4,477 Banking Associate jobs in India

Role Overview

The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.

Key Responsibilities

Client Acquisition Support

• Assist in the preparation of client presentations, pitch books, and investment proposals.
• Conduct research on prospective clients, industries, and market trends to support business development.
• Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.

Portfolio Analytics & Reporting

• Analyze client portfolios across asset classes, track performance, and prepare periodic review reports.
• Support portfolio construction by providing research-based insights and recommendations.
• Monitor market developments and assess impact on client portfolios.
• Prepare customized investment analysis to support relationship managers and clients in decision-making.

Qualifications & Skills

• Bachelor’s/Master’s degree in Finance, Economics, Business, or related field; CFA/CFP (preferred).
• 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
• Strong knowledge of financial markets, investment products, and asset allocation principles.
• Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred).
• Excellent communication, presentation, and stakeholder management skills.
• Strong analytical mindset with attention to detail.

Personal Attributes

• Client-centric mindset with a focus on quality and delivery.
• Proactive, resourceful, and able to work in a fast-paced environment.
• Strong team player with a high degree of integrity and professionalism.

Hiring for Investment Banking team for multiple roles for Bangalore, candidates should be comfortable working in 12 PM to 9 PM shifts with 5 days WFO set up

Candidates with experience range from 1-6 Years in Investment Banking

Educational Qualifications-Any Post Graduate / CFA All Level cleared

Job Description

Industry studies, thematic research, mailers/newsletters, industry landscape and mapping, Company profiling (Public/Private), Industry / benchmarking analysis, preparation of pitchbooks, information memorandum, confidential information memorandums, buyer and target screening, prospect benchmarking and marketing materials, trading and comparable comps database, precedent transaction analysis, valuation methodologies (SOTP, Relative Valuation, DCF, LBO) and Client Coordination

Key Responsibilities

1. Excellent communication and presentation skills, ability to engage stakeholders in meaning discussion on the industry outlook and current themes
2. Ability to identify new themes in the sub sectors and work on comprehensive thematic research.
3. Strong financial and analytical skills to assess the economic performance/analysis of companies and industries for clients
4. Should work independently and have the management/leadership skills to run the research on a day-to-day basis
5. Managing the project timelines and quality of deliverables ensuring "high client satisfaction"
6. Conducting analysis and performing quality control check of the outgoing reports/packs
7. Should be able to impart training to junior members in the team
8. Experience in analyzing industry trends and evaluating business dynamics
9. Generating ideas and creating presentations as part of pitch books
10. Advanced Excel and PowerPoint skills (Excel VBA knowledge is an added advantage)
11. Good written and verbal communication skills
12. Expert knowledge on financial databases(Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market)
13. Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques

Interested candidates can mail the resume on

Position: Investment Banking Associate (SME – Capital Markets & Transactions)

Location: India (Remote)

Employment Type: Full-Time

Schedule: Monday to Friday, Day Shift

Experience: 3–5 Years in Investment Banking, M&A, or Equity Research

Company Description

Scry AI is a research-led enterprise AI company that builds intelligent platforms for BFSI institutions to drive efficiency, insight, and compliance. Our solutions support complex workflows across financial analysis, transaction processing, and reporting by automating data extraction, normalization, and real-time intelligence delivery.

We are looking for an Investment Banking Associate to join as a Subject Matter Expert (SME). You will provide domain knowledge to help design AI-powered solutions that support capital markets workflows including M&A, valuations, deal analysis, and due diligence.

Role Overview

As an Investment Banking Associate (SME) at Scry AI, you will serve as the bridge between product and capital markets expertise. Your experience in deal execution, financial modeling, and investor communication will inform how we build and refine automation solutions that assist banking analysts and associates in their high-pressure, data-intensive roles.

Key Responsibilities

1. Domain Expertise & Workflow Design

• Map out investment banking processes including M&A, fundraising, IPO readiness, and pitchbook creation.
• Define templates, metrics, and document types (teasers, CIMs, term sheets) used in banking workflows.
• Contribute input on financial models, DCFs, comps, and transaction multiples to guide automation logic.

2. Product Collaboration

• Work with product and engineering teams to develop AI models that extract and analyze deal data from reports, filings, and presentations.
• Review output quality of document intelligence tools used for parsing investor decks, target profiles, and financial disclosures.
• Identify edge cases and validation logic for modeling accuracy and contextual understanding.

3. Client & Use Case Support

• Participate in client discovery to understand specific investment banking pain points.
• Assist in building demo use cases and prototypes that reflect real IB scenarios.
• Translate feedback from banking professionals into product and feature requirements.

4. Knowledge Contributions

• Maintain documentation on capital markets workflows, valuation methodologies, and reporting standards.
• Contribute to training content and internal knowledge base for product, sales, and marketing teams.
• Stay updated on investment banking trends and regulatory developments impacting capital markets.

Required Qualifications & Skills

• 3–5 years of experience in investment banking, equity research, corporate finance, or transaction advisory.
• Strong financial modeling, valuation, and presentation skills.
• Familiarity with common IB deliverables (pitchbooks, CIMs, term sheets, fairness opinions).
• Exposure to sectors such as BFSI, Tech, or Industrials preferred.
• Proficient in Excel, PowerPoint, and data room workflows.
• Excellent analytical, writing, and communication skills.

Our Ideal Candidate

• Has lived the pace and pressure of investment banking or similar roles.
• Understands where automation can reduce friction, increase accuracy, and accelerate deal timelines.
• Is excited to shape tools that make financial professionals more productive and insightful.
• Brings a balance of financial rigor, technology curiosity, and cross-functional collaboration.

Tip for candidates

If this role interests you, then follow our page to stay updated on similar future job openings and insights.

Hiring for Investment Banking team for multiple roles for Bangalore, candidates should be comfortable working in 12 PM to 9 PM shifts with 5 days WFO set up

Candidates with experience range from 1-6 Years in Investment Banking

Educational Qualifications-Any Post Graduate / CFA All Level cleared

Job Description

Industry studies, thematic research, mailers/newsletters, industry landscape and mapping, Company profiling (Public/Private), Industry / benchmarking analysis, preparation of pitchbooks, information memorandum, confidential information memorandums, buyer and target screening, prospect benchmarking and marketing materials, trading and comparable comps database, precedent transaction analysis, valuation methodologies (SOTP, Relative Valuation, DCF, LBO) and Client Coordination

Key Responsibilities

• Excellent communication and presentation skills, ability to engage stakeholders in meaning discussion on the industry outlook and current themes
• Ability to identify new themes in the sub sectors and work on comprehensive thematic research.
• Strong financial and analytical skills to assess the economic performance/analysis of companies and industries for clients
• Should work independently and have the management/leadership skills to run the research on a day-to-day basis
• Managing the project timelines and quality of deliverables ensuring "high client satisfaction"
• Conducting analysis and performing quality control check of the outgoing reports/packs
• Should be able to impart training to junior members in the team
• Experience in analyzing industry trends and evaluating business dynamics
• Generating ideas and creating presentations as part of pitch books
• Advanced Excel and PowerPoint skills (Excel VBA knowledge is an added advantage)
• Good written and verbal communication skills
• Expert knowledge on financial databases(Bloomberg, Capital IQ, Thomson Reuters, Pitchbook, Merger Market)
• Valuation of companies by building comprehensive financial models using DCF, LBO, M&A and relative valuation techniques

Interested candidates can mail the resume on

Role Overview

The Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.

Key Responsibilities

Client Acquisition Support

• Assist in the preparation of client presentations, pitch books, and investment proposals.
• Conduct research on prospective clients, industries, and market trends to support business development.
• Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.

Portfolio Analytics & Reporting

• Analyze client portfolios across asset classes, track performance, and prepare periodic review reports.
• Support portfolio construction by providing research-based insights and recommendations.
• Monitor market developments and assess impact on client portfolios.
• Prepare customized investment analysis to support relationship managers and clients in decision-making.

Qualifications & Skills

• Bachelor’s/Master’s degree in Finance, Economics, Business, or related field; CFA/CFP (preferred).
• 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
• Strong knowledge of financial markets, investment products, and asset allocation principles.
• Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred).
• Excellent communication, presentation, and stakeholder management skills.
• Strong analytical mindset with attention to detail.

Personal Attributes

• Client-centric mindset with a focus on quality and delivery.
• Proactive, resourceful, and able to work in a fast-paced environment.
• Strong team player with a high degree of integrity and professionalism.

• Develop and maintain complex financial models for valuation and transaction analysis.
• Conduct in-depth financial due diligence on potential transactions.
• Prepare client presentations, pitch books, and other marketing materials.
• Analyze financial statements, market data, and industry trends.
• Support deal execution across M&A, capital raising, and other advisory mandates.
• Coordinate with legal, accounting, and other advisors during transactions.
• Assist in client meetings and manage communication with client stakeholders.
• Conduct market research and competitive analysis.
• Support senior bankers in developing client relationships and generating new business.
• Ensure accuracy and quality of all deliverables.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• 2-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Advanced proficiency in Excel and PowerPoint.
• Strong understanding of financial modeling, valuation methodologies (DCF, precedent transactions, comparables).
• Excellent analytical, quantitative, and problem-solving skills.
• High level of attention to detail and accuracy.
• Ability to work effectively under pressure and meet tight deadlines.
• Strong written and verbal communication skills.
• Team player with the ability to collaborate effectively in a hybrid setting.
• MBA or CFA designation is a plus.

• Develop and maintain complex financial models for valuation, LBOs, M&A, and other transaction analyses.
• Conduct in-depth market research and industry analysis to support client advisory services.
• Prepare high-quality pitch books, presentations, and other client-facing materials.
• Assist in managing client relationships and interactions throughout the deal lifecycle.
• Support senior bankers in executing transactions, including due diligence, documentation, and closing processes.
• Identify new business opportunities and contribute to client origination efforts.
• Analyze financial statements and key performance indicators of target companies.
• Work collaboratively with deal teams to ensure seamless execution of transactions.
• Stay updated on market trends, regulatory changes, and economic developments impacting the financial industry.
• Mentor and guide junior analysts on the team.

• MBA or equivalent Master's degree in Finance, Economics, or a related field from a top-tier institution.
• Minimum of 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Strong understanding of financial modeling, valuation methodologies, and M&A processes.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and Microsoft Office Suite (Excel, PowerPoint).
• Exceptional written and verbal communication skills, with the ability to present complex information clearly and concisely.
• High level of attention to detail and ability to work effectively under pressure in a fast-paced environment.
• Strong work ethic and a proactive, team-oriented attitude.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Demonstrated interest in financial markets and corporate finance.