Manager - Investor Relation

The Investor Relations & FP&A Manager will play a critical dual-role in managing investor communications and driving financial planning & analysis for a fast-growing FinTech lending platform. This position will act as the strategic interface between investors, senior leadership, and internal finance teams, while also owning core FP&A deliverables including forecasting, performance analytics, and management reporting. The role requires strong expertise in investor relations, financial modeling, regulatory awareness (NBFC / FinTech), and business partnering in a high-growth, data-driven environment. Key Responsibilities 1. Investor Relations & Communication Act as the primary point of contact between the company and existing / prospective investors. Develop and execute investor communication strategies covering financial performance, KPIs, portfolio metrics, and strategic initiatives. Prepare investor presentations, quarterly updates, earnings decks, data packs, and board materials. Organize and conduct investor meetings, conference calls, and periodic update sessions. Ensure consistent, accurate, and transparent messaging aligned with management and regulatory requirements. 2. Relationship Management & Stakeholder Engagement Build and maintain strong, long-term relationships with institutional investors, lenders, and strategic partners. Address investor queries, data requests, and concerns in a timely and professional manner. Proactively engage investors to understand expectations, covenant sensitivities, and information needs. Partner closely with CEO, CFO, Business Heads, Legal, and Compliance teams. 3. Financial Planning & Analysis (FP&A) Analyze product-level and portfolio-level performance on a regular basis and provide actionable insights for improvement. Analyze financial data, trends, and unit economics to provide insights and recommendations to senior management. Own budgeting, forecasting, and rolling forecast processes for the lending platform. Prepare financial reports, forecasts, budgets, and long-range plans to support business planning and decision-making. Develop and maintain detailed financial models covering revenue, disbursements, AUM, yields, credit costs, operating leverage, and profitability. Conduct variance analysis versus budget, forecast, and prior periods, and identify key drivers of financial performance. Prepare projections and provide financial modeling support for strategic initiatives, new products, partnerships, and fund-raising. Collaborate with cross-functional teams (Product, Risk, Operations, Technology, Sales) to support strategic initiatives and drive business results. Assist in preparation of presentations and financial insights for executive management, board meetings, and key stakeholders. Stay informed about industry trends, regulatory changes, and best practices in financial planning and analysis. Conduct competitor benchmarking and industry analysis to support strategic decision-making. 4. Financial Reporting, MIS & Investor Deliverables Work closely with accounting teams to ensure accuracy and timeliness of financial data. Own preparation and dissemination of monthly, quarterly, and annual MIS packs covering financials, KPIs, product performance, and portfolio metrics. Ensure consistency between MIS, statutory financials, management reporting, and investor disclosures. Prepare investor reports, lender reporting packs, earnings updates, and performance dashboards. Design and continuously improve MIS frameworks to enhance decision-making and management visibility. Support automation and standardization of reporting processes for scalability and accuracy. Assist in preparation of financial reports, earnings releases, and investor communication materials. 5. Regulatory Compliance & Governance Stay updated on applicable regulatory requirements (RBI, NBFC norms, investor disclosures). Support preparation of regulatory and investor-related filings. Coordinate with legal and compliance teams on corporate governance, shareholder communication, and disclosures. 6. Market Intelligence & Investor Insights Track industry trends, competitor performance, funding environment, and macro factors impacting FinTech / NBFC sector. Monitor investor sentiment and feedback to identify risks, opportunities, and communication gaps. Provide structured insights to leadership to improve investor confidence and valuation narrative. 7. Shareholder & Investor Events Coordinate shareholder meetings, investor days, roadshows, and conferences. Manage end-to-end planning including content, logistics, data rooms, and follow-ups.

Master's degree in Finance, Business, Economics, or a related field. MBA, CA, CFA, or equivalent professional qualification preferred.