Job Description : Fund Analyst - AIFOrganization : Getfive Advisors Pvt Ltd.Location: Mumbai, India
About Getfive Advisors Pvt Ltd.
- Getfive Advisors Pvt Ltd.is a SEBI registered Category I Alternative Investment Fund (AIF).
- Complementing its fund operations, the Getfive group also encompasses a prominent merchant banking firm with offices in Mumbai and Ahmedabad.
- The firm specializes in Initial Public Offerings (IPOs) and comprehensive fundraising solutions, including Private Equity and Debt financing, catering to a diverse clientele.
- At Getfive, we are committed to delivering exceptional financial services and fostering a dynamic work environment.
Role Summary
- Getfive Advisors Pvt Ltd. is seeking a highly motivated and skilled Fund Analyst to join our Alternative Investment Fund (AIF) team.
- This role is integral to the fund's investment process, involving in-depth financial analysis, market research, and active participation in the entire investment lifecycle from due diligence to post-investment monitoring and investor relations.
- The ideal candidate will possess strong analytical capabilities, a keen understanding of financial markets, and the ability to thrive in a fast-paced, collaborative environment.
Reporting Structure: This position will report directly to the Fund Manager - AIF.
Key Responsibilities
As a Fund Analyst - AIF, your responsibilities will include, but are not limited to:
- Investment Due Diligence: Conduct comprehensive due diligence on prospective investment opportunities, encompassing rigorous financial analysis, in-depth market research, competitive landscape assessment, and operational evaluations to identify risks and opportunities.
- Investment Recommendation: Prepare detailed investment memos and present well-researched recommendations to the Investment Committee, articulating investment rationale, potential returns, and risk mitigation strategies.
- Market & Competitive Research: Continuously monitor and analyze industry trends, economic indicators, and the competitive landscape within the AIF sector to identify new opportunities and inform investment decisions.
- Investor Reporting: Take ownership of the preparation and timely delivery of accurate and insightful monthly, quarterly, and annual investor reports, ensuring transparency and clear communication of fund performance.
- Transaction Coordination: Liaise and coordinate effectively with external stakeholders such as Custodians, Brokers, and Banks to ensure the seamless and efficient execution of all market transactions and investment activities.
- Investor Relations Support: Assist in communicating with existing and potential investors, managing subscription and redemption processes, and supporting the Relationship Manager in fostering strong investor relationships.
- Investment Strategy Implementation: Actively participate in implementing the fund's defined investment strategy and contribute to the effective management of its investment activities in line with objectives.
- Portfolio Monitoring & Review: Conduct regular reviews of investments executed by the fund, assess their performance against benchmarks, and provide quarterly comprehensive reports to the Investment Committee.
- Ancillary Support: Undertake any other related ancillary work or special projects as required to support the overall operations and objectives of the Post-Graduation is compulsory (MBA in Finance from a Tier-1 college / Chartered Accountant (CA) qualification).
Experience: Minimum of 3 years of relevant experience in the financial services industry, preferably within fund management, investment banking, private equity, or a related field.
- Technical Skills: Proficient in advanced financial modelling, various valuation techniques (e. , DCF, multiples), and comprehensive due diligence processes.
- Soft Skills: Strong analytical acumen, excellent communication and presentation skills, and the ability to work effectively and collaboratively in a dynamic, fast-paced, and high-pressure environment
(ref:iimjobs.com)
