About Bhavin
Bhavin Turakhia is a serial entrepreneur and has founded multiple successful companies. His companies are unique in several ways - (1) all bootstrapped and self-funded (2) with an intense Focus on profitability (3) delivering High ROCE (4) serving Global Markets (6) in Enduring Categories (7) with Majority stake still owned by Bhavin.
About the Companies
Zeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future. Its flagship processing platform - Zeta Tachyon - is the industry’s first modern, cloud-native, and fully API-enabled stack that brings together issuance, processing, lending, core banking, fraud & risk, and many more capabilities as a single-vendor stack. Zeta is actively working with the largest Banks and Fintechs in multiple global markets transforming customer experience for multi-million card portfolios. Zeta has over 1700+ employees - with over 70% roles in R&D - across locations in the US, EMEA, and Asia. We raised $280 million at a $1.5 billion valuation from Softbank, Mastercard, and other investors in 2021.
Titan is the first customer-centric email suite created specifically for professionals and small business owners, with features designed to enable deeper, more meaningful relationships with customers. Available through leading web hosts, site builders, and domain registrars, Titan provides dynamic tools needed to effectively build customer relationships over email. In 2021, Titan received a $30M investment from Automattic, parent company of WordPress, Your Way , valuing Titan at $300M.
Radix is one of the world's largest domain registries; and the owner of the most premium Top Level Domain extensions including .store, .inline, .tech, .online, .website, .site, .space etc. Radix is profitable, lean and was valued at $510 million.
About the Role
The Associate Investments and Corp Dev, CEO Office will support strategic initiatives, focusing on market research, financial modelling, and corporate development for Bhavin’s Office across all of his companies and portfolios, and multiple geographies globally (US, EU, India, Middle East and more). The role involves conducting in-depth market analysis, competitive landscaping, and market sizing to inform investment decisions across the portfolio, with a particular emphasis on fintech. You will also assist with financial due diligence, portfolio tracking, and capital market activities.
Reporting to: AVP Investments and Corp Dev, CEO Office
Responsibilities
- Conduct comprehensive market research, deep dives, and competitive analysis in targeted sectors
- Prepare detailed financial models, valuation analyses, and data books to support investment decisions
- Assist in financial due diligence processes for M&A transactions
- Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
- Support the preparation and presentation of market research findings and investment materials
- Perform market sizing and develop insights into emerging trends and opportunities.
- Collaborate in the development of term sheets and other transaction documents.
Skills
- Strong financial modelling and valuation skills (vintage models, IRR, cohort analysis)
- Advanced research skills with the ability to perform in-depth market analysis, sizing, and landscaping
- Analytical and structured thinking to translate research insights into actionable recommendations.
- Knowledge of M&A transaction processes and due diligence.
- Excellent communication skills
- High proficiency in Microsoft Excel and data analysis tools
- High standards of accuracy and precision
Experience and Qualifications
- MBA Finance / CA (2-3 years of experience post articleship in a relevant field) / Economics or a related field
- 2–3 years of experience in consulting, investment banking, or corporate development.
- Experience with research-focused roles, market analysis, and financial modelling.
- Exposure to the fintech sector or similar high-growth industries is preferred
Top Skills
What We Do
Founded in 2015, Zeta is a provider of next-gen credit card processing platform. Zeta’s cloud-native and fully API-enabled stack offers a comprehensive range of capabilities, including processing, issuing, lending, core banking, fraud detection, and loyalty programs. With a strong focus on technology, Zeta has over 1700+ employees and contractors, with more than 70% dedicated to technology roles. Operating across the US, UK, Middle East, and Asia, Zeta has served a global customer base of 35+ clients who have issued over 15 million cards on Zeta's platform to date. Backed by prominent investors such as Softbank Vision Fund 2 and Mastercard, Zeta has raised $280 million, at a valuation of $1.5 billion.
