Associate (Planning)

About the Role We are hiring an Associate for the Strategy & Planning Office — for someone who brings strong financial literacy, structured thinking, and the ability to convert complex business and technology inputs into crisp, investor-ready outputs. This is a hybrid role spanning fundraising support, strategic communication, AI-enabled research, and high-quality documentation. You will often be the coordination point for investors, bankers, and external partners. About the Reporting Manager – Member of the Board You will work directly with a Board Member who has built and scaled ventures across technology, consumer, and defence sectors. He works closely with investors, bankers, and leadership teams on strategy, valuation, organisational structuring, and long-term planning. This role gives you unprecedented exposure to multi-business strategy and investor-facing communication. About Intertech Group Intertech is a diversified engineering and manufacturing group delivering automation, robotics, and full-stack plant solutions across pharmaceuticals, food, cosmetics, and chemicals. Snapshot : - 650+ professionals - Six facilities across India - Exports to USA, Europe, CIS, and Asia - Proprietary in-house automation technologies - Strong roadmap involving investors, PE / VC firms, and banking partners What You Will Drive 1. Investor, Banking & External Coordination (30%) - Act as the coordination point with PE / VC firms, bankers, and advisors - Prepare investor briefs, follow-ups, and communication packs - Manage investor outreach, schedules, summaries, and WhatsApp / email updates - Understand the full fundraising cycle : SAFE, CCD, ESOPs, dilution, valuation, DD 2. Decks, Storytelling & Digital Assets (25%) - Build pitch decks, teasers, IMs, and strategic presentations - Use AI tools for research, structuring, and design - Convert technical / operational details into simple, strategic narratives - Maintain digital footprint, corporate materials, and media assets 3. Data Room, Documentation & Compliance (20%) - Build and maintain investor / banker data rooms - Coordinate with finance, legal, secretarial, and operations teams - Ensure compliance readiness for fundraising and strategic reviews - Maintain structured trackers and document libraries 4. Strategic Analysis, Research & First-Principles Work (15%) - Conduct deep dives on markets, competitors, and global benchmarks - Identify insights that influence strategy and positioning - Apply first-principles thinking to simplify problems and propose solutions - Prepare concise strategy notes and briefs for leadership 5. Leadership-Grade Communication & Support (10%) - Prepare structured briefs, talking points, and meeting summaries - Support the Board Member on cross-company priorities and special projects - Ensure clean documentation and follow-through across departments Non-Negotiable Qualities (Execution Standard) 1. Strong Financial & Fundraising Literacy Cap tables, SAFE / CCD, ESOP logic, dilution math, valuations, DD checklists, data rooms, investor memos. 2. Technical Comprehension + Translation Ability High-level understanding of APIs, architecture, AI / LLM concepts, ability to translate complexity into simple language. 3. Structured Thinking + First-Principles Problem Solving Framework clarity, ability to convert scattered inputs into clean, structured outputs. 4. Narrative & Storytelling Capability Pitch structure, “why now”, investor logic, concise writing. 5. High-Quality Research Ability Global benchmarks, regulatory shifts, TAM expansion, investor theses. 6. Intelligence + Ownership + Discretion Behaves like a Chief of Staff in training. Bias for action, confidentiality, reliability. 7. Communication & Stakeholder Coordination Investor communication, follow-ups, structured updates, professional representation. What You Bring - 1–3 years in investment research, banking support, consulting, FP&A, strategy, or investor relations - Ability to work with AI tools for research, writing, and design - Strong presentation building and narrative structuring skills - First-principles thinking and high-quality structuring - Ability to convert operational / technical inputs into strategic documents - High ownership, maturity, and discretion - Strong coordination and communication skills - Comfort working in fast-paced, multi-entity environments Compensation ₹12–15 LPA + performance-linked ESOP’s (as per company policy) Full-time | On-site (Gurgaon / Manesar) How to Apply Email your CV to Subject : Application – Associate (Strategy & Planning Office) Include 4–5 points explaining why you are a strong fit.