Manager - Investor Relations & Strategy - Banking/Financial Services - CA/CFA/IIM/MDI/ISB

A hands-on IR and strategy professional who owns the quarterly investor cycle, investor and shareholder data, and first-cut analysis on M&A and promoter shareholding matters.

Reports to:

Chief of Strategy & Investor Relations/Co-Founder

Works with:

Founders (MD and ED), CFO, Company Secretary, Finance

Experience:

4 - 8 years in investor relations, investment banking, or corporate development

Qualifications:

CA, MBA (Finance - Top Tier), CFA

Preferred:

Experience in Public Markets

Key responsibilities:

1. Quarterly earnings cycle:

• Build the quarterly earnings presentation: financial and operating KPIs, portfolio updates, guidance and narrative, in line with the house style.
• Draft the earnings call script for the founders and CFO, and prepare an anticipated Q&A pack with data-backed answers.
• Draft the quarterly shareholder letter in the founders' voice.
• Coordinate the timeline with Finance, the auditors, and the Company Secretary so results, deck, and filings go out on schedule.

2. Roadshows and investor conferences:

• Plan and run deal and non-deal roadshows (domestic and international): target lists, broker coordination, meeting schedules, logistics and briefing notes.
• Manage participation in broker-hosted investor conferences, including 1x1 and group meeting requests.
• Attend investor meetings, take notes, track the questions raised and close out follow-ups.
• Feed recurring investor questions back into the deck, script and Q&A pack.

3. Investor presentation and materials:

• Keep the corporate investor presentation current after every quarter and every material event.
• Prepare tailored versions for specific investors, conferences and strategic discussions.

4. Investor database and engagement tracking:

• Maintain a database of current and prospective investors: institution, fund, contacts, holdings, investment style and meeting history.
• Use it to target new investors, prioritise meetings and report engagement to management.

5. Weekly BENPOS analysis:

• Analyse the weekly beneficiary position (BENPOS) data from the RTA.
• Track changes in institutional, retail and promoter holdings; identify new entrants, exits and build-ups.
• Circulate a weekly shareholding movement note to management and link it to investor targeting.

6. M&A opportunity evaluation:

• Screen and evaluate acquisition, merger and partnership opportunities in flexible workspace and adjacent sectors.
• Build financial models and valuations (DCF, comparables, precedent transactions) and run synergy analysis.
• Support due diligence with external advisors and prepare board and Audit Committee material, including related-party transaction requirements where relevant.

7. Review of external communications:

• Review press releases, stock exchange intimations, media statements, website content and investor-facing material for accuracy, consistency and SEBI LODR compliance.
• Make sure numbers and messaging match published financials and earlier disclosures.