Banking Support Lead Analyst: AI and Process Automation Lead - Vice President

Mployee.me; Mumbai; On-site; INR 400,000 - 800,000; Full time

Job summary

Citi MISG in Mumbai seeks an experienced AI and Process Automation Lead to transform our global investment banking research operations. You will evaluate end-to-end workflows and analyst tasks to eliminate inefficiencies and implement Generative AI, LLM, and automation solutions across the organization.

The role requires 10+ years in investment banking support or automation, with strong skills in GenAI, prompt engineering, Python/SQL, and experience leading cross-border teams.

Qualifications

• 10+ years in Investment Banking Support or Process Automation.
• Solid understanding of investment banking workflows, M&A, valuations (trading/deal comps, DCF), and market data tools (FactSet, Capital IQ, Bloomberg).
• GenAI/LLM applications, prompt engineering, workflow automation, or scripting (e.g., Python/SQL).
• Leadership & communication: lead teams and communicate technical concepts to senior stakeholders.
• Bachelor’s or Master’s degree in Finance, Economics, CS, Engineering; CFA/MBA preferred.

Responsibilities

• Audit tasks and workflows to identify bottlenecks, measure ROI, and prioritize automation opportunities.
• Design and deploy AI-driven solutions (prompt engineering, agentic workflows, document extraction for 10-Ks/CIMs, financial API integration).
• Establish HITL frameworks to ensure 100% data accuracy, avoid hallucinations, and maintain confidentiality/MNPI standards.
• Partner with global bankers to align deliverables, track efficiency KPIs, and upskill analysts in AI adoption.

Skills

GenAI/LLM

Prompt engineering

Workflow automation

Python/SQL scripting

Education

Bachelor's/Master’s in Finance/Economics/CS/Engineering

CFA/MBA preferred

Tools

FactSet

Capital IQ

Bloomberg

Financial API integration

Job description

The Banking Support Lead Analyst is a senior role within the Banking team, responsible for the expert execution of a variety of support functions to ensure team efficiency and effectiveness. The overall objective is to critically evaluate investment banking research workflows and drive operational efficiencies by designing and integrating cutting-edge AI and process automation solutions.

About The Team

Mumbai Information Services Group (MISG) provides essential information and research support to our banking teams across the globe. The group is a key partner to our investment bankers, helping them with research for pitching and executing major M&A and financing deals.

The Role

We are seeking an experienced AI and Process Automation Lead to transform our global investment banking research operations. In this role, you will systematically evaluate end-to-end research workflows and analyst tasks (company profiling, comps, DCF inputs, filings analysis, and market monitoring) to eliminate inefficiencies and implement high-impact Generative AI, LLM, and automation solutions.

Key Responsibilities

• Task & Workflow Audit: Critically analyze all information research and deal support tasks to identify bottlenecks, measure ROI, and prioritize automation opportunities.
• AI & Automation Implementation: Design and deploy AI-driven solutions (prompt engineering, agentic workflows, intelligent document extraction for 10-Ks/CIMs, financial API integration) to scale team output.
• Quality & Risk Governance: Build robust verification and human-in-the-loop (HITL) frameworks to ensure 100% data accuracy, eliminate hallucinations, and comply with confidentiality/MNPI standards.
• Global Stakeholder & Change Leadership: Partner with global investment bankers to align deliverables, track efficiency KPIs (time saved, accuracy, throughput), and upskill analysts in AI adoption.

Qualifications & Requirements

• Experience: 10+ years in Investment Banking Support or Process Automation.
• Domain & Technical Skills:
  • Solid understanding of investment banking workflows, M&A, valuations (trading/deal comps, DCF), and market data tools (FactSet, Capital IQ, Bloomberg).
  • Practical expertise in GenAI/LLM application, prompt engineering, workflow automation, or scripting (e.g., Python/SQL).
• Leadership & Communication: Proven ability to lead functional teams, drive tech adoption across global shifts, and communicate technical concepts clearly to senior banking stakeholders.
• Education: Bachelor’s or Master’s degree in Finance, Economics, Computer Science, Engineering, or related field (CFA/MBA preferred).

Job Family Group

Institutional Banking

Job Family

Investment Banking

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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