Investment Banking Operations Trainer

This role is for one of the Weekday's clients

Min Experience: 4 years

Location: Pune

JobType: full-time

We are seeking an experienced Investment Banking Operations Trainer with a strong background in investment banking operations and financial products. This role is ideal for professionals who are passionate about knowledge-sharing and enjoy training, mentoring, and shaping early-career talent through structured and engaging learning programs.

Qualifications

• Minimum 5 years of hands-on experience in Investment Banking Operations within an Investment Bank or Third-Party Financial Institution
• Bachelor’s degree in B.Com / BBM / BBA from a recognized university
• MBA or CFA qualification is an added advantage
• Strong understanding of Investment Banking products and core operations processes
• Prior experience in training, coaching, or knowledge delivery is preferred
• High enthusiasm and commitment toward training and classroom delivery

Key Responsibilities

Training Delivery

• Deliver structured training on Investment Banking products and core operations processes to students and early-career professionals
• Conduct engaging classroom and virtual sessions using innovative training methodologies such as activity-based learning, role plays, case studies, and experiential learning
• Demonstrate high energy, enthusiasm, and passion to effectively engage learners

Learning Evaluation & Mentorship

• Evaluate and grade assignments, case studies, and assessments, providing constructive feedback
• Counsel and mentor students regularly to improve performance and reduce placement rejections
• Support learners with career and placement guidance, ensuring readiness for industry roles

Program & Assessment Support

• Assist in conducting assessments and evaluations for aspirants
• Collaborate with the training center to maintain high training standards and outcomes
• Maintain excellent training delivery quality in both online and offline formats

Operational Requirements

• Willingness to work 6 days a week
• Open to travel when required for training delivery or assessments

Skills

Investment Banking
Investment Banking Operations
Investment Portfolios
Investment Research
Investment Advisory
Financial Products & Processes