Junior Associate – Financial Analyst (AI-Enabled)

Boutique Investment Firm | Investment Research & Advisory

Reports to: Vice President / Senior Associate, Investment Research
Experience: 0–2 years | Qualification: CA / MBA (Finance) / CFA L1–L2 / B. Com–BBA with solid quant grounding

Role Purpose

Support deal teams and senior analysts across financial modelling, valuation, research and due diligence — using AI tools to compress turnaround time on data gathering, document review and drafting, while owning the accuracy of every output.

Core Responsibilities

Financial analysis & modelling
- Build and maintain three-statement models, DCF, comparable company and precedent transaction analyses
- Spread financials from annual reports, filings and management accounts; normalize for one-offs
- Track portfolio company KPIs and prepare monthly/quarterly performance packs

Research & due diligence
- Sector and company research, market sizing, competitive benchmarking
- Support commercial and financial due diligence; maintain data room checklists and trackers




- Prepare investment memos, teasers, IMs and pitch decks

AI-enabled workflows
- Use LLM tools (Claude, ChatGPT, Copilot) for filing summarisation, transcript analysis, first-draft memos and research synthesis — with mandatory human verification of every figure and citation
- Automate recurring tasks with Python (pandas, openpyxl) or Excel/VBA — data pulls, model refreshes, report generation
- Apply AI/NLP to unstructured data: earnings call sentiment, news flow, management commentary, contract review
- Maintain prompt libraries and documented workflows for the team; flag hallucination and data-confidentiality risks

Skills Required

Category

Skills

Finance

Accounting, valuation (DCF/comps/precedents), LBO basics, ratio and cash-flow analysis

Technical

Advanced Excel, PowerPoint, Python (pandas, numpy), SQL

AI

Prompt engineering, LLM-based document analysis, familiarity with RAG concepts, Power BI/Tableau; bas

📌 Junior Associate – Financial Analyst (Bandra West)
🏢 Eisen consultancies private
📍 Bandra West