Hello! I'm Rohit
Dynamic and client-focused professional with solid experience in investment banking, venture capital, and strategy. Proven track record of executing strategic
M&A transactions, corporate strategy, fundraising, and driving financial strategies.
Highly skilled in data manipulation and visualization tools, relationship management, and financial modeling.
Seeking to leverage my financial acumen and analytical skills in a cross functional investor-facing role within a high growth environment.
EXPERIENCE
08/2023 – Present
Finance Analyst
CEO Office, Cargiant Ltd, London
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Spearheading business strategy for a £1.3bn real estate portfolio and automotive business.
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Developed & implemented 7+ risk mitigation strategies, strengthening governance and financial control.
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Led capital budgeting & corporate finance projects, identifying opportunities to optimize shareholder value.
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Designed an automated financial model to enhance business performance tracking, incorporating dynamic pricing structures, competitor analysis, and efficiency metrics.
01/2023 – 06/2023
Finance Analyst
Plum Fintech Ltd, London
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Led financial modeling for Series B fundraising, preparing pitch decks and engaging strategic investors.
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Revamped the company’s cash flow and revenue forecasting models, enhancing visibility on cash runway and long-term growth.
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Improved KPI tracking accuracy by 55%, restructuring financial reports and data analytics processes.
01/2022 – 01/2023
Associate
CEO Office, FNZ Ltd, London
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Conducted investment analysis & due diligence for corporate acquisitions and strategic investments.
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Led a 6-member developer team, translating financial and operational requirements into automated dashboards for executive decision-making.
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Developed Balanced Scorecards to track key performance metrics and streamline board reporting.
03/2021 – 01/2022
Investment Associate
King’s Angel Network, London
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Executed company analysis, market research, and DCF valuations for venture capital investments.
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Assessed capital structures, regulatory risks, and competitive landscapes to identify high-potential startups.
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Published a White Paper on Fintech Venture Capital trends and disruptive investment opportunities.
05/2019 – 12/2020
Investment Banking Analyst
Barclays Investment Bank – Global Markets, Mumbai
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Managed risk & treasury operations for Barclays' Prime Brokerage business, ensuring regulatory compliance and capital efficiency.
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Developed an SQL-based risk tracking system, significantly improving market exposure monitoring and client risk assessment.
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Led margin requirement analysis & stress testing, ensuring the bank’s hedge fund clients met financial obligations under volatile market conditions.
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Conducted detailed NAV calculations & P&L tracking for structured products, including derivatives, equities, IRS, CDS, and fixed income.
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Designed a real-time interest rate risk exposure mapping tool, facilitating live tracking of P&L and delta values across multiple asset classes.
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Collaborated with global stakeholders, including clearing houses, dealers, hedge funds, and institutional investors, ensuring smooth trade execution and compliance with risk frameworks.
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Played a key role in automating regulatory reporting, reducing turnaround time for compliance filings and enhancing reporting accuracy.
2020
Structured Finance Intern
Siemens Financial Services, London
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Assisted in financial structuring & risk assessment for high-value investment projects across infrastructure and technology sectors.
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Developed credit risk models & due diligence frameworks for investment opportunities.
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Conducted in-depth market research & financial feasibility analysis for project financing deals.
05/2016 - 07/2018
Co-Founder
Think. Explore. Create. (T.E.C), Mumbai
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Conducted workshops on emerging technologies, bridging gaps in the education sector.
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Led initiatives on application-based projects, hands-on experiences, and mental health awareness
EDUCATION
2021 - 2022
MSc Banking and Finance
2014 - 2019
B.Tech + MBA
King’s College London
Mukesh Patel School of Technology & Management
ACCREDITATION
2023-2024
CFA Level-III Candidate
2018
KPMG Lean Six Sigma Green Belt
CLIENTS
SKILLS
Financial Modeling
Investment Strategy
SQL
Risk Analysis
Structured Finance
Power BI
Tableau
Python
Book a call with me
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