Investment & Growth Strategy Lead

Job description

We are looking for an experienced professional to lead our investment planning, project analysis, and company growth strategy. The ideal candidate should have strong experience in investment firms, banking, corporate strategy, or consulting.

Key Responsibilities

• Evaluate new projects and prepare financial models, ROI, and feasibility reports.

• Support investor meetings, funding discussions, and due diligence.

• Prepare business plans, pitch decks, and financial projections.

• Identify growth opportunities and drive company expansion strategies.

• Coordinate with internal teams to monitor project execution and KPIs.

1. Investment Planning & Evaluation

• Conduct financial feasibility studies for new projects and expansion initiatives.

• Build detailed financial models, ROI calculations, and risk analysis for investment decisions.

• Prepare investment proposals, valuation reports, and pitch decks for investors.

2. Funding & Investor Coordination

• Support leadership in meetings with investors, banks, and funding agencies.

• Coordinate due diligence materials, business plans, financial projections, and compliance documents.

• Evaluate various funding options (Equity, Debt, Grants, Strategic Investors).

Requirements

• MBA (Finance) / CA / CFA preferred.

• Strong skills in investment analysis, valuation, financial modelling & strategy.

• Excellent communication and presentation skills.

• Experience in tech or EdTech companies is a plus.

Investment banking

• Corporate finance

• Venture capital

• Strategy consulting

• FP&A roles in high-growth companies

Why Join Us?

• Work directly with founders on growth and investment decisions.

• High-impact role in a rapidly scaling tech company.

Company Overview

 Industry: Personal Care / D2C (Direct-to-Consumer)

 Founded: 2023

 Headquarters: Mumbai, India

 Company Size: Approximately 11–50 employees

 Business Model: Primarily D2C through its own e-commerce platform, supported by content-led marketing and creator-driven community building

Finance is not just a support function here - it's central to strategy, decision-making, and scaling the business

sustainably. We are seeking a Finance & Strategy Lead who combines sharp financial expertise with strategic vision,

and who has the credibility to partner with senior leaders and the board. This role is designed for someone with

future CFO potential.

Key Responsibilities

Strategic Finance & Business Partnering

●Lead financial planning, budgeting, forecasting, and performance management.

●Partner directly with business leaders on strategic initiatives, investment cases, and growth opportunities.

●Present business performance, insights, and recommendations to the CEO, board, and senior leadership team.

●Act as a thought partner to challenge assumptions, evaluate risks, and ensure robust decision-making.

Corporate Finance & Growth Strategy

●Drive capital allocation, fundraising, and investor relations strategy.

●Lead financial due diligence, scenario analysis, and long-term planning.

●Provide insights on market trends, competitive positioning, and strategic growth opportunities.

Financial Control & Governance

●Ensure strong compliance, risk management, and governance frameworks.

●Oversee accounting, audits, tax, and regulatory requirements with internal teams and external advisors.

●Continuously improve financial systems, reporting accuracy, and process scalability.

Leadership & Influence

●Mentor and build a high-performing finance team with scalable systems.

●Act as a trusted advisor to the CEO and executive team.

●Engage effectively with the board and external stakeholders, demonstrating credibility and the ability to hold ground in strategic discussions.

●Evolve into a broader leadership role with increasing ownership of finance and operations.

Reporting & Financial Insights

●Manage the end-to-end MIS process, providing precise reporting across P&L, balance sheet, and cash flow on a monthly, quarterly, and annual basis.

●Monitor liquidity by tracking burn rates and runway to ensure the leadership team has absolute visibility into working capital.

●Develop board materials and investor communications, distilling complex financial results into a compelling narrative regarding performance and future outlook.

●Function as the lead liaison for investor diligence while overseeing that all statutory audits and reporting remain compliant and timely.

Qualifications & Skills

●Chartered Accountant (CA) qualification strongly preferred; CFA/MBA Finance a plus.

●Strong track record in financial modeling, capital raising, and strategic problem-solving.

●Demonstrated ability to work with boards, investors, and senior leadership teams.

●Exceptional communication, influence, and stakeholder management skills.

●Entrepreneurial mindset with ambition to step into a CFO role in the near future.

Hi. Lazer Software is looking for a Co-Founder and Investor. The startup is 5 months old. It has 1 Artificial Intelligence product (an online career counseling product) and also offers custom software development services. The website is https://career.nsm-consultant.com. The Co-Founder and Investor will have to invest ₹ 1 Crore in exchange for an equity stake of 1% in the company. If you act as intermediary, then you also will get 1% stake. The co-founder will be assigned a position of Director in the company and will receive salary and profit sharing. Lazer software is based in Bengaluru, India. It has 23 team members as of 21-Jul-2026. It is currently a Proprietorship firm and needs to be incorporated as a Pvt. Ltd. Firm.

About Antier

Antier is a global technology company specializing in Artificial Intelligence, Blockchain, Digital Assets, Tokenization, Enterprise Platforms, and other emerging technologies. As we continue to expand our global presence and solution portfolio, we are strengthening our Corporate Strategy function to identify new opportunities, anticipate market shifts, and enable sustainable business growth.

Position Overview

We are looking for a highly analytical and commercially driven strategy professional with a strong background in strategic market research, business analysis, and corporate strategy to join our Corporate Strategy team.

In this role, you will evaluate markets, emerging technologies, customer needs, competitors, and industry trends to identify opportunities that support Antier's growth strategy. Your work will contribute to strategic planning, market expansion, product strategy, business investments, partnerships, and long-term business priorities.

The ideal candidate enjoys solving complex business problems through structured thinking, research, and commercial analysis, and can translate insights into practical recommendations that create measurable business value.

Key Responsibilities

Corporate Strategy

• Support the evaluation and execution of strategic business initiatives and long-term growth priorities.
• Develop business cases for new products, services, markets, partnerships, and strategic investments.
• Contribute to annual strategic planning and corporate growth initiatives.
• Assess strategic opportunities and recommend priorities based on market potential, commercial viability, and business impact.

Strategic Market Research

• Conduct in-depth market research across Artificial Intelligence, Blockchain, Web3, Enterprise Software, FinTech, Digital Assets, Digital Identity, Cybersecurity, and adjacent technology sectors.
• Evaluate market opportunities using structured analytical frameworks, including market sizing, customer segmentation, competitive assessment, and commercial viability analysis.
• Monitor technology adoption, customer demand, investment activity, regulatory developments, and macroeconomic trends.
• Identify emerging trends, unmet customer needs, and future market opportunities that can influence Antier's business strategy.
• Design and execute structured primary and secondary research methodologies using credible industry sources and AI-powered research tools.

Competitive Intelligence

• Build and maintain a structured competitive intelligence framework.
• Benchmark competitors across products, services, pricing, positioning, business models, partnerships, and go-to-market strategies.
• Track product launches, funding activity, mergers & acquisitions, technology innovation, and market movements.
• Identify competitive risks, market gaps, and opportunities for strategic differentiation.

Growth Strategy & Portfolio Evaluation

• Assess the commercial potential of existing and emerging business opportunities.
• Evaluate product-market fit, commercialization models, pricing strategies, and revenue potential.
• Identify opportunities for innovation, diversification, and market expansion.
• Recommend portfolio priorities based on strategic alignment and long-term business value.

Executive Decision Support

• Prepare executive presentations, strategic reports, business cases, and leadership briefings.
• Translate complex research into concise, actionable business insights.
• Present findings with clear recommendations, risks, opportunities, and expected business outcomes.
• Support cross-functional strategic initiatives through data-driven analysis.

Strategic Research

• Design and execute structured primary and secondary research methodologies.
• Leverage industry reports, analyst research, customer insights, financial information, public data, and AI-powered research tools.
• Ensure research outputs are accurate, commercially relevant, and aligned with business objectives.

Strategic Questions You'll Help Answer

Your work will contribute to answering strategic questions such as:

• Which industries, markets, and customer segments present the strongest growth opportunities?
• Which emerging technologies and industry trends are most relevant to Antier's long-term strategy?
• Which products, services, or capabilities should be prioritized, expanded, or refined?
• Which geographies and industry verticals offer the greatest potential for business expansion?
• How is the competitive landscape evolving, and how should Antier respond?
• Which strategic partnerships or ecosystem opportunities could accelerate growth?
• What market, customer, or regulatory shifts could impact future business opportunities?
• How can market intelligence be leveraged to support strategic planning and sustainable business growth?

Candidate Profile

We are looking for someone who combines analytical thinking with strong commercial judgment.

The ideal candidate is intellectually curious, enjoys solving ambiguous business challenges, and can connect market insights with strategic business decisions. They should be comfortable working across multiple business functions, synthesizing large volumes of information, and presenting recommendations in a clear, structured, and executive-friendly manner.

Qualifications

• MBA or Postgraduate Degree in Strategy, Finance, Business Analytics, Economics, Marketing, or a related discipline from a reputed institution.
• Bachelor's degree in Engineering, Technology, Business, Economics, or a related field.

Experience

• 5–10 years of experience in Strategic Market Research, Corporate Strategy, Market Intelligence, Management Consulting, Strategic Planning, Business Research, or Growth Strategy.
• Experience in Strategy, Advisory, Market Research, or Growth Consulting within leading consulting firms such as KPMG, McKinsey & Company, Boston Consulting Group (BCG), etc or comparable strategy-focused organizations will be highly preferred.
• Experience supporting executive leadership, Corporate Strategy teams, or the CEO's Office functions will be an advantage.

Core Competencies

• Strategic Market Research
• Corporate Strategy
• Market Intelligence
• Competitive Intelligence
• Growth Strategy
• Strategic Planning
• Business Case Development
• Commercial Analysis
• Financial Analysis
• Product & Portfolio Strategy
• Executive Communication
• Stakeholder Management
• Structured Problem Solving
• Data-Driven Decision Making

Preferred Skills

• Advanced Microsoft Excel for business analysis, financial modelling, and scenario planning.
• Advanced Microsoft PowerPoint for executive presentations and strategic communication.
• Strong expertise in market research, opportunity assessment, commercial analysis, and business case development.
• Ability to leverage AI-powered research and productivity tools to accelerate research, analysis, and strategic decision support.
• Excellent analytical, written, verbal, and presentation skills with the ability to communicate complex ideas clearly.

Success Measures

Success in this role will be measured by the ability to:

• Deliver research-backed insights that support strategic business decisions.
• Identify high-impact growth opportunities and emerging market trends.
• Strengthen Antier's competitive positioning through actionable market and competitive intelligence.
• Support product, portfolio, and market expansion initiatives with evidence-based recommendations.
• Deliver high-quality strategic analysis that contributes to sustainable business growth.

Why Join Antier?

This role offers the opportunity to contribute to high-impact strategic initiatives that shape Antier's future. You will gain exposure to emerging technologies, global markets, corporate strategy, and business transformation while working on initiatives that create long-term business value.

Duties and Responsibilities

1. Build, lead, and motivate large teams, fostering a growth mindset and high performance
2. Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
3. Lead new account acquisition, product development, and management of the existing product suite
4. Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
5. Innovate and leverage technology for new product launches and cost optimization.
6. Ensure high levels of customer experience and satisfaction.
7. Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
8. Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
9. Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
10. Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
11. Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
12. Achieve revenue and client activation targets through effective advisory and relationship management
13. Attain through knowledge about stock market terms and trading practices

Key Responsibilities Client Acquisition & Relationship Management  Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives.  Develop and maintain long-term relationships by delivering personalized investment advisory services.  Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons.  Recommend suitable investment opportunities across fixed-income and alternative investment products.  Build trust through proactive portfolio reviews and continuous engagement.  Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory  Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products  Monitor market trends, interest rates, and economic developments to provide timely investment recommendations.  Ensure investment recommendations align with clients' financial objectives and risk profiles.  Stay updated on regulatory developments impacting investment products.

Job Title: Manager - Product, Finance & Actuarial

Role: Domain Expert / Specialist – Fund Accounting & Portfolio Management

Location: Hyderabad

Job Type: Full-time

Job Summary

We are looking for a highly analytical and detail-oriented Domain Expert/Specialist in Fund Accounting & Portfolio Management to join our Product, Finance & Actuarial team. The ideal candidate should possess strong expertise in fund accounting, portfolio management services (PMS), investment operations, financial analysis, and reconciliation processes.

In this role, you will work closely with business stakeholders and the engineering team to translate complex financial and investment workflows into scalable product solutions. You will also lead analysts, drive process improvements, ensure quality deliverables, and support the development of financial products and reporting solutions.

Key Responsibilities

• Act as a subject matter expert in Fund Accounting, Portfolio Management Services (PMS), investment operations, and financial reporting.
• Understand client requirements, regulatory guidelines, compliance needs, and investment workflows, and translate them into clear business and functional requirements.
• Collaborate with cross-functional teams to enhance financial products and automate operational workflows.
• Conduct detailed financial analysis to support product development, business decisions, and operational improvements.
• Develop, validate, and maintain financial models, including portfolio valuations, cash flows, NAV calculations, reconciliations, and performance reporting.
• Analyze financial data, identify trends, investigate variances, perform reconciliations, and recommend process improvements.
• Prepare reports, dashboards, presentations, and analytical insights for internal stakeholders and clients.
• Investigate portfolio, accounting, and reconciliation issues, providing timely resolutions and communicating findings effectively with clients and stakeholders.
• Lead, mentor, and manage analysts while ensuring timely delivery, accuracy, and quality of work.
• Create and maintain documentation for financial models, business processes, workflows, and product requirements.
• Support senior management with business analysis, product enhancements, and strategic initiatives.

Requirements

Qualifications & Skills

• Bachelor's degree in Finance, Accounting, Commerce, Economics, Mathematics, Statistics, or a related discipline.
• Professional qualifications such as CA, CFA, CPA, FRM, CMA, MBA (Finance), or equivalent will be an added advantage.
• 4–8 years of experience in Fund Accounting, Portfolio Management Services (PMS), Asset Management, Investment Operations, Financial Analysis, or similar domains.
• Strong understanding of fund accounting principles, portfolio accounting, financial statements, investment products, and reconciliation processes.
• Experience in financial modelling, reporting, and analytical problem-solving.
• Advanced proficiency in Microsoft Excel and MS Office applications (Word, PowerPoint, Email).
• Experience working with financial systems, investment platforms, or portfolio management applications is preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Excellent communication and stakeholder management skills.
• Ability to lead teams, manage multiple priorities, and deliver high-quality results within deadlines.
• Strong attention to detail with a continuous improvement mindset.

Founder's Office | Sierra Innovations

At Sierra Innovations, we are building a high-impact Founder’s Office to drive the next phase of growth.

This role sits at the intersection of strategy, execution, and leadership building.

You will work directly with the Founder on critical business problems that shape the company’s future.

This is not a role.

This is a launchpad into leadership.

What You’ll Work On

• Drive high-priority strategic initiatives across the company
• Support fundraising — investor research, financial narratives, deck building, and conversations
• Design and implement key HR policies & org structures
• Lead KMP / leadership hiring across business functions
• Define and track KPIs across teams, ensuring accountability and performance
• Conduct market research & competitive intelligence to guide decision-making
• Work on 0→1 and 1→100 growth projects across categories
• Solve unstructured problems with clarity, speed, and ownership

Key Skills & Experience

• Investment Banking / Fund Analyst Experience
• Strong grounding in financial thinking, investor communication, and structured problem solving
• Fundraising Exposure
• Experience in supporting or leading fundraise processes
• KMP / Leadership Hiring
• Ability to identify and close high-quality leadership talent
• KPI & Performance Management
• Experience in defining, tracking, and improving business metrics
• Project Management
• Proven ability to drive cross-functional projects to completion
• Education / EdTech Exposure (Preferred)
• Understanding of test prep, K-12, or learning ecosystems
• Analytical + Execution Strength
• Ability to think clearly and execute fast

Who This Role Is For

• You have high intellectual horsepower
• You take extreme ownership — outcomes matter more than effort
• You are comfortable with ambiguity and thrive in fast-moving environments
• You can build networks and influence people
• You want to grow beyond a single function into a business leader
• You are hungry to create disproportionate impact

What You’ll Gain

• Direct exposure to founder-level decision making
• Hands-on experience in fundraising, hiring, strategy, and execution
• Opportunity to build a cross-functional business understanding
• Fast-track path into leadership roles within the company

Why Sierra Innovations

We are building a category-defining D2C powerhouse in publishing and beyond — combining content, technology, and distribution at scale.

If you want to be in the room where:

• strategic decisions are made,
• leaders are built, and
• real outcomes are driven,

this is that opportunity.

Final Note

This role is not for everyone.

But if you believe you have the intellect, network-building ability, and execution strength to drive outcomes,

we would love to work with you.

Apply if you’re ready to build — not just participate.

Key Deliverables:

● We're looking for a Partner Relations

● This role involves building and strengthening our connections with investors to

guarantee their contentment and active engagement.

● Act as the go-to contact for any investor-related questions or correspondence.

● Maintain robust relationships with our current investors, ensuring they're well-informed

about how their investments are performing through regular updates and reports.

● Formulate and execute customer acquisition and retention strategies.

● Organise and manage investor events, meetings, and presentations, whether online or

face-to-face, to conduct investment awareness programs.

● Work closely with other departments, such as finance, legal, and management.

● Keep a pulse on market trends, competitor moves, industry norms and regulatory

updates.

Key Competencies and skills:

● Good understanding of Finance and Financial Products

● Outstanding ability to interact and communicate with others.

● Willing to work flexible hours, focusing on customers' needs.

● Dedication to continually learn and adapt in a rapidly changing investment scene.

● Excellent skills in both writing and speaking, capable of explaining complex financial

topics simply and directly.

● Excellent at building relationships and interacting with people, always putting the

customer first in managing investor relations.

● Capable of juggling multiple tasks and setting priorities in a busy setting.

● Attention to detail and has a keen ability to analyse and solve problems.

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)