Financial Analyst (CA Qualified)

Name of the organization – Getfive Advisors Pvt Ltd.
About the organization
Getfive is a SEBI registered merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO as well as fund raising through Private Equity and Debt. Along with the merchant banking division, the firm has also launched AIF – CAT 1.
Job Location: Ahmedabad (Work from office)
Address: 5th Floor, Motilal Oswal Tower, Opp. Zion Z1 tower, Sindhubhavan Rd, Thaltej, Ahmedabad, Gujarat.
Reporting To: Business Head
Role Overview
We are looking for a proactive and detail-oriented professional to support financial analysis for pre-IPO opportunities and manage existing client relationships. The role requires strong understanding of financial evaluation along with strong follow-up skills in a merchant banking environment.
Key Responsibilities
Assist in analysis and evaluation of pre-IPO investment opportunities, including review of financials and business models.
Track deal progress and support internal coordination with relevant teams.
Prepare summaries, reports, and internal notes for decision-making.
Maintain relationships with the existing network of financial consultants.
Ensure continuous follow-up with existing clients to track opportunities and ongoing engagements.
Track and monitor deal pipeline, investor interest, and transaction progress.
Skills & Qualifications
CA Qualified with minimum 1 year of experience in analysis of investment opportunities or credit rating.
Strong understanding of financial statements and business analysis of different industries (e.g.: agriculture, construction, manufacturing, finance, technology, transportation)
Strong communication and follow-up skills is a must
Ability to handle client facing role

Work arrangement
No