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

Citigroup Inc.; Mumbai; Sur place; INR 4 000 000 - 7 000 000; Plein temps

Résumé du poste

Citigroup Inc. in Mumbai seeks an experienced AI and Process Automation Lead to transform global investment banking research operations. You will evaluate end-to-end workflows and implement Generative AI, LLM, and automation to reduce bottlenecks and improve accuracy.

The role requires 10+ years in Investment Banking Support or Process Automation, with strong knowledge of M&A, valuations, and market data tools. Collaboration with global teams and leadership across shifts is essential.

Qualifications

• 10+ years in Investment Banking Support or Process Automation.
• Strong knowledge of investment banking workflows, M&A, valuations and market data tools.
• Experience applying GenAI/LLM, prompt engineering, and automation in finance workflows.

Responsabilités

• Audit and optimize research workflows to identify bottlenecks and ROI opportunities.
• Design and deploy AI-driven automation to scale analyst output and accuracy.
• Establish HITL governance to ensure data confidentiality and reduce hallucinations.
• Collaborate with global bankers to align deliverables and drive adoption.

Connaissances

GenAI/LLM

Prompt engineering

Workflow automation

Python/SQL

Formation

Finance/Economics/CS/Eng

CFA/MBA preferred

Outils

FactSet

Capital IQ

Bloomberg

Description du poste

The Banking Support Lead Analyst

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

Equal Opportunity Employer

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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