The Associate Director will oversee strategic financial initiatives including fundraising, M&A, investor relations, and IPO planning, while collaborating with the CFO and Founders.
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!!
By applying for this position, you acknowledge that you have reviewed our Prospective Employee Privacy Notice, which outlines how Upstox collects, uses, and protects your Personal Information ("PI"). I accept Upstox's Prospective Employee Privacy Notice.
Upstox is an Equal Opportunity Employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or other characteristics.
Top Skills
Capital Raising
Financial Modelling
Investor Communication Frameworks
M&A Processes
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