Position: Investment and Banking SME
Experience: 6–8 Years in Investment Banking Domain
Location: Chennai, Tamil Nadu, India
Notice Period: 15 to 30 Days
Role Type: Full Time
Tek Leaders Inc. is seeking an experienced Investment Banking Subject Matter Expert (SME) with deep domain knowledge to support the development of AI-driven solutions for the financial services sector. This role combines your expertise in capital markets and investment workflows with cutting-edge technology initiatives to solve real-world banking challenges.
Responsibilities:
- Translate banking domain knowledge into functional requirements, solution designs, and system enhancements.
- Advise product and technical teams on designing AI tools tailored to investment banking workflows.
- Guide feature development for capital markets, M&A, and debt/equity issuance scenarios.
- Participate in pre-sales and proposal efforts by validating technical approaches and sharing industry insights.
- Collaborate with data scientists on financial datasets, structuring inputs for AI/ML models.
- Support client engagement through pitch support, demo preparation, and industry event participation.
- Translate complex banking workflows into GenAI use cases (e.g., AI for pitchbooks, document processing).
- Stay informed on regulatory developments (e.g., MiFID II, Dodd-Frank, Basel) to guide compliant solutioning.
Qualifications:
- MBA, CFA, or equivalent advanced certification/degree.
- 6–8 years in investment banking roles such as M&A, DCM, ECM, or structured finance.
- Expertise in financial modeling, due diligence, capital raising, and documentation.
- Familiarity with financial regulations and compliance mandates.
- Proven communication skills to collaborate across technical and business stakeholders.
- Experience working with financial platforms (Bloomberg, Refinitiv, Dealogic, or internal systems).
- Exposure to AI/ML, RPA, or analytics tools in banking or financial services.
- Experience working in Agile or product development environments.
If interested, please share your resume with connect@tekleaders.com.
Tek Leaders Inc. is an equal opportunity employer.