Associate Director - Corporate Development & Strategic Finance

Job Description

Job Title: Associate Director - Corporate Development & Strategic Finance Company: Upstox Location: Mumbai Department: Corp Dev About Upstox - At Upstox, we re building the future of investing simple, powerful, and for everyone. Were one of India s fastest-growing fintech platforms, backed by the best in the business, including Mr. Ratan Tata and Tiger Global, and on a mission to make wealth creation accessible to every Indian. From first-time investors to seasoned traders, millions trust us to power their financial journeys. Were not just moving fast we re moving with purpose. If you thrive in a high-energy, high-impact environment, youre in the right place. The Role: Associate Director - Corporate Development & Strategic Finance As 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 future Leadership Exposure: Work directly with Founders and the leadership team Career Acceleration: Take on high-stakes decisions and complex transactions Industry Leadership: Join a mission-driven fintech defining India s investing landscape Growth Culture: Thrive in a fast-paced, collaborative, and entrepreneurial environment Purpose-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!!