Associate Director – Corporate Development & Strategic Finance

1 Month ago • 7 Years + • Finance

Job Summary

Job Description

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&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&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.

Must have:

7+ years in investment banking, VC/PE, or corporate development
Proven track record in capital raising, M&A execution
Deep understanding of financial services and fintech
Strong negotiation, analytical, and storytelling skills
Network across IB, VC, and PE ecosystems
Pedigree from top institutions (IIT/IIM/ISB/Ivy League)

Perks:

Shape Upstox’s financial future and strategic growth
Work directly with Founders and the leadership team
Take on high-stakes decisions and complex transactions
Join a mission-driven fintech defining India’s investing landscape
Thrive in a fast-paced, collaborative, and entrepreneurial environment
Contribute to democratizing financial services in India

3 skills required

3 skills required for this role

Add these skills to join the top 1% applicants for this job

cross-functional

investment-strategy

storytelling

Job Details

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. 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.

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!!