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

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).

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Job Family Group:

Institutional Banking

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Job Family:

Investment Banking

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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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