Founder's Office-Associate

4 days ago

Greater Bengaluru Area, India Xpertiz Full time

Company OverviewXpertiz Systems Private Limited is a boutique investment banking and strategic advisory firm, specializing in Capital Raising, Mergers & Acquisitions (M&A;), and Strategic Business Consulting. We partner with high-growth startups and established companies across diverse industries, helping them achieve their strategic and financial goals. Our focus lies in regulated sectors where we bring a long-term perspective, in-depth industry insight, and a commitment to quality execution and relationship-driven outcomes.Role OverviewWe are seeking a dynamic professional to join the Founder's Office at Xpertiz. This role offers an unparalleled opportunity to work directly with the Founder and senior leadership on strategic planning, business operations, financial analysis, and special projects. The position demands a strong analytical mindset, attention to detail, and the ability to manage cross-functional initiatives in a fast-paced environment. You will play a critical role in driving strategic initiatives, optimizing internal processes, and supporting decision-making at the leadership level.Key Responsibilities• Support the Founder in strategic planning, business reviews, and execution of growth initiatives.• Conduct market research, competitive benchmarking, and financial analysis to generate actionable insights.• Track key business metrics, prepare dashboards, and assist in data-driven decision-making.• Draft investor presentations, board decks, and strategic documents for internal and external stakeholders. • Coordinate cross-functional projects and ensure alignment across teams for timely execution.• Provide analytical and operational support for fundraising, partnerships, and M&A-related, activities.• Manage special assignments involving financial modeling, budgeting, and business process improvement.Required Skills & CompetenciesMust-Have:• Strong analytical and problem-solving skills with proficiency in MS Excel and PowerPoint.• Excellent communication, presentation, and stakeholder management abilities.• High degree of ownership, integrity, and attention to detail.• Ability to multitask and perform effectively under pressure. Good-to-Have:• Prior experience in consulting, investment banking, corporate strategy, or business analysis.• Understanding of financial statements, valuation concepts, and business models.• Exposure to project management tools and data visualization platforms.Eligibility Criteria• Bachelor's or master's degree in business, Finance, Economics, or a related discipline.• 2–5 years of relevant experience in an analytical, consulting, or strategic role.• Proven ability to manage multiple stakeholders and handle confidential information with discretion.Why Join Us?• Opportunity to work closely with the Founder and senior leadership on high-impact initiatives.• Exposure to strategic decision-making, business growth, and transaction execution.• Collaborative, entrepreneurial, and growth-oriented work environment.• Steep learning curve with multi-functional exposure across business, finance, and strategyNOTE: "Only candidates with relevant experience in PE/VC and Investment Banking domains are invited to apply."

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