The Role
The Associate Manager will support fundraising, financial modeling, investor relations, and M&A initiatives while collaborating with senior leadership.
Summary Generated by Built In
Company: Upstox
Location: Mumbai
Work arrangement: 5 days in the office
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 industry leaders like Mr. Ratan Tata and Tiger Global, with a mission to make wealth creation accessible to every Indian.
If you enjoy working at the intersection of strategy, finance, and growth, and want exposure to fundraising and M&A in a fast-paced environment, this role will give you a front-row seat.
The Role: Associate Manager - Corporate Development
As a Associate Manager - Corporate Development professional, you will support strategic initiatives across fundraising, financial modelling, investor relations, and inorganic growth opportunities. You will work closely with senior leadership, finance, and strategy teams, gaining hands-on exposure to capital markets and corporate strategy.
This role is ideal for someone early in their career who is analytically strong, commercially curious, and eager to learn.
What You’ll Own
Financial Modelling: Build and maintain detailed financial models including business plans, valuations, scenario and sensitivity analysis.
Fundraising Support: Assist in debt and/or equity fundraising by preparing pitch decks, information memorandums, data rooms, and investor materials.
Investor Relations: Support ongoing investor communication, performance updates, MIS reporting, and responses to investor queries.
M&A & Strategic Initiatives: Assist with target screening, preliminary evaluation, due diligence coordination, and transaction support.
Market & Industry Research: Conduct industry analysis, competitive benchmarking, and strategic research to support leadership decision-making.
Cross-functional Collaboration: Work closely with Finance, Legal, Strategy, and Business teams on corporate development priorities.
Who You Are
1–3 years of experience in Corporate Development, Investment Banking, Transaction Advisory, Consulting, or Strategy.
MBA (Finance / Strategy) or CA qualification.
Strong understanding of financial modelling and valuation concepts.
Exposure to fundraising processes (debt and/or equity).
Strong analytical, problem-solving, and presentation skills.
Clear communicator with the ability to work with senior stakeholders.
Good to Have
Prior experience in Investment Banking (IB).
Start-up experience, especially in high-growth or fundraising environments.
Exposure to M&A transactions or strategic investments.
By applying for this position, you acknowledge that you have reviewed our Prospective Employee (Privacy Notice & Consent form (Prospectus Employees), 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
Financial Modelling
Valuation
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The Company
What We Do
Upstox is an online trading app for Demat Account, Share Market, MF, IPO with 1cr+ customers. Backed by Ratan Tata and venture capitalists such as Tiger Global, Upstox offers a best-in-class technology-enabled trading platform. Headquartered in Mumbai, Upstox holds memberships with the NSE, BSE, MCX, and MCX-SX. For more details, visit - https://upstox.com/
