Fund Analyst : AIF Cat-I

Getfive; Ahmedabad District; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Getfive Advisors Pvt Ltd. in Ahmedabad is seeking a detail-oriented Fund Analyst to support investment evaluation and portfolio monitoring. The role involves financial analysis, building models, and tracking portfolio performance.

The ideal candidate should have an MBA (Finance) or equivalent, along with 1–3 years of relevant experience. Strong proficiency in Excel and communication skills are essential.

Qualifications

• 1–3 years of relevant experience in finance-related roles.
• Strong understanding of financial statements.
• Attention to detail and analytical mindset.

Responsibilities

• Conduct financial analysis and due diligence.
• Build and maintain financial models.
• Perform industry research and market analysis.
• Monitor portfolio performance and key metrics.

Skills

Financial analysis

Valuation techniques

Proficiency in Excel

Communication skills

Education

MBA (Finance) / CA / CFA

Tools

Excel

PowerPoint

Job description

Name of the Organization – Getfive Advisors Pvt Ltd.

About the Organization

Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant Banking arm, the firm also manages an AIF focused on late-stage companies.

Role Overview

We are looking for a detail-oriented and analytical Fund Analyst to support investment evaluation, portfolio monitoring, and research activities within our AIF vertical.

Key Responsibilities

• Conduct financial analysis, valuation, and due diligence of investment opportunities
• Build and maintain financial models (DCF, comparable analysis, etc.)
• Perform industry research and market trend analysis
• Assist in investment memos, presentations, and IC notes
• Track and monitor portfolio performance and key metrics
• Support in fund strategy execution and reporting
• Coordinate with internal teams for data collection and analysis

Required Skills & Qualifications

• MBA (Finance) / CA / CFA (or pursuing)
• 1–3 years of relevant experience
• Strong understanding of financial statements and valuation techniques
• Advanced proficiency in Excel and PowerPoint
• Analytical mindset with strong attention to detail
• Good communication and presentation skills
• CIN: U70200GJ2023PTC144770
• GST: 24AAZCA4015F1ZQ
• Getfive Opportunity Fund -
  AIF Registration Number: IN/AIF1/24-25/1668