Manager Investor Relations & Strategy || Mumbai|| CTC upto 30 LPA

Location: Mumbai- Malad East (Head Office)

Experience: 6–8 Years

CTC: 30 LPA

Function: Finance – Investor Relations & Strategy (CEO/CFO Office)

About the Opportunity

We are hiring a Manager – Investor Relations & Strategy for one of our valued clients based in Mumbai.

This is a high-impact role that offers the opportunity to work closely with the CEO/CFO Office, driving investor relations, strategic planning, financial analysis, and key business initiatives.

The ideal candidate will bring strong financial acumen, strategic thinking, stakeholder management capabilities, and the ability to translate complex financial data into actionable business insights.

Key Responsibilities

1. Investor Relations & Fundraising

• Prepare investor presentations, board decks, quarterly and annual investor updates, and investor communications.
• Coordinate with internal stakeholders and external investors for reporting, due diligence, and information requests.
• Support fundraising initiatives, including data room preparation, investor Q&A, term sheet analysis, and cap table management.
• Track business performance against investor expectations, peer benchmarks, and industry trends.
• Ensure timely, accurate, and consistent investor reporting.

2. Corporate Strategy & Business Planning

• Work closely with the CEO/CFO Office on high-priority strategic initiatives.
• Conduct market research, competitive benchmarking, market sizing, and expansion feasibility assessments.
• Evaluate new business opportunities and develop strategic business cases.
• Drive cross-functional projects involving Finance, Business, Product, and Risk teams.
• Monitor strategic initiatives and track outcomes against defined business metrics.

3. Financial Modelling & Analysis

• Develop financial models covering valuation, unit economics, scenario planning, and sensitivity analysis.
• Analyse financial statements, including P&L, Balance Sheet, and Cash Flow.
• Support strategic decision-making through financial analysis and capital allocation assessments.
• Translate financial and operational data into meaningful insights for senior leadership.

4. Leadership & Stakeholder Management

• Prepare board notes, strategic presentations, and CEO/CFO briefing documents.
• Collaborate with senior leadership, investors, advisors, and cross-functional stakeholders.
• Present complex business and financial information in a structured, concise, and impactful manner.
• Handle sensitive financial and strategic information with confidentiality and professionalism.

Candidate Requirements

Experience & Background

• 6–8 years of relevant professional experience.
• Mandatory prior exposure to at least one of the following:
• Investor Relations
• Corporate Strategy
• Investment Banking
• Transaction Advisory
• Management Consulting
• CEO/CFO Office

Technical Skills

• Strong expertise in financial modelling, valuation, scenario analysis, and business planning.
• Advanced proficiency in MS Excel and PowerPoint.
• Ability to independently prepare investor-grade and board-level presentations.
• Understanding of fundraising processes, term sheets, cap tables, and due diligence.
• Strong financial statement analysis and business research capabilities.
• Experience in market intelligence, competitive benchmarking, and strategic evaluation.

Preferred Qualifications & Industry Exposure

• CA / MBA (Finance or Strategy) / CFA preferred.
• Prior experience in BFSI, Fintech, NBFC, or Lending would be an added advantage, but is not mandatory.