1,788 Investment Banking Associate jobs in India

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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• Develop detailed financial models, including discounted cash flow (DCF), precedent transactions, and comparable company analysis.
• Conduct in-depth industry research and company analysis to support transaction execution.
• Prepare client presentations, pitch books, and marketing materials for M&A and capital raising mandates.
• Assist in managing deal processes, including due diligence, documentation, and closing procedures.
• Coordinate with clients, legal counsel, accountants, and other advisors throughout transaction lifecycles.
• Analyze financial statements, identify key trends, and assess financial performance.
• Support senior bankers in client relationship management and business development efforts.
• Monitor market developments and industry trends relevant to client needs and strategic initiatives.
• Assist in the valuation of companies and securities across various sectors.
• Contribute to the training and development of junior analysts.
• Ensure accuracy and quality of all deliverables, maintaining the highest professional standards.
• Work collaboratively within deal teams to achieve successful outcomes for clients.

• Bachelor's degree in Finance, Economics, or a related quantitative field. An MBA or equivalent graduate degree from a top-tier institution is highly preferred.
• Minimum of 2-4 years of relevant experience in investment banking, private equity, or corporate development.
• Proficiency in financial modeling, valuation techniques, and Excel.
• Strong understanding of M&A, capital markets, and corporate finance principles.
• Excellent analytical, quantitative, and problem-solving skills.
• Superior written and verbal communication skills, with the ability to articulate complex ideas concisely.
• High level of attention to detail and organizational skills.
• Ability to work under pressure, manage multiple projects simultaneously, and meet tight deadlines.
• Team player with a strong work ethic and a commitment to excellence.
• Proficiency in presentation software (e.g., PowerPoint) and financial databases (e.g., Bloomberg, Refinitiv).

• Assist in the origination and execution of investment banking transactions.
• Develop complex financial models, including DCF, LBO, M&A, and comparable company analysis.
• Conduct thorough due diligence on potential transactions.
• Prepare pitch books, client presentations, and marketing materials.
• Analyze financial statements and market data to identify key trends and opportunities.
• Coordinate with clients, legal counsel, accountants, and other advisors.
• Support senior bankers in client meetings and negotiations.
• Monitor market developments and identify potential deal flow.
• Ensure accuracy and quality of all financial analyses and documents.
• Manage multiple projects simultaneously in a fast-paced environment.

• Bachelor's degree in Finance, Economics, Business, or a related quantitative field. MBA or CFA designation is a strong plus.
• 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
• Proficiency in financial modeling and valuation techniques.
• Advanced knowledge of Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills.
• High level of attention to detail and accuracy.
• Ability to work long hours and meet demanding deadlines.
• Team player with strong interpersonal skills.

• Develop and maintain complex financial models for valuation and transaction analysis.
• Conduct in-depth industry and company research.
• Perform due diligence on potential M&A targets and investment opportunities.
• Prepare pitch books, confidential information memorandums (CIMs), and other client marketing materials.
• Support senior bankers in deal origination and execution.
• Analyze financial statements and key performance indicators.
• Communicate effectively with clients, management teams, and external advisors.
• Manage multiple projects and deadlines effectively.
• Contribute to business development efforts.

• Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA preferred.
• 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Advanced proficiency in financial modeling, valuation techniques, and Excel.
• Strong understanding of financial markets, accounting principles, and corporate finance.
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication skills.
• Ability to work effectively in a team-oriented, fast-paced environment.
• High level of integrity, professionalism, and attention to detail.

• Assist in the execution of M&A, capital raising, and advisory transactions.
• Develop detailed financial models and valuation analyses.
• Prepare high-quality client presentations, pitch books, and reports.
• Conduct comprehensive market research and industry analysis.
• Support senior bankers in client meetings and negotiations.
• Perform due diligence procedures and data room management.
• Build and maintain client relationships.

• Bachelor's or Master's degree in Finance, Economics, Accounting, or a related field.
• 2-4 years of experience in investment banking, corporate finance, or a related analytical role.
• Strong financial modeling and valuation skills.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Excellent analytical and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to work effectively in a fast-paced, team-oriented environment.

• Develop and manage complex financial models for valuation, M&A, and capital raising.
• Conduct in-depth due diligence and company analysis.
• Prepare compelling pitch books, client presentations, and marketing materials.
• Support senior bankers in client meetings and negotiations.
• Manage deal execution processes from origination to closing.
• Analyze financial statements and industry trends.
• Build and maintain strong relationships with clients and advisors.
• Monitor market developments and identify potential transaction opportunities.
• Assist in client strategy development and financial advisory.
• Ensure accuracy and quality of all analytical work and deliverables.

• Bachelor's or Master's degree in Finance, Economics, Business, or a related field.
• Minimum of 3-5 years of experience in investment banking, corporate finance, or private equity.
• Proven expertise in financial modeling, valuation techniques, and transaction execution.
• Strong understanding of financial markets, accounting principles, and legal aspects of transactions.
• Excellent analytical, problem-solving, and quantitative skills.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and MS Excel.
• Exceptional written and verbal communication and presentation skills.
• Ability to work under pressure and manage multiple demanding projects.
• Strong work ethic and a proactive, team-oriented attitude.