Job Description

KEY RESPONSIBILITIES

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1. Strategic Planning & Business Development

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- Partner directly with the Founder to define, articulate, and operationalize the Group's strategic priorities across business verticals.
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- Conduct rigorous market research, competitive intelligence, and chance assessment to support new market entry, product development, and investment targeting.
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- Translate high-level strategic direction into structured execution roadmaps with clearly defined milestones, owners, and success metrics.
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- Identify white-space opportunities and emerging trends that align with the Group's investment thesis and growth objectives.
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2. Financial Modelling & Investment Analysis

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- Build and maintain detailed financial models to evaluate new business opportunities, M&A; targets, partnerships, and capital allocation decisions.
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- Develop comprehensive business cases, investment memoranda, and scenario analyses to support executive decision-making.
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- Conduct valuation work including DCF, LBO, comparable company analysis, and precedent transaction analysis as required.
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- Track portfolio performance metrics and provide regular reporting against strategic and financial targets.
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3. M&A; Support & Transaction Execution

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- Support end-to-end M&A; processes including origination, due diligence coordination, financial modelling, and post-acquisition integration planning.
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- Prepare deal summaries, term sheet analysis, and investment committee materials for the Founder and senior advisers.
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- Coordinate with external advisers — legal, financial,



and sector specialists — to ensure efficient and well-governed transaction execution.
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4. Cross-Functional Execution & Project Management

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- Serve as the connective tissue between the Founder's Office and internal functions including Finance, Legal & Compliance, HR, and Business Unit leadership.
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- Drive strategic projects from inception through delivery, maintaining accountability for timelines, quality, and stakeholder alignment.
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- Identify operational inefficiencies and develop pragmatic recommendations for improvement across the Group's portfolio entities.
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5. Executive Stakeholder Engagement & Communications

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- Prepare high-quality executive presentations, board materials, investment briefs, and management dashboards for leadership and external audiences.
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- Act as a credible and discreet representative of the Founder's Office in interactions with investors, partners, and senior advisers.
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- Support investor relations activity, including preparation for investor meetings, due diligence packs, and strategic communications.
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6. Performance Monitoring & Business Insights

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- Develop and maintain KPI frameworks and management reporting structures to provide the Founder with timely, actionable business intelligence.
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- Monitor macroeconomic developments, sector dynamics,



and portfolio performance to surface risks and opportunities proactively.
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Essential

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- 6–10 years of progressive experience in M&A; advisory, strategy consulting, corporate finance, or a founder's/CEO's office within a high-growth or complex multi-entity environment.
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- Demonstrably strong financial modelling capability — proficient in building integrated three-statement models, DCF, LBO, and scenario/sensitivity analysis from scratch.
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- Track record of managing and delivering complex, cross-functional projects with significant commercial stakes.
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- Prior exposure to M&A; processes — whether in an advisory or principal capacity — including due diligence, deal structuring, and execution.
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- Exposure of listed company experience in India, with Tech/IT/Cybersecurity etc.
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- Educated to degree level in Finance, Economics, Business, or a related discipline; an MBA or ACA/CFA qualification is highly advantageous.
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- Comfortable operating with high levels of confidentiality and personal accountability.
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Preferred

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- Background in Big 4 Transaction Services, bulge-bracket or boutique investment banking, top-tier strategy consulting (MBB / Big 4 Strategy), or a principal investing environment.
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- IT/ITES/Tech/Cyber Security background is essential.
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- Experience operating in or alongside a founder-led or family office environment.
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- Exposure to multi-sector investment portfolios or conglomerate business models.
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- Familiarity with the UK regulatory and corporate governance landscape.
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📌 Head of Strategy (Mumbai)
🏢 CAPEON
📍 Mumbai