Financial Analyst & Client Relationship Manager Ipo/merchant Banking Semi Qualified & Qualified Ca Ahmedabad (India)

Financial Analyst & Client Relationship Manager Ipo/merchant Banking Semi Qualified & Qualified Ca Ahmedabad (India)

22 Aug
|
GetFive
|
India

22 Aug

GetFive

India

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 skilled to support financial analysis for pre-IPO opportunities and manage existing client relationships. The role requires solid 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 (India)
🏢 GetFive
📍 India

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