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. ------------------------------------------------------ _Citi is an equal prospect 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._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)_ _._ _View Citi's_ _EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy)_ _and the_ _Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf)_ _poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

📌 Banking Support Lead Analyst: AI and Process Automation Lead - Vice President (Mumbai)
🏢 Citigroup
📍 Mumbai