Financial Analyst

Job Post :- Financial Analyst & Client Relationship Manager

Experience :- 2-4 years

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 strong 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

• Semi-Qualified CA dropout or Qualified CA with minimum 1 year of experience post qualification.
• Working experience in financial services, banking, investment or client relationship roles
• Strong understanding of financial statements and business analysis
• Strong communication and follow-up skills