Financial Analyst & Client Relationship Manager (IPO/Merchant Banking) | Semi-Qualified & Qualified CA (Ahmedabad)

Financial Analyst & Client Relationship Manager (IPO/Merchant Banking) | Semi-Qualified & Qualified CA (Ahmedabad)

19 Aug
|
GetFive
|
Ahmedabad

19 Aug

GetFive

Ahmedabad

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)

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

- Master’s 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
- Strong communication and follow-up skills

📌 Financial Analyst & Client Relationship Manager (IPO/Merchant Banking) | Semi-Qualified & Qualified CA (Ahmedabad)
🏢 GetFive
📍 Ahmedabad

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