Jitendra Rathi
Senior AVP at Wells Fargo | Debt Capital Markets (Corporate & Investment Banking)
- Role
- Sr AVP at Wells Fargo
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Jitendra Rathi
Finance professional with close to 12 years of varied experience in Investment Banking | Converting the Pilot projects to BAU | Pitch Books | Credit Opinionated Reports and Credit Papers | Financial Research & Analysis | Modelling & Report writing | Cash Flow Analysis | Accounts Finalization | Auditing | MIS Reporting | Portfolio Management1. Team Leadership & Client Relationship Management: Proven ability to manage teams and build strong client relationships, ensuring successful project outcomes2. Pilot Projects to BAU Transition: Experienced in managing pilot projects and successfully converting them into Business As Usual (BAU) operations3. Quick Learner: Adapt at grasping new concepts quickly and utilizing them effectively for productive outcomes4. Financial Analysis & Strategy: Expertise in financial statement analysis, evaluating strategic opportunities, and applying valuation methodologies to guide decision-making5. Credit Profile Metrics: In-depth understanding of key metrics affecting company credit profiles6. End-to-End Financial Modelling: Hands-on experience in building financial models, preparing investment notes, and producing comprehensive research reports. Proficient in analysing quarterly and annual earnings, summarizing earnings conference calls7. Financial Reporting & Management: Skilled in accounts finalization, MIS reporting, establishing new payroll structures, ensuring timely statutory payments, and setting up finance teams to support organizational goals
Experience
Sr AVP
Sep 2021 — Present · Bengaluru, IN
Leadership & Team Collaboration: Lead a 4-member team, collaborating with US and EMEA-based teams in Loan Syndication, Loan Origination, High Yield Capital Markets and SAF2. Pitch Book & Client Presentations: Prepare comprehensive pitch books, including company & industry overviews, covenant and rating agency analysis, capital structure evolution and credit analysis for deal structuring3. Client Advisory & Strategy: Prepare meeting pages for client treasury discussions, advising on ideal RCF size and bank group based on peer set analysis and methodologies4. End-to-End Deal Execution: Involved across live deals, from origination to execution, with post-deal analysis and strategic recommendations5. Financial Health Analysis: Create detailed company profiles focusing on financial health, including historical performance, broker recommendations, and projections6. Market Opportunities: Explore strategic opportunities for investors in Loan Syndication and High Yield primary markets7. Talent Development & Hiring: Actively engage in campus and lateral hiring initiatives, contributing to the recruitment process within the Corporate and Investment Banking vertical
Education
University of Calcutta
Bachelor’s Degree, B.COM (Hons.) from Seth Anandram Jaipuria College, Kolkata
2007 — 2010
W.B.B.S.E. from Shree Maheswari Vidyalaya, Kolkata
Secondary School
2005
The Institute of Company Secretaries of India
Company Secretary
2007 — 2012
W.B.C.H.S.E. from Shree Jain Vidyalaya, Kolkata
High School
2005 — 2007
The Institute of Chartered Accountants of India
Chartered Accountants
2007 — 2012
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