Manager – Investor Relations & Strategy

Thrivus Partners; Mumbai; On-site; INR 2,500,000 - 4,200,000; Full time

Job summary

Thrivus Partners, a Fintech company in Malad, Mumbai, seeks a high-impact Investor Relations & Corporate Strategy professional to own investor narratives, drive board reporting, and lead strategic initiatives near the CEO/CFO Office. Expect close collaboration with Finance, Business, and external investors to translate data into compelling business narratives.

The role emphasizes financial modelling, market sizing, and competitive benchmarking to inform capital allocation and fundraising

Qualifications

• 4–7 years of experience in Investor Relations, Corporate Strategy, Investment Banking, Transaction Advisory, Consulting or a CEO/CFO Office role.
• CA / MBA (Finance/Strategy) / CFA preferred.

Responsibilities

• Own end-to-end preparation of investor decks, board presentations, quarterly/annual investor updates, and ad-hoc investor data requests.
• Build and maintain the investor reporting calendar, ensuring accurate, timely, and consistent communication with existing and prospective investors.
• Act as a coordination point between Finance, Business, and external investors/analysts for data requests, due diligence, and follow-ups.
• Track and benchmark company performance against investor expectations, peer companies, and sector trends.
• Support fundraising rounds – data room preparation, investor Q&A, term sheet analysis support, and coordination with legal/finance/banking counterparts.
• Drive strategic projects assigned by CEO/CFO Office – market sizing, competitive benchmarking, new business case evaluation, and expansion feasibility studies.
• Partner with cross-functional teams to structure ambiguous problems into clear frameworks and actionable recommendations.
• Prepare board notes, strategy papers, and CEO/CFO office briefing documents with rigor and precision.
• Monitor implementation of strategic initiatives and track outcomes against defined success metrics.
• Conduct scenario planning and financial modelling to support key strategic and capital allocation decisions.

Skills

Financial modelling

Investor relations

Strategic thinking

Presentation skills

Education

CA / MBA (Finance/Strategy) / CFA preferred

Tools

Excel

PowerPoint

Job description

This role is with our client , a Fintech company located in Malad Mumbai.

Role Overview

This role sits at the intersection of Investor Relations and Corporate Strategy, working in close proximity to the CEO/CFO Office. The incumbent will be the custodian of investor-facing narrative and data, and will simultaneously drive high-visibility strategic projects — captable support, board/investor reporting, competitive and market intelligence, and cross-functional strategic initiatives that shape company direction. This is a role for someone who wants to operate at the nerve-center of the organization, translating numbers into narrative and strategy into execution.

Key Responsibilities

A. Investor Relations

• Own end-to-end preparation of investor decks, board presentations, quarterly/annual investor updates, and ad-hoc investor data requests.
• Build and maintain the investor reporting calendar, ensuring accurate, timely, and consistent communication with existing and prospective investors.
• Act as a coordination point between Finance, Business, and external investors/analysts for data requests, due diligence, and follow-ups.
• Track and benchmark company performance against investor expectations, peer companies, and sector trends.
• Support fundraising rounds – data room preparation, investor Q&A, term sheet analysis support, and coordination with legal/finance/banking counterparts.
• Drive strategic projects assigned by CEO/CFO Office – market sizing, competitive benchmarking, new business case evaluation, and expansion feasibility studies.
• Partner with cross-functional teams (Business, Product, Risk, Finance) to structure ambiguous problems into clear frameworks and actionable recommendations.
• Prepare board notes, strategy papers, and CEO/CFO office briefing documents with rigor and precision.
• Monitor implementation of strategic initiatives and track outcomes against defined success metrics.
• Conduct scenario planning and financial modelling to support key strategic and capital allocation decisions.

C. Stakeholder & Governance

• Build strong working relationships with leadership, functional heads, and external stakeholders (investors, advisors, consultants).
• Maintain absolute discretion and confidentiality given proximity to sensitive, market-moving, and strategic information.
• Represent Finance/Strategy function in leadership discussions with polish, precision, and business acumen.
• Strong financial modelling skills – valuation, cap table modelling, scenario/sensitivity analysis, unit economics.
• Advanced proficiency in Excel and PowerPoint; ability to independently build CFO/CEO/Board-grade presentations without heavy hand-holding.
• Working knowledge of fundraising processes – term sheets, SSA/SHA structures, due diligence data rooms, cap table mechanics.
• Understanding of financial statements (P&L, Balance Sheet, Cash Flow) and ability to translate financial data into a business narrative.
• Exposure to competitive intelligence, market research, and structuring of strategic/business case documents.
• Prior experience in BFSI, fintech, NBFC, or lending businesses is an added advantage but not mandatory.

Qualifications

• Professional qualification such as CA / MBA (Finance/Strategy) / CFA preferred.
• 4–7 years, with mandatory prior experience in Investor Relations, Corporate Strategy, Investment Banking, Transaction Advisory, Consulting or a CEO/CFO Office role