Senior Manager - Strategy & Investor Relations

This role is for one of the Weekday's clients

Min Experience: 5 years

Location: Mumbai

JobType: full-time

We are a housing finance company committed to helping millions of Indians achieve their aspirations of owning larger, better, and new homes. Our operations are founded on a robust blend of skilled professionals and advanced technology, employing data science and analytics to provide world-class, affordable products and franchises for our customers. The core engine of our business, which strikes a balance in our approach, is supported by a risk management-driven framework. Our dynamic team consists of over 7,000 professionals operating in more than 190 locations across 15 states in India. Our shareholders include prominent multinational and domestic private equity partners.

Role Objective

Assist in corporate strategy, performance management, and investor communication for a growing housing finance company (HFC) and non-banking financial company (NBFC). This role emphasizes analytics-oriented strategy implementation, fundraising support, and structured engagement with investors, lenders, and credit rating agencies.

Requirements:
Key Responsibilities

Strategy & Business Planning

• Facilitate medium- and long-term strategic planning that aligns with growth, profitability, and risk management.

• Assist in the formulation of the Annual Operating Plan (AOP) encompassing business operations, capital allocation, and workforce planning.

• Monitor strategic initiatives (including products, geographical expansion, partnerships, and mergers & acquisitions) against established milestones.

• Perform market and peer benchmarking; prepare strategic notes and presentations for the Board.

Performance & Financial Analytics

• Evaluate performance across products and regions, providing explanations for variances compared to the plan.

• Develop scenario, sensitivity, and stress analyses focused on growth, margins, credit costs, and capital management.

• Collaborate with the Finance and Business teams to ensure comprehensive management information systems (MIS) and analytics are in place.

Investor Relations & Fund Raising

• Create investor presentations, earnings presentations, factsheets, and frequently asked questions (FAQs).

• Facilitate engagement with equity investors, private equity funds, lenders, and debenture holders.

• Support equity and debt fundraising initiatives through information memorandums, data rooms, and management presentations.

Rating Agencies, Board & External Interfaces

• Oversee interactions with credit rating agencies and monitor sensitivities and covenants related to ratings.

• Assist in the preparation of materials for Board and Committee presentations as well as in responding to stakeholder inquiries.

• Coordinate with bankers, advisors, and consultants regarding strategic and capital issues.

Key Skills & Competencies

• In-depth understanding of Housing Finance Company (HFC) and Non-Banking Financial Company (NBFC) business models and lending economics.

• Practical skills in financial analysis, forecasting, and business modeling.

• Proficiency in Excel and PowerPoint; experience with business intelligence tools like BI or Tableau is preferred.

• Capable of translating complex data into clear strategic narratives for investors.

• High sense of ownership with strong communication and stakeholder management abilities.

Qualifications & Experience

• CA or MBA (Finance or Strategy) from a Tier-1 institution; CFA designation preferred.

• 5-9+ years of experience in Strategy, Investment Banking, Financial Planning & Analysis (FP&A), Investor Relations, Rating Agencies, Private Equity/Venture Capital, or within HFC/NBFC sectors.

• Previous exposure to investors, fundraising activities, or interactions with rating agencies is highly advantageous.

Skills

Strategic Financial Planning

Investor Relations

Fundraising