Associate - Investments and Corporate Development

About BhavinBhavin Turakhia is a serial entrepreneur and has founded multiple successful companies. His companies are unique in several ways - (1) all bootstrapped and self-funded (2) with an intense Focus on profitability (3) delivering High ROCE (4) serving Global Markets (6) in Enduring Categories (7) with Majority stake still owned by Bhavin.About the CompaniesZeta is a Next-Gen Banking Tech company that empowers banks and fintechs to launch banking products for the future. Its flagship processing platform - Zeta Tachyon - is the industry’s first modern, cloud-native, and fully API-enabled stack that brings together issuance, processing, lending, core banking, fraud & risk, and many more capabilities as a single-vendor stack. Zeta is actively working with the largest Banks and Fintechs in multiple global markets transforming customer experience for multi-million card portfolios. Zeta has over 1700+ employees - with over 70% roles in R&D - across locations in the US, EMEA, and Asia. We raised $50 million at a $2.0 billion valuation from Optum and other investors in 2025.Titan is the first customer-centric email suite created specifically for professionals and small business owners, with features designed to enable deeper, more meaningful relationships with customers. Available through leading web hosts, site builders, and domain registrars, Titan provides dynamic tools needed to effectively build customer relationships over email. In 2021, Titan received a $30M investment from Automattic, parent company of WordPress, Your Way, valuing Titan at $300M.Radix is one of the world's largest domain registries; and the owner of the most premium Top Level Domain extensions including .store, .inline, .tech, .online, .website, .site, .space etc. Radix is profitable, lean and was valued at over $1 billion.Neo is an AI-native work platform built by Bhavin, bringing work, knowledge management, and AI execution together into a single connected workspace so AI participates directly in everyday workflows rather than sitting beside them as a separate tool.About the RoleThe Associate Investments and Corp Dev will be a key member of the deal team working on strategic initiatives and due diligence on new investment and strategic opportunities. The role has a strong focus on private market investments and M&A, alongside financial modelling, project management, portfolio monitoring, and corporate development for Bhavin’s Office across all of his companies and portfolios, and multiple geographies globally (US, EU, India, Middle East and more). The role involves conducting in-depth financial and market analysis, competitive landscaping, and market sizing to inform investment decisions across the portfolio, with a particular emphasis on tech and fintech.ResponsibilitiesPrepare detailed financial models, valuation analyses, and data books to support investment decisionsAssist in financial due diligence and regulatory application processes for M&A transactionsCollaborate in the development of term sheets and other transaction documentsConduct comprehensive market research, deep dives, and competitive analysis in targeted sectorsSupport the preparation and presentation of market research findings and investment materialsPerform market sizing and develop insights into emerging trends and opportunitiesPortfolio monitoring: evaluate financial performance by reviewing monthly and quarterly financial and operational updates, comparing and analyzing actual results with plans and forecasts. Co-ordinate with portfolio company Management and external stakeholders (lawyers, bankers, regulators) to drive strategic initiativesTrain and mentor Analysts in the teamSkillsStrong financial modelling and valuation skills (vintage models, IRR, cohort analysis, etc)Advanced research skills with the ability to perform in-depth market analysis, sizing, and landscapingAnalytical and structured thinking to translate research insights into actionable recommendationsKnowledge of M&A transaction processes and due diligenceExcellent communication and quantitative skillsHigh proficiency in Microsoft Excel, PowerPoint and data analysis toolsHigh standards of accuracy and precisionExperience and QualificationsCA, CFA, or an MBA3–5 years of experience in investment banking, private equity, transaction/diligence advisory, corporate finance or other relevant fieldsExperience in financial modelling, valuation techniques, and data analysisPreferred: Exposure to the entire deal cycle end to end(Bonus) exposure to the fintech sector or similar high-growth industriesWhile the job appears to be with Neo, this role would be for Bhavin Turakhia's Family Office.