Associate Director Corporate Development & Strategic Finance

Role Overview: As an Associate Director in Corporate Development & Strategic Finance at Upstox, you will collaborate directly with the CFO and Founders to spearhead Upstox's critical financial strategies, encompassing fundraising, M&A, investor relations, capital allocation, and IPO planning. This role is highly visible and requires a blend of strategic thinking and operational prowess, making it ideal for individuals with profound expertise in capital markets and a keen operational mindset. Key Responsibilities: - Lead end-to-end efforts for fundraising, including equity and debt capital raise activities such as Series rounds, secondary deals, and strategic investments. Take charge of investor narratives, negotiations, due diligence, and documentation. - Identify and drive the implementation of inorganic growth opportunities through M&A activities. Oversee market scans, due diligence processes, deal structuring, and integration strategies. - Manage relationships with key institutional and strategic investors, providing performance updates, board communications, and reporting cadences. - Develop frameworks for capital deployment and monitor returns, ensuring effective management of surplus capital through a defined investment strategy. - Serve as a strategic partner to the CFO and Founders, offering insights on financial strategy and business decisions while leading cross-functional financial initiatives. - Lead IPO planning activities, including valuation, modeling, and preparation of materials such as DRHP and roadshows. Supervise due diligence processes, governance aspects, and market positioning strategies. Qualifications Required: - Possess 7+ years of experience in investment banking, VC/PE, or corporate development roles with a proven track record in capital raising, M&A execution, and investor engagement. - Demonstrate a deep understanding of the financial services and fintech domain, along with strong negotiation, analytical, and storytelling skills. - Establish a network across IB, VC, and PE ecosystems with a background from renowned institutions (IIT/IIM/ISB/Ivy League or equivalent). (Note: No additional details about the company were present in the job description.),