AI Investment Banking Research Associate

Santriya Technologies; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Santriya Technologies is seeking an AI Investment Banking Research Associate to generate decision-useful company, sector and transaction research using approved AI tools. You will accelerate discovery and synthesis while ensuring source-level verification and analyst accountability.

You will be responsible for building datasets, supporting valuations, and producing client-ready materials with strong documentation and traceability.

Qualifications

• Proven ability to research companies, sectors, markets and transactions.
• Ability to verify figures against primary or licensed sources.
• Maintain source citations, dates and version control in workpapers.

Responsibilities

• Research companies, sectors, markets, transactions and strategic themes from approved data sources.
• Use AI to summarize filings, transcripts and research and to generate questions/hypotheses; verify all figures and facts from primary or licensed sources.
• Build and maintain datasets for comparable companies, precedent transactions and market data as required.
• Support valuation, strategic analysis, client materials and internal opportunity discussions.
• Track news and transaction developments and distinguish confirmed facts from speculation.
• Maintain source citations, dates, assumptions and version control in workpapers.
• Protect material non-public and client-confidential information in approved environments only.
• Partner with senior bankers to convert research into concise client insights.

Skills

Research

Data verification

Source citations

Team collaboration

Tools

GenAI copilots

enterprise search

Job description

Santriya Technologies is seeking an AI Investment Banking Research Associate to produce decision-useful company, sector and transaction research using approved AI research tools to accelerate discovery and synthesis while maintaining source-level verification and analyst accountability.

Product & documentation operating model: You will be assigned one or more company products, client solutions or operational services. The approved product documentation, SOPs, policies, process maps, knowledge articles, release notes, controls, scripts and AI runbooks are the source of truth. Use only approved enterprise AI tools to retrieve, summarize, draft, classify, prioritize or automate work. Validate material AI outputs against current documentation and authoritative system data, record exceptions, and escalate conflicts or missing guidance. Do not invent product features, prices, customer entitlements, engineering limits, regulatory positions or safety instructions.

Key Responsibilities

• Research companies, sectors, markets, transactions and strategic themes from approved data sources.
• Use AI to summarize filings, transcripts and research and to generate questions/hypotheses; verify all figures and facts from primary or licensed sources.
• Build and maintain comparable-company, precedent-transaction and market datasets as required.
• Support valuation, strategic analysis, client materials and internal opportunity discussions.
• Track news and transaction developments and distinguish confirmed facts from speculation.
• Maintain source citations, dates, assumptions and version control in workpapers.
• Protect material non-public and client-confidential information in approved environments only.
• Partner with senior bankers to convert research into concise client insights.

AI-enabled ways of working

• Use approved GenAI copilots, enterprise search/RAG, analytics and workflow agents to reduce repetitive work and improve decision preparation.
• Keep prompts, outputs and automated actions within approved data-access, confidentiality and retention rules.
• Correct inaccurate summaries, classifications or recommendations before they become customer, operational or system records.
• Feed recurring AI errors, knowledge gaps and process friction into product, documentation and control improvement.

Human accountability

• AI is a copilot, not the accountable decision-maker. The role holder remains responsible for judgement, quality, privacy, security and appropriate escalation. Credit, fraud blocking, legal/regulatory, financial advice, safety-critical, clinical, employment and other high-impact decisions must follow delegated authority and required human review.

Success Measures

• Research turnaround improves.
• Factual and source accuracy remains high.
• Analyst time shifts from retrieval to judgement.
• Client materials contain traceable evidence.