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Associate Director – Corporate Development & Strategic Finance

Upstox· Corp Dev
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Mumbaifull-timePosted 11mo ago

About the role

Lead Upstox's strategic financial initiatives including fundraising, M&A, investor relations, capital allocation, and IPO planning, working directly with the CFO and Founders.

Responsibilities

  • Lead end-to-end capital raise efforts, including Series rounds, secondary deals, and strategic investments.
  • Identify and lead the execution of inorganic growth opportunities. Manage market scans, due diligence, deal structuring, and integration.
  • Manage key institutional and strategic investor relationships. Deliver performance updates, board communications, and reporting cadences.
  • Drive frameworks for capital deployment and monitor returns. Manage surplus capital through a clear investment strategy.
  • Act as a thought partner to the CFO and Founders on financial strategy and business decisions. Lead cross-functional financial initiatives.
  • Lead IPO planning, valuation, modelling, and prep of materials (DRHP, roadshows, etc.). Oversee due diligence, governance, and market positioning.

Qualifications

  • 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)

Skills

Required:Capital RaisingM&A ExecutionInvestor RelationsFinancial Strategy
Last updated Jan 6, 2026. Interested? Apply on the company site.

About Upstox

Trade & Invest: Online Share Market Trading App in India | Upstox

Trade & Invest in stocks, SIPs, IPOs, Mutual funds, F & O and more on NSE & BSE. Join 1.3 Cr+ for a hassle-free trading experience on Upstox!

stock markettradinginvestingmutual fundsIPOF&Oderivativesmutual funds
Company profileWebsite

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