Job Type: Full time

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 TeamMumbai 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 RoleWe 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 ResponsibilitiesTask & 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 & RequirementsExperience: 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 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.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.View Citi’s EEO Policy Statement and the Know Your Rights poster.

📌 Banking Support Lead Analyst: AI and Process Automation Lead - Vice President (India)
🏢 12542 Citicorp Services India Private
📍 India