Investment firms, banking, corporate strategy, or consulting. at CNV AI Labs Inc · Remote only · 1 - 3 years · ₹3.6L - ₹4L / yr · Profitable · Remote only · Posted 22 Sep 2026

Investment firms, banking, corporate strategy, or consulting.
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.

About CNV AI Labs Inc
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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.
Entrepreneur in Residence - Fundraising
Location: New Delhi | Work Mode: On-site | Experience: 5+ years
About the Role
IDEASHACKS is looking for an Entrepreneur in Residence to work directly with the Founder and take ownership of capital strategy, fundraising and investor readiness.
Your role is to take IDEASHACKS from business → investment-ready → investor pipeline → fundraising → capital deployment.
This is a high-ownership role for someone who understands deals, capital and execution.
What You'll Do
- Own and execute IDEASHACKS' fundraising strategy across equity, debt and structured capital.
- Build financial models, projections, valuation scenarios and investor materials.
- Identify and build relationships with VCs, PE funds, family offices, strategic investors, lenders and other capital providers.
- Build and manage the investor pipeline and drive conversations from first contact to closure.
- Lead fundraising processes, due diligence, investor data rooms and follow-ups.
- Evaluate new locations, ventures and partnerships from a commercial and capital perspective.
- Work directly with the Founder on capital allocation, expansion strategy and strategic finance.
What We're Looking For
- 5+ years in Investment Banking, PE/VC, Corporate Finance, Strategic Finance, Deal Advisory or Fundraising.
- Strong financial modelling, valuation and deal-structuring skills.
- Experience working directly with founders, investors or lenders.
- At least one completed fundraising, financing, M&A or investment transaction that you personally worked on.
- Ability to independently build an investor pipeline and take conversations forward.
- Strong communication, negotiation and execution skills.
- An existing investor/lender network is a plus.
We are looking for someone who can think like an investor, operate like a Founder’s Office professional and execute like an investment banker.
Duties and Responsibilities
- Build, lead, and motivate large teams, fostering a growth mindset and high performance
- Develop and execute business strategies aligned with the company's vision to drive revenue, client acquisition, and market share expansion
- Lead new account acquisition, product development, and management of the existing product suite
- Build and maintain strong relationships with key clients, providing regular advice on market opportunities and trading strategies
- Innovate and leverage technology for new product launches and cost optimization.
- Ensure high levels of customer experience and satisfaction.
- Analyze market trends, customer feedback, and competitor activities to identify new business opportunities and cross-selling avenues
- Oversee day-to-day operations, ensuring efficiency and regulatory compliance across all channels
- Present and implement plans for client base and revenue growth, operational efficiency, cost optimization, and digitization
- Helping clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients.
- Prepare and present investment and portfolio reports to clients, and conduct meetings or presentations as needed
- Achieve revenue and client activation targets through effective advisory and relationship management
- Attain through knowledge about stock market terms and trading practices
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)
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.
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.
About CT Nova
CT Nova is an enterprise learning platform that runs inside our customers’ own cloud. Rather than asking organisations to hand their learner data to someone else’s SaaS, we deploy the entire platform as an Azure Managed Application into the customer’s own Azure tenant — data never leaves their environment, and billing runs through the Azure Marketplace on metered usage.
The product grew out of migrations off Microsoft’s Community Training platform, so our DNA is large-scale, often public-interest training: government skilling programmes, NGO field workforces, enterprise frontline teams. We work with organisations across several regions, some running training at a scale of hundreds of thousands of learners.
The role
· Title: Founder’s Office — Growth
· Reports to: The founders, directly
· Location: Bengaluru preferred; remote considered for the right person. Periodic travel for client meetings.
· Compensation: Competitive fixed salary, performance-linked variable, and ESOPs.
You will be our first dedicated growth hire, and that word — first — is most of the job. There is no playbook to inherit, no readymade pipeline handed over, and no team beneath you yet.
Almost every customer we have today reached us through Founder network & relationship rather than through a sales motion. That base is real, sticky and expandable. It is also exactly why the next phase has to look different. Your job is to build a new muscle : a repeatable way of finding, winning and growing accounts on our own terms.
This is a Founder’s Office role in the real sense. You will spend time in customer conversations, time in spreadsheets, and time in the room where decisions actually get made. The founders are in these conversations alongside you — this is neither a role where you are sent out alone with a bag and a number, nor one where you produce strategy at a safe distance from the customer.
What you’ll own
· Customer conversations: Run a standing rhythm of structured conversations across our existing base — not support check-ins, but real discovery into what each organisation is trying to achieve, where the platform gets in their way, and what would justify them expanding.
· Growth opportunities: Turn those conversations into a ranked, evidence-backed view of where the next tranche of revenue comes from — which accounts can grow, what unlocks each one, which segments deserve concentration, and what we should decline.
· Expansion and retention: Own the commercial side of the existing base — expansion, renewals, pricing conversations, and account plans that make growth deliberate rather than reactive.
· The GTM pipeline: Work with marketing to stand up an acquisition engine from close to zero — a defined ICP, positioning and messaging that survives contact with a buyer, an outbound motion, and enough tracking to tell whether any of it is working.
· Partner motion: Make the Microsoft relationship a deliberate channel rather than an accident of history — Marketplace listing, co-sell readiness, and working relationships with regional systems integrators.
· Product feedback loop: Sit between customers and engineering. A meaningful share of our expansion revenue is gated by product work — reliability at scale, onboarding, SSO, reporting — so translating commercial urgency into a credible roadmap argument is part of the role, not a side effect of it.
What the first year looks like
· First 90 days: You have spoken to every meaningful customer and formed your own view of the base. You have written a growth thesis with a ranked opportunity list, and agreed with the founders on where to concentrate.
· By six months: A working pipeline with self-sourced opportunities in it. Expansion plans live on the top accounts. Positioning and collateral a newcomer could sell from.
· By twelve months: Revenue growth you can attribute to specific decisions, measurably less dependence on any single account or channel, and a motion documented well enough that the next two hires can run it.
What we’re looking for
Must-haves
· Commercial ownership: 3–6 years in a role where you carried commercial responsibility for B2B outcomes — GTM at a SaaS or PaaS company, consulting, or an early-stage operating role. Titles matter less to us than evidence that you have owned something end to end.
· Customer presence: Comfort in front of customers, including technical buyers, and the ability to hold your own on cloud deployment, data residency and total cost of ownership. You do not need to be an engineer; you do need to be unafraid of technical detail.
· Structured thinking and clear writing: Much of this job is turning messy conversations into a position other people can act on. We will ask to see a written sample.
· Comfort with low support: There is no CRM hygiene team, no SDR, and no marketing department waiting on your brief. What exists is what you build.
Good to have
· Exposure to Microsoft’s co-sell ecosystem, Azure Marketplace transactions, or partner-led motions.
· Experience selling into government, development-sector or education buyers, where cycles are long and procurement is a discipline of its own.
· Familiarity with LMS/LXP or workforce-development products.
· Time spent at a company under 30 people.
Who this role isn’t for
We would rather be direct now than waste your time later.
· If you want a defined territory, an inherited pipeline and a quota to work against, this will frustrate you.
· If you want a purely strategic seat — market maps and decks, no customer calls — this is not that either.
· Our base is small and concentrated, the product still has scaling work ahead of it, and some of what you propose will be constrained by engineering capacity. Working inside that tension is the job, not an obstacle to it.
How to apply
Our process: an intro call with a founder, then a written exercise based on a real CT Nova growth problem and a discussion of your response, then a conversation with the founding team, then references. We aim to close within three weeks.
Job role: FP&A Analyst
Location: Bangalore, India
Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.
Key responsibilities:
A. Planning & Budgeting
• Manage driver-based budgeting models
• Consolidate and validate P&L, Balance Sheet, and key ratios
• Support business units in preparing planning submissions and review packs
• Execute cost allocation models, Maintain allocation drivers,
B. Variance Analysis
• Actual vs Budget / Forecast analysis
• MoM and YoY movement analysis
• Cost center-level variance breakdowns
• Volume / rate / mix analysis
C. Forecasting
• Prepare monthly rolling forecasts
• Update outlook based on performance, macro factors, and business inputs
• Maintain driver-based and scenario-integrated forecasting models
D. Scenario Analysis & Stress Testing
• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)
• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)
• Quantify capital and liquidity impacts
• Prepare governance & committee packs
E. Governance & Reporting
• Produce segment/customer profitability reports
• Draft variance commentary (templated/automated)
• Highlight key drivers and anomalies
• Prepare Board / ExCo packs
• Identify risks and opportunities in financial plans
• Validate data integrity and consistency across models
Soft skills:
• Advanced FP&A expertise (Banking preferred)
• Strong understanding of Balance Sheet & Capital metrics
• Financial modelling (driver-based, scenario modelling)
• Knowledge of stress testing frameworks (BoE scenarios preferred)
• Advanced Excel + planning tools (Anaplan, SAP BPC, Hyperion)
Tools / Systems
• Planning tools: Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion
• Excel (advanced modelling)
• BI tools: Power BI / Tableau
Risks & Controls
• Risk: Model inaccuracies → Control: Model validation & reconciliation
• Risk: Data inconsistency → Control: Cross-functional alignment checks
Risk: Regulatory non-compliance → Control: ICAAP/ILAAP validation reviews
Education requirements:
• Chartered Accountant
• Master’s degree in accounting, Finance, Economics, or related field
Certification:
• Anaplan / BPC / Hyperion/FCSS/ Oracle Fusion
• Excel (advanced modelling)
Keyword:
Skills: Data Concepts & Data Modelling~F&A - Financial Planning & Analysis
Experience Required:
Job role: FP&A Analyst
Location: Noida, Chennai, India
Employment Type: Full Time with NAM Info Pvt Ltd (Payroll)
Experience: 4+
Job Requirements: Drive end-to-end financial planning, budgeting, forecasting, and scenario analysis to support strategic decision-making across Balance Sheet, P&L, and cost structures.
Key responsibilities:
A. Planning & Budgeting
• Manage driver-based budgeting models
• Consolidate and validate P&L, Balance Sheet, and key ratios
• Support business units in preparing planning submissions and review packs
• Execute cost allocation models, Maintain allocation drivers,
B. Variance Analysis
• Actual vs Budget / Forecast analysis
• MoM and YoY movement analysis
• Cost center-level variance breakdowns
• Volume / rate / mix analysis
C. Forecasting
• Prepare monthly rolling forecasts
• Update outlook based on performance, macro factors, and business inputs
• Maintain driver-based and scenario-integrated forecasting models
D. Scenario Analysis & Stress Testing
• Perform sensitivity and what-if analysis (e.g., NIM, impairments, costs)
• Support regulatory exercises (ICAAP / ILAAP / stress scenarios)
• Quantify capital and liquidity impacts
• Prepare governance & committee packs
E. Governance & Reporting
• Produce segment/customer profitability reports
• Draft variance commentary (templated/automated)
• Highlight key drivers and anomalies
• Prepare Board / ExCo packs
• Identify risks and opportunities in financial plans
• Validate data integrity and consistency across models












