About Us Yubi (https://www.go-yubi.com/) stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India's debt market to marching towards global corporate markets from one product to one holistic product suite with seven products. Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles! Founded in 2020 by CEO, Gaurav Kumar, Yubi's technology infrastructure, credit marketplace, risk evaluation, and collections platforms facilitate every stage of the flow of money from lenders to borrowers and back to lenders. The company is backed by esteemed investors like Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners, among others. With a mission to deepen the debt market and democratize capital flow, Yubi is transforming the financial landscape, fostering inclusivity, and building a transparent and responsible ecosystem for all. About the Role We are seeking a dynamic and seasoned finance professional for the Finance & Accounts function for Yubi Markets & Aspero at Yubi group. The ideal candidate will bring a robust blend of Big 4 expertise and hands-on experience in controllership or finance leadership roles within mid-to-large scale startups or enterprises. Key Responsibilities - Financial Reporting & Month-End Closure - Strong understanding of accounting standards (e.g., IFRS, GAAP) - Attention to detail and accuracy - Proficiency in ERP systems (e.g., SAP, Oracle) - Ability to meet tight deadlines - Experience with reconciliations, journal entries, and financial statement preparation - Business Finance / FP&A (Financial Planning & Analysis) - Strong analytical and forecasting skills - Business acumen and strategic thinking - Excel and financial modeling expertise - Experience in budgeting, variance analysis, and management reporting - Ability to partner with business units and communicate insights - Treasury and Fund Flows - Knowledge of cash management and liquidity planning - Familiarity with banking platforms and financial instruments - Risk management understanding (FX, interest rate exposure) - Experience in daily fund movement and cash forecasting Internal Controls & Compliance - Understanding of SOX, COSO, or similar control frameworks - Risk assessment and audit experience - Policy drafting and implementation - Ability to identify control weaknesses and suggest improvements Taxation & Regulatory Filings - Knowledge of direct and indirect tax laws - Experience in preparing and reviewing tax returns - Familiarity with regulatory requirements and deadlines Preferred Background: - 8 - 10 years of proven experience in a Big 4 Audit/Advisory role followed by controllership or leadership roles in mid to large scale startups or enterprises - CA - Exposure to fintech, B2B SaaS, or capital markets is highly desirable - Strong analytical, communication, and stakeholder management skills Show more Show less

About Us Yubi ( https://www.go-yubi.com/ ) stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility. From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products. Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles! Founded in 2020 by CEO, Gaurav Kumar, Yubi's technology infrastructure, credit marketplace, risk evaluation, and collections platforms facilitate every stage of the flow of money from lenders to borrowers and back to lenders. The company is backed by esteemed investors like Peak XV, Lightspeed, Lightrock, TVS Capital, B Capital Group, Dragoneer Investment Group, and Insight Partners, among others. With a mission to deepen the debt market and democratize capital flow, Yubi is transforming the financial landscape, fostering inclusivity, and building a transparent and responsible ecosystem for all. About the Role We are seeking a dynamic and seasoned finance professional to lead the Finance & Accounts function at Yubi Markets & Aspero . The ideal candidate will bring a robust blend of Big 4 expertise and hands-on experience in controllership or finance leadership roles within mid-to-large scale startups or enterprises. This is a strategic leadership position that will drive financial excellence, ensure compliance, and provide strategic insights to empower business decision-making. Key Responsibilities Financial Reporting & Compliance Oversee timely and accurate financial reporting in compliance with IFRS and IND-AS Lead internal and statutory audits and ensure regulatory compliance across jurisdictions Budgeting & Forecasting Lead the annual budgeting and forecasting process, working closely with business and product teams Track financial performance against budgets and implement course corrections where necessary Treasury & Fund Management Manage fund flows, working capital, and treasury operations efficiently Optimize cash management and support fundraising or investment-related activities Taxation Ensure compliance with direct and indirect tax laws Oversee tax planning, filings, and assessments Strategic Business Partnership Collaborate with product and business leadership to deliver actionable financial insights Support strategic initiatives through robust financial modeling and analysis Preferred Background 14-15 years of proven experience in a Big 4 Audit/Advisory role followed by controllership or leadership roles in mid to large scale startups or enterprises Exposure to fintech, B2B SaaS, or capital markets is highly desirable Strong analytical, communication, and stakeholder management skills What We Offer Opportunity to drive the financial strategy of a high-growth organization Collaborative work culture with passionate and driven teams

About the Role: We are looking for an experienced Equity Research Analyst to lead credit and fundamental research for our unlisted equities investment division. The ideal candidate will have a strong grounding in credit risk assessment, financial analysis, and private company evaluation, with the ability to build and present investment theses for high-conviction opportunities . Key Responsibilitie s:Conduct detailed financial and credit risk analysis of unlisted companies across sector s.Build financial models to project business performance, stress scenarios, and assess capital structur e.Evaluate balance sheets, cash flows, leverage, and liquidity to determine investment risk profile s.Work closely with the deal team to support transaction structuring and risk mitigation strategie s.Monitor portfolio companies, track performance, and update risk ratings periodicall y.Conduct sectoral research to understand industry dynamics and peer benchmark s.Present research findings to the investment committee with clear risk-reward narrative s. Key Skills & Qualificatio ns:3–4 years of experience in equity research, credit risk analysis, or investment banking (preferably with exposure to private markets or NBFC s).Strong understanding of financial statements, credit metrics, and valuation techniqu es.CA, CFA, or MBA (Finance) preferr ed.Proficiency in Excel, financial modelling, and industry databas es.Strong analytical and communication skil ls. Nice to H ave:Exposure to private equity, venture capital, or unlisted debt/equity investme nts.Experience working with rating agencies, AIFs, or wealth platfo rms.

The successful candidate will be responsible for managing the product lifecycle for our fee-based third-party products and Privately Managed Portfolios. Specifically, the Product Manager will be accountable for the following: The tie-up with the third party product providers, mutual funds, insurance companies and Alternate Investment funds etc Management of discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including Mutual Funds, PE Funds, Insurance, PMS,AIF, Structured Products, REITS, and overseas product basket Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements Domestic and international competitive intelligence Monitor program sales and profitability against targets and adjust approach when necessary provide monthly review/insights of product sales, assets and profitability Determine ongoing product evolution/development priorities Own the design of the client and advisor product experience Develop business cases for new products or product enhancements Develop, implement pricing strategies & exhibit a data-driven approach but also comfortable in dealing with ambiguous situations intuitively with sound business acumen Manage key enterprise stakeholder relationships and product advisory groups Ensure that product management function is audit-ready at all times Executive and field presentation development to communicate product management strategy, key initiatives updates, etc. Foster proactive and productive relationships with channel and support partners Ensure that the platform remains competitive yet streamlined; that the products are meeting client investment needs and are relevant in the current marketplace Highly skilled in prioritizing the roadmap and communicating the same to a diverse audience comprising management, central leadership & regional leadership and other teams. Requirements Ability to understand the larger industry, organization’s priorities, and develop a clear roadmap for third party & products Minimum 10+ years of experience in Product Management in Wealth Management Firm Brings new insights and ideas by using industry knowledge, competitive analysis, regulatory changes, and technology innovations to drive business Excellent problem-solving and design skills with an ability to define a clear problem statement, user scenarios, use cases including edge cases, and the underlying assumptions. Ownership attitude to ensure that product is not just designed and developed, but also adopted by the target audience. Collaborative personality and leadership skills to work with a diverse set of colleagues and drive execution without having direct authority. Hands-on experience with due diligence with third party products. Will be responsible for incrementally adding to topline growth through constant endeavors to improve the overall value proposition of the product, identifying cross-selling/up-selling opportunities and implementing them Effectively planning the strategies by understanding the business dynamics, gap analysis, interacting with key stakeholders and framing implementation plan for seamless execution Design and implementing product positioning, messaging and Go-To-Market Strategy across offline and online channels To ensure high quality launch materials, customer presentations and sales training. Have a keen eye to track the latest offering and developments in the market and become a repository for market