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

Overview

Senior Vice President-level role within Citi's Banking team in Mumbai, leading the evaluation and automation of investment banking research workflows using AI and process automation solutions.

What you'll do

• Critically analyze all information research and deal support tasks to identify bottlenecks, measure ROI, and prioritize automation opportunities.
• Design and deploy AI-driven solutions (prompt engineering, agentic workflows, intelligent document extraction for 10-Ks/CIMs, financial API integration) to scale team output.
• Build robust verification and human-in-the-loop (HITL) frameworks to ensure 100% data accuracy, eliminate hallucinations, and comply with confidentiality/MNPI standards.
• Partner with global investment bankers to align deliverables, track efficiency KPIs (time saved, accuracy, throughput), and upskill analysts in AI adoption.
• Systematically evaluate end-to-end research workflows and analyst tasks (company profiling, comps, DCF inputs, filings analysis, and market monitoring).

What you'll need

• 10+ years in Investment Banking Support or Process Automation.
• 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).
• Proven ability to lead functional teams, drive tech adoption across global shifts, and communicate technical concepts clearly to senior banking stakeholders.
• Bachelor's or Master's degree in Finance, Economics, Computer Science, Engineering, or related field.

Nice to have

• CFA/MBA.

Details

• Location: Mumbai, Maharashtra, India.
• Employment type: Full time.
• Job family: Investment Banking (Institutional Banking group).