GetFive - Fund Analyst - Alternative Investment Fund - CA/CFA

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