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CONTENT CREATOR
Investment Banking Financial Modelling Equity Research IB Operations
JOB DESCRIPTION PREREQUISITE TASK GUIDELINE
Role Overview
We are looking for a finance-literate Content Creator to join our Investment Banking education vertical. You will produce high-quality video content, structured notes, and assessment materials that help learners bridge the gap between textbook finance and real-world banking. The ideal candidate thinks like a banker, communicates like a teacher, and is obsessive about accuracy.
Role
IB Content Creator (Videos + Notes)
Domain
Investment Banking Financial Modelling, Equity Research, IB Operations, Capital Markets
Employment Type
Full-Time / Freelance / Contract (based on candidate profile)
Experience
14 years in IB, Equity Research, FP&A, or a strong self-taught finance background with a verified content portfolio
Location
Remote / Hybrid
Key Deliverables
Video scripts & recordings, structured PDF/Word notes, ungoogleable question banks, mock assessments
Key Responsibilities
Develop video lessons explaining core IB concepts valuation (DCF, Comps, Precedent Transactions), deal structuring, LBO mechanics, M&A process, and capital markets
Write clean, accurate, and learner-ready notes for Financial Modelling, Equity Research, and IB Operations topics
Design original, application-based questions that test genuine conceptual depth not rote recall or formula memorisation
Review content created by junior team members for technical accuracy and pedagogical clarity
Stay current on live deals, earnings seasons, and regulatory developments to create contextually relevant content
Work with the academic team to align all output with target learner outcomes (IB Analyst prep, CFA, MBA Finance)
Required Skills & Qualifications
Technical Finance
3-statement financial modelling proficiency
Working knowledge of DCF, trading & transaction comps
Understanding of LBO structure and key value drivers
Equity Research report structure and target price methodology
Familiarity with IB deal flow, pitchbooks, and capital markets
Content & Communication
Strong written and verbal communication in English
Ability to simplify complex finance topics for learners
Experience producing educational video content (preferred)
Proficiency in Excel/Google Sheets for model-based content
Zero tolerance for numerical or conceptual errors in outputs
Good to Have
CFA Level I/II, CA, MBA (Finance), or equivalent qualification
Prior experience at an investment bank, Big 4 advisory, or equity research firm
Existing YouTube, EdTech, or LinkedIn finance content portfolio
Familiarity with PowerPoint, Notion, or similar tools for structured notes creation
PART 2PREREQUISITE TASK GUIDELINESPurpose of This Task
Every candidate applying for this role must complete a mandatory prerequisite assignment before being considered for an interview. This task is not a formality it is a direct demonstration of your subject matter expertise, originality of thinking, and ability to create content that goes beyond what a learner can find on their own.
There are no shortcuts here. Only candidates who genuinely understand Investment Banking at a practitioner level will be able to complete this well.
THE TASK
Prepare 50 original, ungoogleable test questions on Investment Banking
covering Financial Modelling IB Operations Equity Research Valuation Capital Markets
What Does Ungoogleable Mean
An ungoogleable question is NOT just a question that doesn't appear on the first Google results page. It is a question that:
Requires applying multiple IB concepts simultaneously not recalling a single definition or formula
Involves real-world judgment where a strong answer requires weighing trade-offs, not just computing an answer
Tests the WHY and the SO WHAT, not just the WHAT or the HOW MUCH
Forces the candidate to connect theory with deal reality, market conditions, or operational nuance
Can only be answered well by someone who has genuinely studied and thought about IB not just Googled it
Rule of thumb: If a student can find a satisfactory answer within 30 seconds of searching, the question fails the test.
Topic Coverage Mandatory Distribution
Topic Area
Questions
% of Total
Financial Modelling (3-statement, DCF, LBO, M&A accretion-dilution)
12
24%
Equity Research (report writing, target price, thesis, sector analysis)
10
20%
Valuation (Comps, Precedent Transactions, sum-of-parts, NAV)
10
20%
IB Operations (deal flow, pitchbooks, execution, regulatory, syndication)
8
16%
Capital Markets (IPO, ECM, DCM, credit markets, market structure)
6
12%
Cross-Domain / Case-Based (multi-concept judgment questions)
4
8%
How We Will Evaluate Your Submission
Criterion
What We Are Looking For
Marks
Ungoogleability
Questions cannot be easily answered by a search engine; must test application and judgment, not memory
30
Technical Accuracy
Finance concepts underpinning each question are precise and correct
25
Conceptual Depth
Questions probe the WHY and the SO WHAT not just the WHAT or HOW MUCH
20
Coverage & Balance
Adequate and proportionate spread across all mandated topic areas
15
Clarity of Framing
Questions are unambiguously worded, grammatically clean, and professionally presented
10
Dos and Don'ts
DO
DON'T
Write scenario-based what would you do if... questions
Force candidates to weigh competing financial goals or trade-offs
Include real-world context sector dynamics, deal structures, market conditions
Design questions that have multiple defensible positions
Tag each question with its topic area in [ ] brackets
Optionally add a 12 line note on what concept or thinking the question tests
Ask definition questions (e.g., What is EBITDA or Define WACC)
Reuse questions from standard IB prep books, Investopedia, or online banks
Frame trivial numerical questions with no context or judgment required
Submit yes/no, fill-in-the-blank, or one-line answer questions
Duplicate or paraphrase similar questions across different topic tags
Submit anything that can be resolved with a basic Google search
Question Format
Each question should follow this simple format:
Q1. [Your question text here written clearly, with full context and no ambiguity.] [Topic Tag: e.g., Financial Modelling]
Optional note: This question tests whether the candidate understands [concept X] and how it interacts with [concept Y] under [condition Z].
Submission Instructions
Format: A single PDF or Word document (.pdf or .docx)
Structure: Number all 50 questions sequentially (Q1 to Q50). Add a topic tag in [ ] at the end of each question
Optional: Include a brief 12 line note per question explaining what concept or thinking it tests
Deadline: Within 72 hours of receiving this document
Submission: Email to [Insert HR Email]|Subject Line: IB Content Creator Task [Your Full Name]
IMPORTANT DISQUALIFICATION NOTICE
Submissions that include questions directly sourced or paraphrased from prep books, question banks, Investopedia, Wall Street Prep, Breaking Into Wall Street, or any other online or offline resource will be automatically disqualified. Originality is the minimum bar not a differentiator.
What Happens After Submission
1.Our team reviews every submission against the evaluation rubric within 5 business days
2.Shortlisted candidates are called for a 30-minute technical review call to discuss their question choices and the thinking behind them
3.Final interviews are scheduled with the content and academic leadership team
4.Offer letters are rolled out within 2 business days of the final round
We are not looking for someone who knows IB.
We are looking for someone who can make others fall in love with it.
Good luck.
Job ID: 145079839