Upstox

Associate Director – Corporate Development & Strategic Finance

As Associate Director – Corporate Development & Strategic Finance, you will work directly with the CFO and Founders to lead Upstox’s most strategic financial initiatives, including fundraising, M&amp;A, investor relations, capital allocation, and IPO planning. This high-visibility role blends strategy with execution, suited for someone with deep capital markets expertise and a sharp operator mindset. The role involves taking full ownership of capital raising, M&amp;A execution, investor relations management, capital allocation and treasury, strategic finance, and IPO readiness. The candidate will act as a thought partner to the CFO and Founders on financial strategy and business decisions.

<div><b style="font-size: 10pt;">Job Title:&nbsp;</b><span style="font-size: 10pt;">Associate Director – Corporate Development &amp; Strategic Finance</span></div><div><br></div><div><b style="font-size: 10pt;">Company: </b><span style="font-size: 10pt;">Upstox</span></div><div><b style="font-size: 10pt;">Location: </b><span style="font-size: 10pt;">Mumbai&nbsp;</span></div><div><b style="font-size: 10pt;">Department:</b><span style="font-size: 10pt;"> Corp Dev&nbsp;</span></div><div><br></div><div><b style="font-size: 10pt;">About Upstox </b><span style="font-size: 10pt;">- At Upstox, we’re building the future of investing — simple, powerful, and for everyone. We're 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. We're not just moving fast — we’re moving with purpose. If you thrive in a high-energy, high-impact environment, you're in the right place.</span></div><div><br></div><div><b style="font-size: 10pt;">The Role:</b><span style="font-size: 10pt;"> Associate Director – Corporate Development &amp; Strategic Finance</span></div><div><span style="font-size: 10pt;">As Associate Director – Corporate Development &amp; Strategic Finance, you’ll work directly with the CFO and Founders to lead Upstox’s most strategic financial initiatives — fundraising, M&amp;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.</span></div><div><br></div><div><b style="font-size: 10pt;">What You’ll Own</b></div><div><span style="font-size: 10pt;">As a Leader – Corporate Development &amp; Strategic Finance, you will take full ownership of the following high-impact areas:</span></div><div><b style="font-size: 10pt;">Fundraising (Equity &amp; Debt):</b><span style="font-size: 10pt;"> Lead end-to-end capital raise efforts, including Series rounds, secondary deals, and strategic investments. Own investor narratives, negotiations, diligence, and documentation.</span></div><div><b style="font-size: 10pt;">M&amp;A:</b><span style="font-size: 10pt;"> Identify and lead the execution of inorganic growth opportunities. Manage market scans, due diligence, deal structuring, and integration.</span></div><div><b style="font-size: 10pt;">Investor Relations:</b><span style="font-size: 10pt;"> Manage key institutional and strategic investor relationships. Deliver performance updates, board communications, and reporting cadences.</span></div><div><b style="font-size: 10pt;">Capital Allocation &amp; Treasury:</b><span style="font-size: 10pt;"> Drive frameworks for capital deployment and monitor returns. Manage surplus capital through a clear investment strategy.</span></div><div><b style="font-size: 10pt;">Strategic Finance:</b><span style="font-size: 10pt;"> Act as a thought partner to the CFO and Founders on financial strategy and business decisions. Lead cross-functional financial initiatives.</span></div><div><b style="font-size: 10pt;">IPO Readiness:</b><span style="font-size: 10pt;"> Lead IPO planning, valuation, modelling, and prep of materials (DRHP, roadshows, etc.). Oversee due diligence, governance, and market positioning.</span></div><div><br></div><div><b style="font-size: 10pt;">Who You Are/ what you have:</b></div><div><span style="font-size: 10pt;">7+ years in investment banking, VC/PE, or corporate development. Proven track record in capital raising, M&amp;A execution, and investor engagement. Deep understanding of financial services and fintech domain. Strong negotiation, analytical, and storytelling skills&nbsp;Network across IB, VC, and PE ecosystems. Pedigree from top institutions (IIT/IIM/ISB/Ivy League or equivalent)</span></div><div><br></div><div><b style="font-size: 10pt;">Why This Role Rocks:</b></div><div><b style="font-size: 10pt;">Impact at Scale: </b><span style="font-size: 10pt;">Shape Upstox’s financial future and strategic growth; the org is vying IPO in near future</span></div><div><b style="font-size: 10pt;">Leadership Exposure: </b><span style="font-size: 10pt;">Work directly with Founders and the leadership team</span></div><div><b style="font-size: 10pt;">Career Acceleration: </b><span style="font-size: 10pt;">Take on high-stakes decisions and complex transactions</span></div><div><b style="font-size: 10pt;">Industry Leadership: </b><span style="font-size: 10pt;">Join a mission-driven fintech defining India’s investing landscape</span></div><div><b style="font-size: 10pt;">Growth Culture: </b><span style="font-size: 10pt;">Thrive in a fast-paced, collaborative, and entrepreneurial environment</span></div><div><b style="font-size: 10pt;">Purpose-Driven Mission</b><span style="font-size: 10pt;">: 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? </span></div><div><br></div><div><span style="font-size: 10pt;">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!!</span></div>

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