Senior Strategy Associate

Responsibilities

Construct and maintain comprehensive financial models, forecasts, and scenario analyses to guide capital markets strategies. Facilitate fundraising efforts, manage relationships with investors and lenders, and prepare materials for due diligence processes. Design investor presentations and Management Information System (MIS) reports to ensure clear communication of financial health.

Compile board packs and executive management reports, including business performance dashboards that highlight critical metrics. Monitor key performance indicators to deliver actionable intelligence and strategic recommendations to senior leadership. Evaluate operational and business performance data to uncover trends, identify optimization opportunities, and support data-centric decisions.

Lead process improvement projects and develop analytical tools to enhance overall business efficiency. Contribute to strategic growth initiatives by conducting market research and evaluating potential business expansions. Formulate business cases for new ventures and partnerships while tracking industry shifts, competitor movements, and regulatory changes.

Requirements

Education

• Bachelor’s degree in Engineering, Commerce, Economics, Finance, Statistics, or a related field.
• MBA, PGDM, CA, CFA, or other relevant postgraduate qualifications are preferred. Experience
• 2–4 years of experience in Strategy, Management Consulting, Investment Banking, Corporate Finance, Business Analytics, Founder's Office, or related roles.
• Strong financial modelling and analytical skills (mandatory).
• Experience preparing reports, presentations, and insights for senior management, investors, or lenders.
• Proven ability to collaborate with cross-functional teams and drive business outcomes.