Associate Director – Corporate Development & Strategic Finance

Role:

Associate Director – Corporate Development & Strategic FinanceAs Associate Director – Corporate Development & Strategic Finance, you’ll work directly with the CFO and Founders to lead Upstox’s most strategic financial initiatives — fundraising, M&A, investor relations, capital allocation, and IPO planning. This is a high-visibility role blending strategy with execution, ideal for someone with deep capital markets expertise and a sharp operator mindset.
What You’ll Own As a Leader – Corporate Development & Strategic Finance, you will take full ownership of the following high-impact areas:Fundraising (Equity & Debt): Lead end-to-end capital raise efforts, including Series rounds, secondary deals, and strategic investments. Own investor narratives, negotiations, diligence, and documentation.M&A: Identify and lead the execution of inorganic growth opportunities. Manage market scans, due diligence, deal structuring, and integration.Investor Relations: Manage key institutional and strategic investor relationships. Deliver performance updates, board communications, and reporting cadences.Capital Allocation & Treasury: Drive frameworks for capital deployment and monitor returns. Manage surplus capital through a clear investment strategy.Strategic Finance: Act as a thought partner to the CFO and Founders on financial strategy and business decisions. Lead cross-functional financial initiatives.IPO Readiness: Lead IPO planning, valuation, modelling, and prep of materials (DRHP, roadshows, etc.). Oversee due diligence, governance, and market positioning.
Who You Are/ what you have: 7+ years in investment banking, VC/PE, or corporate development. Proven track record in capital raising, M&A execution, and investor engagement. Deep understanding of financial services and fintech domain. Strong negotiation, analytical, and storytelling skills Network across IB, VC, and PE ecosystems. Pedigree from top institutions (IIT/IIM/ISB/Ivy League or equivalent)
Why This Role Rocks: Impact at Scale: Shape Upstox’s financial future and strategic growth; the org is vying IPO in near futureLeadership Exposure: Work directly with Founders and the leadership teamCareer Acceleration: Take on high-stakes decisions and complex transactionsIndustry Leadership: Join a mission-driven fintech defining India’s investing landscapeGrowth Culture: Thrive in a fast-paced, collaborative, and entrepreneurial environmentPurpose-Driven Mission : Contribute to democratizing financial services in India, leave a lasting legacy by empowering millions to take control of their investments. Ready to Drive Impact at Scale?
We’re looking for someone who wants more than a job - someone who wants to build, lead, and shape the future. If that’s you, apply now!!
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