407 Investment Associate jobs in Mumbai
Cio Treasury & Strategic Investment Associate
Posted today
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**Global Finance & Business Management ("GF&BM") India **is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked with managing the firm's Finance function, responsible for reporting quarterly earnings and complying with regulatory requirements along with managing the firm's capital.
GF&BM India was established in September 2002 and currently we have a network of more than 3400+ professionals based out of our Mumbai, Bengaluru and Hyderabad offices who support four main "pillars" of work - Controllers, Planning & Analysis, Finance Operations and Business Client & Products. The teams in India are aligned to the respective LOBs that they support which include Corporate and Investment Banking (CIB), Commercial Banking (CB), Consumer and Community Banking (CCB), Asset & Wealth Management (AWM) and Corporate/Firmwide functions.
We have a strong culture that embodies the principles that guide us in how we do business across the firm. We strive to create a workplace that values and respects individual viewpoints, while at the same time challenging the status quo to make continuous improvements in our processes.
JPMorgan is an equal opportunity employer and places high value on diversity and inclusion. We recognize that our people are our strength and diversity of thought and practices makes us more successful.
**The current opening is within CIO Treasury & strategic investment in Mumbai which forms part of the FAIR LOB within GF&BM India.**
**About the Team**
The Financial Accounting, Infrastructure and Reporting (FAIR) team is accountable for the integrity of the books and records of the Firm / LOBs and leading large-scale data, infrastructure, accounting standard and business process change management events. The regional locations covered by FAIR include EMEA (Europe/Middle East/Africa), North America and Asia.
The organization closely examines the general ledger, operating systems and infrastructure controls across the entire lifecycle and diverse product scope of the investment
Investment Banking Associate
Posted today
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Investment Banking Associate
Posted 2 days ago
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Investment Banking Associate
Posted 2 days ago
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Job Description
Key duties involve preparing client presentations, pitch books, and marketing materials. You will assist in the execution of transactions, managing deal processes, and liaising with clients, legal counsel, and other advisors. The ideal candidate must possess strong analytical, quantitative, and problem-solving skills. Excellent written and verbal communication abilities are essential for client interaction and presenting complex financial information clearly.
We are looking for candidates with a Bachelor's degree from a top-tier institution in Finance, Economics, or a related field, typically complemented by 3-5 years of relevant experience, preferably in investment banking, corporate finance, private equity, or consulting. Advanced Excel and PowerPoint skills are mandatory. The ability to work effectively under pressure, manage multiple projects simultaneously, and maintain a high level of attention to detail is crucial. If you are a driven and ambitious finance professional seeking to excel in a dynamic and challenging investment banking environment with a hybrid work setup, we encourage you to apply.
Investment Banking Associate
Posted 11 days ago
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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.
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Investment Banking Associate
Posted 11 days ago
Job Viewed
Job Description
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.
Investment Banking Associate
Posted 11 days ago
Job Viewed
Job Description
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.
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Investment Banking Associate - Healthcare
Posted 14 days ago
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About Us
Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
Position Overview:
As an Associate in our Healthcare Investment Banking team, you will play a critical role in executing transactions and providing financial advisory to clients focused on India. This position offers a unique opportunity to work on high profile deals, develop key relationships with clients and contribute to the growth and success of our investment banking franchise in India.
Primary Responsibilities:
- Develop financial analysis, valuation and modelling to support deal execution
- Lead preparation of pitch materials, presentations, and marketing materials for client meetings
- Support execution of mergers and acquisitions, IPOs, capital raising and other financial transactions
- Manage due diligence processes, communications and interactions with deal team members and other advisors
- Perform comprehensive and in-depth industry and market research, and company analysis within healthcare sector.
- Collaborate with senior team members in deal origination, structuring and negotiation
Required Background:
- MBA in Finance or a related discipline
- 3-4 years of healthcare experience in investment banking with in-depth understanding of the healthcare sector
- Strong financial modelling and valuation skills
- Ability to work independently and efficiently in a fast-paced and dynamic environment
- Excellent analytical, communication and interpersonal skills. Fluency in English is a must
- Accuracy, thoroughness, and attention to detail
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
Investment Banking Associate - Healthcare
Posted today
Job Viewed
Job Description
About Us
Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
Position Overview:
As an Associate in our Healthcare Investment Banking team, you will play a critical role in executing transactions and providing financial advisory to clients focused on India. This position offers a unique opportunity to work on high profile deals, develop key relationships with clients and contribute to the growth and success of our investment banking franchise in India.
Primary Responsibilities:
- Develop financial analysis, valuation and modelling to support deal execution
- Lead preparation of pitch materials, presentations, and marketing materials for client meetings
- Support execution of mergers and acquisitions, IPOs, capital raising and other financial transactions
- Manage due diligence processes, communications and interactions with deal team members and other advisors
- Perform comprehensive and in-depth industry and market research, and company analysis within healthcare sector.
- Collaborate with senior team members in deal origination, structuring and negotiation
Required Background:
- MBA in Finance or a related discipline
- 3-4 years of healthcare experience in investment banking with in-depth understanding of the healthcare sector
- Strong financial modelling and valuation skills
- Ability to work independently and efficiently in a fast-paced and dynamic environment
- Excellent analytical, communication and interpersonal skills. Fluency in English is a must
- Accuracy, thoroughness, and attention to detail
At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
Remote Investment Banking Associate
Posted 2 days ago
Job Viewed