:
Investment banking is a useful test environment because it combines structured calculations with unstructured documents, incomplete information, formatting requirements, regulatory constraints, and high-stakes human judgment.
A system may be able to generate a valuation table or draft a pitch-book page, but that does not automatically mean the output is professionally reliable. The figures must be sourced, formulas must be correct, assumptions must make sense, the story must remain consistent across documents, and the result must survive review by experienced bankers.
The role therefore signals a broader direction in AI product development: domain experts are becoming part of the model evaluation and product-design process, not merely end users.
Their work can be converted into evaluation datasets, scoring methods, training feedback, workflow prototypes, and product requirements.
OpenAI has already been expanding its work in finance-oriented tools and workflows.
ChatGPT for Excel is designed to build, update, analyze, and explain spreadsheet models inside a workbook. OpenAI has also introduced financial data integrations and role-specific workflows for investment banking, public equity research, and related professional tasks.
The new subject matter expert role adds another layer: experienced practitioners who can decide whether AI-generated financial work is truly usable.
That distinction is important. Financial services teams often need more than fluent text generation. They need:
The position is designed to help OpenAI build and test against those standards.
It is an Applied AI position focused on defining and evaluating high-quality AI-assisted investment banking work. The expert will create realistic tasks, banker-grade reference outputs, scoring rubrics, and feedback for model and product teams.
The official job listing gives a base salary range of $185,000 to $205,000, plus equity. Compensation details may change, so applicants should check the current OpenAI careers page before applying.
Yes. OpenAI asks for at least two years of investment banking experience, including live transaction execution and the production of financial models, analysis, and client materials.
No. The role is based in San Francisco and follows a hybrid model requiring three days in the office each week. OpenAI says relocation assistance is available to new employees.
The expert will evaluate individual model outputs and complete agent workflows across research, financial modeling, valuation, due diligence, transaction execution, and client materials. The evaluation criteria include accuracy, judgment, sourcing, traceability, consistency, presentation, and practical usefulness.
Professional banking quality depends on judgment and standards that are difficult to capture through generic benchmarks. An experienced banker can identify subtle errors, unrealistic assumptions, weak evidence, and outputs that look polished but are not safe to use.
Yes. The job includes creating and refining banker-grade reference artifacts, including financial models and valuation analyses. Candidates must also be able to build and review financial analysis in Excel and produce polished PowerPoint materials.
No. OpenAI describes it as a hands-on individual contributor position. The person will collaborate with technical, product, and customer-facing teams but will not have direct management responsibilities.
OpenAI is hiring an investment banking subject matter expert to define what trustworthy, professional AI-assisted banking work should look like. The role combines hands-on financial modeling with evaluation design, workflow testing, rubric development, and product collaboration.
The position requires real transaction experience, strong Excel and PowerPoint skills, and the ability to distinguish polished-looking work from analysis that is accurate, traceable, internally consistent, and ready for professional review.
The key responsibility is not simply to teach AI how to produce banking documents, but to define the standards that make those documents reliable enough to use.
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