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.
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 robust 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 :
• Masters degree in Finance, Commerce, or a related field
• 1–4 years of experience in financial services, banking, investment or client relationship roles
• Strong understanding of financial statements and business analysis