Aditya Lahoti
Private Equity Associate - RIS | CFA L1 | CFP | MBA - Banking & Financial Services
- Role
- Associate - Research and Investment Services at Leading Financial Services Inc
- Location
- Pune District, MH, IN
- LinkedIn followers
- 500 followers
About Aditya Lahoti
Aditya has completed his MBA in Banking and Financial Services from T. A. Pai Management…
Experience
Associate - Research and Investment Services
Leading Financial Services Inc
Oct 2022 — Present · Pune, IN
Collaborated with investment teams of one the world’s leading private equity firms which manages over $500 billion in AUM to evaluate potential targets, conducting in-depth due diligence across diverse geographies- Assisted clients with various deal-related activities, including due diligence, creating presentation decks, list-building exercises, Excel analysis, database creation, financial and KPI spreading models, industry research, financial modeling, transaction and trading comparisons, as well as LBO and M&A models- Operated in a sector-agnostic role, collaborating across product groups to deliver tailored insights and analyses while gaining exposure to sectors such as FIG, Industrials, Retail and Consumer, Real Estate, and TMT- Led and managed a team of 3-5 Analysts and an Associate to produce high-quality deliverables for clients, ensuring that all outputs met rigorous standards- Managed end-to-end relationships with the client working closely with the client team daily on projects, and connecting over regular calls to build the relationship further- Engaged in intensive on-the-job training and learning opportunities to enhance professional skills- Skills developed: Project management, Team leadership, Research and analytical skills, Database management expertise, Advanced Excel and presentation skills
Education
Financial Planning Standards Boards - FPSB
CFP - Certified Financial Planner
2016 — 2017
CFA Institute
CFA
2017
St. Sebastain Goan High School
SSC Boards
2009 — 2010
University of Mumbai
Bachelor of Commerce (BCom)
2013 — 2015
Kishinchand Chellaram College of Arts Commerce and Science
Commerce
2010 — 2012
Trading Campus
Live Trading Strategies
2018 — 2019
T.A.PAI MANAGEMENT INSTITUTE
Master of Business Administration - MBA
2019 — 2021
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.