Executive Fintech Associate (Investments & Operations)

Alliance Recruitment Agency; Pune District; On-site; INR 540,000 - 660,000; Full time

Job summary

A consulting firm in Pune, Maharashtra seeks an Executive Fintech Associate. The role involves managing investment workflows and investor relations, requiring 2-4 years of relevant experience. Candidates should have strong financial modeling skills and knowledge of PE/VC. The position offers a competitive salary, working closely with the CEO in a dynamic environment.

Qualifications

• Bachelor's degree in finance or related field.
• 2-4 years of experience in PE/VC, IB, startup operations, or investor relations.

Responsibilities

• Assist CEO with action trackers, meetings, and follow-ups.
• Manage investor pipeline, data rooms, CRM, and communications.
• Prepare investment memos, models, and market research.
• Support funding, diligence, and transaction processes.

Skills

Strong financial modeling & analysis

PE/VC knowledge

Excellent communication & stakeholder management

Familiarity with DAO/Web3 concepts

Education

Bachelor degree

Tools

Excel

PowerPoint

CRMs

Notion

SQL

cap table tools

governance platforms

Job description

Overview

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Executive Fintech Associate (Investments & Operations)

Strong financial modeling & analysis (Excel, PowerPoint).

PE/VC knowledge (cap tables, IRR/MoIC, term sheets).

Familiarity with DAO/Web3 concepts.

Preferred: CRMs, Notion, SQL/no-code analytics, cap table tools, governance platforms.

Growth Path

Must-Have Skills

• Strong financial modeling & analysis (Excel, PowerPoint).
• PE/VC knowledge (cap tables, IRR/MoIC, term sheets).
• Excellent communication & stakeholder management.
• Familiarity with DAO/Web3 concepts.

Preferred: CRMs, Notion, SQL/no-code analytics, cap table tools, governance platforms.

Executive Fintech Associate → Senior Associate → Investment Manager / Chief of Staff

Educational Details: Bachelor degree

State: Maharashtra

Postal Code: 411001

Qualifications: Bachelor degree

Created Date: 2025-08-22

End Date: 2025-11-26

Experience: 2 - 4 year

Salary: 660000

Industry:

Openings: 1

Primary Responsibilities

Job Description – Executive Fintech Associate (Investments & Operations)

Location: Kharadi, Pune

Compensation: ₹5.4 – 6.6 LPA (approx. ₹50,000/month)

Experience: 2–4 years in PE/VC, IB, startup operations, or investor relations

Education: MBA/Finance PG preferred

Role Overview

Work closely with the CEO on investment workflows, investor relations, deal evaluation, funding coordination, and DAO operations. Blend finance expertise with execution and reporting.

Key Responsibilities

• Assist CEO with action trackers, meetings, and follow-ups.
• Manage investor pipeline, data rooms, CRM, and communications.
• Prepare investment memos, models, and market research.
• Support funding, diligence, and transaction processes.
• Manage DAO governance, proposals, and tokenholder communications.
• Prepare weekly dashboards, board/LP reports, and analytics.
• Maintain compliance documentation and SOPs.
• Coordinate across legal, finance, product, and external stakeholders.

Experience Requirements

Must-Have Skills

• Strong financial modeling & analysis (Excel, PowerPoint).
• PE/VC knowledge (cap tables, IRR/MoIC, term sheets).
• Excellent communication & stakeholder management.
• Familiarity with DAO/Web3 concepts.

Preferred: CRMs, Notion, SQL/no-code analytics, cap table tools, governance platforms.

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