GetFive – Fund Analyst – Alternative Investment Fund – CA/CFA Getfive Advisors

The Corporate Institute; Ahmedabad District; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

The Corporate Institute in Ahmedabad is seeking a detail-oriented Fund Analyst to support investment evaluation, portfolio monitoring, and research within our AIF vertical.

You will build financial models, perform valuation, and prepare memos and IC notes. The role requires 4–6 years of finance experience, and strong Excel/PowerPoint skills. Join a fast-paced team committed to rigorous analysis and solid investment decisions.

Qualifications

• MBA/CA/CFA with 4–6 years of relevant experience.
• Strong understanding of financial statements and valuation techniques.
• Excellent Excel and PowerPoint skills.
• Ability to communicate and present investment insights clearly.

Responsibilities

• Conduct financial analysis, valuation, and due diligence of investment opportunities.
• Build and maintain financial models (DCF, comparables, 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 fund strategy execution and reporting.

Skills

Analytical mindset

Attention to detail

Communication and presentation skills

Education

MBA (Finance) / CA / CFA (or pursuing)

Tools

Excel

PowerPoint

Job description

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)
• 4-6 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

Preferred Traits:

• Curiosity towards markets and investment trends
• Ability to work in a fast-paced environment
• Strong ownership and problem-solving approach