Investment Banking & Capital Markets AI Residency

About Us Mentis AI works at the intersection of institutional finance expertise and frontier AI systems. Our team combines deep financial services experience (Lazard, Partners Group) with machine learning and applied AI research. Operating across London and San Francisco, we collaborate with leading AI labs to improve how models reason, generalize, and make decisions in high-stakes financial contexts.

The Opportunity This residency is designed for senior research analysts and portfolio managers who want exposure and a meaningful experience towards the direction of AI in your domain and earn early, practical exposure at using advanced AI system.

You will:

• Prompt: Develop and iterate realistic prompts that you would ask a junior role to test the relevance and quality of AI-generated insights.

• Compare human vs. machine judgment: Systematically evaluate divergence between professional banking judgment and AI outputs across M&A, ECM, DCM, and leveraged finance contexts.

• Design frameworks: Translate how senior bankers evaluate transactions, structure deals, and advise clients through origination, execution, and close into problems that push the limits of AI reasoning.

• Construct expert benchmarks: Build and validate real-world transaction analyses, valuation frameworks, and deal materials used to evaluate frontier AI systems

Why This Experience Is Valuable

• Hands-on exposure to how AI is reshaping deal workflows, from pitching and origination through financial modeling, fairness opinions, and transaction close.

• You will be among the first investment banking professionals to work directly on how frontier AI models reason about transaction structuring, valuation, and capital markets execution.

Who You Are

• 3–7 years of experience in investment banking or capital markets at a bulge bracket or elite boutique (e.g. Goldman Sachs, Morgan Stanley, J.P. Morgan, Bank of America, Citi, Barclays, UBS, Deutsche Bank, Wells Fargo, Evercore, Moelis, Centerview, Lazard, Jefferies)

• Associate, VP, or Director level across M&A, industry coverage, ECM/DCM, leveraged finance, or syndicate

• Deep expertise in at least one of: M&A deal structuring and valuation, equity or debt capital markets execution, sector-specific coverage, or syndicate/book-running

• Strong financial modeling skills (including LBO, 3-statement, DCF) and comfort with complex transaction analysis, fairness opinions, and client-facing materials

• Ability to articulate investment banking judgment clearly and precisely in writing

• Genuine intellectual curiosity about the application of AI in financial services

Residency Structure

• Commitment: 15+ hours/week, flexible scheduling

• Location: Remote globally, or in-person if based in London

• Compensation: Hourly rate depending on experience

• Start date: Immediate / Rolling