Position Overview: We are looking for a results-driven AVP with a strong background in financial consulting to oversee our financial research vertical focused on investment banking. The ideal candidate will have a proven track record in in creating financial deliverables, team/project management and client handling Key responsibilities include: Leading the team which supports M&A & ECM transactions by preparing documents like Information memorandums, Roadshow presentations, financial models, valuation, etc Understanding client deliverables, determining scope of engagements, delivering project plan to clients, managing timelines, and driving deliverables through plans Engagement and co-ordination with clients which include investment banks, PE/VC funds and corporates and foster strong relationships Oversee staffing, training & managing a team of analysts and interns, and ensuring completion of work within timelines Involvement with senior management in creating budgets of the team and meeting P&L targets Mentoring and coaching junior team members, providing guidance on financial analysis techniques, and professional development Building systems & processes, databases, firm-wide templates, and documents to standardize deliverable quality Qualifications: We are seeking a high-performing professional with strong financial expertise, analytical rigor, and demonstrated deal execution experience. The ideal candidate will be a self-starter who thrives in fast-paced, team-driven environments and brings a deep understanding of the investment banking landscape. Bachelors degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred) 5-10 years of core Investment Banking experience, preferably across M&A, capital markets, or strategic advisory Advanced proficiency in financial modelling, valuation, Excel, PowerPoint, and data platforms such as Capital IQ, Pitchbook, or Bloomberg Proven track record of executing live deals, conducting due diligence, preparing pitch books, and building client-ready financial analysis Strong analytical and quantitative skills with a sharp eye for detail and accuracy Excellent verbal and written communication skills with the ability to articulate complex financial concepts clearly and effectively
Position Overview: We are looking for a VP of Sales to lead and manage all sales activities after the initial outreach. This role will involve engaging potential clients, driving deal closures, scaling revenue operations, and administering the overall sales process. The ideal candidate will have 7-10 years of experience in B2B sales within the financial research / KPO, with a strong ability to build relationships, negotiate deals, and optimize sales operations. Key Responsibilities: Own and manage the entire sales process from initial engagement to deal closure, ensuring smooth client conversion Develop and execute sales strategies to target financial institutions, investment firms, and high-growth startups Conduct in-depth discussions with potential clients to understand their financial research needs and position Rubyworks services effectively Structure and negotiate commercial agreements tailored to client requirements and business objectives Should build and have existing relationships with decision-makers at PE/VC firms, investment banks, and corporate finance teams and able to work with potential clients across the globe Administer and optimize the overall sales process, ensuring efficiency, consistency, and alignment with business goals Collaborate with internal teams to ensure seamless service delivery post-sales and manage client expectations Establish and track sales performance metrics, analysing data to refine strategies and improve conversion rates Identify new market opportunities and develop strategic partnerships to drive long-term growth Represent Rubyworks at industry events, conferences, and networking opportunities to enhance brand visibility. Work with inside sales associate who is going to work on lead generation and leverage data-driven insights to optimize sales performance and forecasting Qualifications: 7-10 years of experience in sales within the financial KPO (investment banking, financial research, PE/VC, or related fields) Demonstrated track record of closing contracts and achieving revenue targets Expertise in consultative sales, relationship management, and deal structuring Ability to engage with senior decision-makers and articulate financial solutions effectively Experience working with CRM tools and sales analytics platforms Excellent negotiation, communication, and strategic thinking skills Self-motivated leader with the ability to drive and scale a sales function Why Join Rubyworks? Competitive compensation (Fixed + Performance-based Variable + ESOPs) Opportunity to shape the sales function and drive strategic growth Work with industry-leading finance professionals and cutting-edge financial solutions Career growth opportunities in a rapidly scaling company
Position Summary: We are seeking an experienced AVP-Talent Acquisition to lead our talent acquisition efforts across the organization. This role is critical to attracting high-quality talent aligned with our culture and business goals. The ideal candidate brings 8- 10 years of experience in fast-paced environments like Rubyworks, with a deep understanding of recruitment strategy, market intelligence, and employer branding. Key Responsibilities: Develop and execute hiring strategies that align with business objectives and support scalable growth Manage the end-to-end recruitment lifecyclefrom workforce planning and sourcing to screening, selection, and offer closure Rubyworks is creating an experts platform engage with experts and sign them up and onboard them on the platform Work closely with management to define role requirements, build sourcing plans, and ensure alignment throughout the hiring process Standardize recruitment workflows, interview practices, and evaluation methods to improve efficiency and hiring quality Promote Rubyworks as an employer of choice through campaigns, candidate outreach, and engagement initiatives Ensure a professional, inclusive, and engaging candidate experience across all stages of the recruitment process Track industry trends, compensation benchmarks, and competitor practices to inform hiring strategy Maintain accurate hiring data and ensure adherence to internal policies and applicable labor regulations Should have experience of working in a mid-sized IT or service based organization (50-500 employees) with execution experience as the organization scales up Qualifications: Bachelors or Masters degree in Human Resources, Business Administration, or related field 8- 10 years of recruitment experience in growth-oriented companies Strong understanding of sourcing techniques, hiring analytics, and interview frameworks Excellent communication, interpersonal, and decision-making skills Commitment to fair hiring practices and diversity in talent acquisition
Position Overview We are looking for an experienced and detail-oriented Buy-side Associate to join our team, focusing on investment evaluation in companies and PE funds. The role involves investment evaluation, analyzing fund performance, conducting quantitative & qualitative assessments, sector research & analysis and preparing high-quality investment memos for investment committee purposes. The ideal candidate will have a strong background in investment research, financial modeling, valuation, and strategic financial advisory, along with the ability to lead projects, drive initiatives independently, and deliver actionable insights. Key Responsibilities Conduct comprehensive quantitative & qualitative analysis on PE/VC funds including parent analysis, MOIC distribution, IRR, and other relevant metrics Research and analyse PE/VC funds based on past track record and categorise and profile the funds based on set parameters and doing competitive analysis Conduct detailed industry or sector research Prepare high quality detailed investment memos for investment committee to support the decision making process Act as the primary point of contact for clients, managing expectations, delivering insights, and presenting findings Collaborate with investment bankers, consultants, and senior stakeholders on M&A, fundraising, and other strategic transactions Develop and supervise financial models, valuation reports, industry research, and due diligence assessments using DCF, Comparable Company Analysis, and Precedent Transaction Analysis methodologies Manage the preparation of investor presentations, pitch decks, information memorandums, and other strategic financial materials Take end-to-end ownership of multiple projects, ensuring timely execution, quality, and alignment with business goals Provide mentorship to junior analysts, supporting their growth in research, modelling, and reporting Establish and enhance best practices for financial documentation, workflow optimization, and reporting standards Ensure compliance with financial regulations, professional standards, and maintain strict confidentiality 4+ years of experience in preparing investment memos, analyzing deals, conducting financial analysis, and performing valuations, preferably in Private Equity or Venture Capital funds MBA in Finance, or equivalent, with CFA or CA certification Proven leadership and managerial skills with a track record of driving projects and delivering results under pressure Deep expertise in financial modelling, valuation methods, and due diligence practices Proficient in MS Excel, PowerPoint, Word, and tools like CapIQ, FactSet, and Mergermarket Excellent client-facing skills, with the ability to present findings and manage stakeholder relationships Strong analytical and problem-solving abilities, with a sharp understanding of financial trends and market dynamics Exceptional written and verbal communication skills, capable of delivering high-impact reports and presentations Ability to multitask and thrive in deadline-driven environments, managing multiple financial workstreams simultaneously (ref:iimjobs.com)
Position Overview We are looking for an experienced and detail-oriented Buy-side Associate to join our team, focusing on investment evaluation in companies and PE funds. The role involves investment evaluation, analyzing fund performance, conducting quantitative & qualitative assessments, sector research & analysis and preparing high-quality investment memos for investment committee purposes. The ideal candidate will have a strong background in investment research, financial modeling, valuation, and strategic financial advisory, along with the ability to lead projects, drive initiatives independently, and deliver actionable insights. Key Responsibilities Conduct comprehensive quantitative & qualitative analysis on PE/VC funds including parent analysis, MOIC distribution, IRR, and other relevant metrics Research and analyse PE/VC funds based on past track record and categorise and profile the funds based on set parameters and doing competitive analysis Conduct detailed industry or sector research Prepare high quality detailed investment memos for investment committee to support the decision making process Act as the primary point of contact for clients, managing expectations, delivering insights, and presenting findings Collaborate with investment bankers, consultants, and senior stakeholders on M&A, fundraising, and other strategic transactions Develop and supervise financial models, valuation reports, industry research, and due diligence assessments using DCF, Comparable Company Analysis, and Precedent Transaction Analysis methodologies Manage the preparation of investor presentations, pitch decks, information memorandums, and other strategic financial materials Take end-to-end ownership of multiple projects, ensuring timely execution, quality, and alignment with business goals Provide mentorship to junior analysts, supporting their growth in research, modelling, and reporting Establish and enhance best practices for financial documentation, workflow optimization, and reporting standards Ensure compliance with financial regulations, professional standards, and maintain strict confidentiality protocols Qualifications 4+ years of experience in preparing investment memos, analyzing deals, conducting financial analysis, and performing valuations, preferably in Private Equity or Venture Capital funds MBA in Finance, or equivalent, with CFA or CA certification Proven leadership and managerial skills with a track record of driving projects and delivering results under pressure Deep expertise in financial modelling, valuation methods, and due diligence practices Proficient in MS Excel, PowerPoint, Word, and tools like CapIQ, FactSet, and Mergermarket Excellent client-facing skills, with the ability to present findings and manage stakeholder relationships Strong analytical and problem-solving abilities, with a sharp understanding of financial trends and market dynamics Exceptional written and verbal communication skills, capable of delivering high-impact reports and presentations Ability to multitask and thrive in deadline-driven environments, managing multiple financial workstreams simultaneously
Position Overview We seek an Associate Director with 12+ years of experience in financial research, deal execution, or transaction support to lead our Deal Support and Transaction Collaterals & Solutions division. This role requires a client-focused leader who can drive high-stakes deliverables, manage P&L ownership, and collaborate with senior stakeholders to ensure seamless alignment with strategic transaction objectives. Key Responsibilities Client & Deal Coordination Act as the senior relationship owner for investment banks and corporate clients, ensuring flawless delivery of deal collaterals within defined timelines Oversee the preparation of precise, compliant, and investor-ready materials, including Information Memorandums, financial models (DCF, LBO, M&A), valuation reports, teasers, and market/competitor analyses Engage with clients to define scope, clarify expectations, and proactively resolve challenges during fundraising/M&A processes Implement rigorous quality checks across all deliverables to minimize errors and ensure adherence to client/regulatory standards Team & Operational Management Lead and mentor a team of analysts/managers, building expertise in financial modelling, market research, and high-quality collateral design Streamline processes and leverage tools (automation, templates, knowledge repositories) to improve efficiency and scalability P&L Ownership Drive the BU's revenue and profitability targets through budgeting, resource planning, and cost optimization Identify growth opportunities via client retention, upselling, and development of niche offerings (e.g., sector-focused research packages) Market Intelligence & Innovation Monitor industry trends (valuations, regulatory shifts, fundraising strategies) to ensure collaterals remain market-relevant Build proprietary frameworks/tools (e.g., integrated ESG valuation models) to differentiate Rubyworks solutions in client engagements Stakeholder Collaboration Partner with investment banks, legal advisors, and client CFOs/treasury teams to align deliverables with broader transaction strategies Support business development by showcasing Rubyworks' expertise in pitch decks, workshops, and client 12+ years in financial research, transaction support, investment banking, or corporate finance MBA/CFA/CA preferred; deep expertise in Information Memorandums, financial modelling, valuation, and investor-facing documentation Proven experience in leading teams and managing P&L for deal execution services Strong client management and stakeholder engagement skills with the ability to navigate complex deal environments (ref:iimjobs.com)
You will be an intern supporting the recruitment efforts for our Rubyworks platform, focusing on connecting with and onboarding top finance experts. Your responsibilities will include conducting research to identify finance experts, developing strategies to connect with them, building a database of potential experts, presenting the Rubyworks platform to them, creating outreach materials, screening and vetting experts, collaborating with the team on onboarding processes, monitoring progress, and providing support in related projects. Ruby Consulting is a leading financial and management consulting firm in India, catering to small and mid-sized companies. Known for providing high-impact services such as CFO services, new market entry, and transaction advisory, we work closely with talented business leaders to address their scaling challenges. Join us in our mission to build a strong talent pool of finance experts for our Rubyworks platform and contribute to our clients" success stories.,