Investor Relationship Manager

About LenDenClub:

About InstaMoney:

Role Overview

Key Responsibilities

• Act as the primary point of contact between the company and existing / prospective investors.
• Develop and execute investor communication strategies covering financial performance, KPIs, portfolio metrics, and strategic initiatives.
• Prepare investor presentations, quarterly updates, earnings decks, data packs, and board materials.
• Organize and conduct investor meetings, conference calls, and periodic update sessions.
• Ensure consistent, accurate, and transparent messaging aligned with management and regulatory requirements.

2. Relationship Management & Stakeholder Engagement

• Build and maintain strong, long-term relationships with institutional investors, lenders, and strategic partners.
• Address investor queries, data requests, and concerns in a timely and professional manner.
• Proactively engage investors to understand expectations, covenant sensitivities, and information needs.
• Partner closely with CEO, CFO, Business Heads, Legal, and Compliance teams.

3. Financial Planning & Analysis (FP&A)

• Analyze product-level and portfolio-level performance on a regular basis and provide actionable insights for improvement.
• Analyze financial data, trends, and unit economics to provide insights and recommendations to senior management.
• Own budgeting, forecasting, and rolling forecast processes for the lending platform.
• Prepare financial reports, forecasts, budgets, and long-range plans to support business planning and decision-making.
• Develop and maintain detailed financial models covering revenue, disbursements, AUM, yields, credit costs, operating leverage, and profitability.
• Conduct variance analysis versus budget, forecast, and prior periods, and identify key drivers of financial performance.
• Prepare projections and provide financial modeling support for strategic initiatives, new products, partnerships, and fund-raising.
• Collaborate with cross-functional teams (Product, Risk, Operations, Technology, Sales) to support strategic initiatives and drive business results.
• Assist in preparation of presentations and financial insights for executive management, board meetings, and key stakeholders.
• Stay informed about industry trends, regulatory changes, and best practices in financial planning and analysis.
• Prepare competitor benchmarking and industry analysis to support strategic decision-making.

4. Financial Reporting, MIS & Investor Deliverables

• Work closely with accounting teams to ensure accuracy and timeliness of financial data.
• Own preparation and dissemination of monthly, quarterly, and annual MIS packs covering financials, KPIs, product performance, and portfolio metrics.
• Ensure consistency between MIS, statutory financials, management reporting, and investor disclosures.
• Prepare and review investor reports, lender reporting packs, earnings updates, and performance dashboards.
• Design and continuously improve MIS frameworks to enhance decision-making and management visibility.
• Support automation and standardization of reporting processes for scalability and accuracy.
• Assist in preparation of financial reports, earnings releases, and investor communication materials.

5. Regulatory Compliance & Governance

• Stay updated on applicable regulatory requirements (RBI, NBFC norms, investor disclosures).
• Support preparation of regulatory and investor-related filings.
• Coordinate with legal and compliance teams on corporate governance, shareholder communication, and disclosures.

6. Market Intelligence & Investor Insights

• Track industry trends, competitor performance, funding environment, and macro factors impacting FinTech / NBFC sector.
• Monitor investor sentiment and feedback to identify risks, opportunities, and communication gaps.
• Provide structured insights to leadership to improve investor confidence and valuation narrative.

7. Shareholder & Investor Events

• Coordinate shareholder meetings, investor days, roadshows, and conferences.
• Manage end-to-end planning including content, logistics, data rooms, and follow-ups.

Key Qualifications & Skills

• Master’s degree in Finance, Business, Economics, or a related field.
• MBA, CA, CFA, or equivalent professional qualification preferred.
• Proven experience in Investor Relations, FP&A, Corporate Finance, or related roles.
• Strong understanding of FinTech / NBFC lending business models and metrics.
• Advanced financial modeling, forecasting, and data analysis skills.
• High proficiency in Excel, PowerPoint, financial analysis tools (BI tools preferred) and AI/Agentic AI.
• Strong communication, presentation, and stakeholder management skills.
• Working knowledge of regulatory, compliance, and governance requirements.
• Ability to operate in a fast-paced startup environment with cross-functional collaboration.

Key Success Metrics

• Quality and timeliness of investor communication and reporting
• Accuracy of forecasts and financial models
• Investor satisfaction and responsiveness
• Effectiveness of management and board-level insights
• Support to successful fund-raising and investor engagement initiatives

Ideal Candidate Profile

• Experience working with startups, FinTechs, NBFCs, or lending platforms
• Exposure to fund-raises, lender negotiations, or board interactions
• Strong business orientation with the ability to translate numbers into narratives
• High ownership mindset with attention to detail and execution rigor