Paritosh Satia

SVP, Technology Banking @Bank of America

San Francisco, CA, US
EMAILS
p••••••••@bofa.com
MOBILE NUMBERS
+12•••••••12

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WORK HISTORY

Mar 2022 — Present

SVP, Technology Banking @Bank of America

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San Francisco, CA, US

Originate, develop and manage relationships with VC/PE backed and publicly traded companies ($50mm -$5b revenue)(Enterprise Software, Market Place and InsurTech)- Advise C-Suite on capital structure, hedging, investments, and treasury management solutions- Drove hiring/mentoring strategy- National Business Development Lead- National InsurTech Coverage Lead.

EDUCATION

N/A

Saïd Business School, University of Oxford

Oxford Blockchain Strategy Programme, Executive Education - Business and Technology Strategy

N/A

Central Board of Secondary Education

High School

N/A

Case Western Reserve University

MBA, Banking and Finance

N/A

The International School of Kuala Lumpur

High School Diploma

N/A

University of Mumbai

Master/Bachelor Degree, Advanced Accounting

N/A

Wharton Online

Fintech Program, Foundations & Applications of Financial Technology

SKILLS

EquitiesMergers & AcquisitionsCredit RiskDodd-FrankEquity ResearchDerivativesFinancial AnalysisStructured FinanceHedge FundsInvestmentsCommodityForecastingBankingRisk ManagementFinanceCreditFinancial ModelingFixed IncomeAsset ManagmentBloombergFinancial RiskAsset ManagementUnderwritingValuationInvestment BankingPrivate EquityCorporate FinanceCrmPortfolio ManagementLoans

ABOUT PARITOSH SATIA

Finance & Strategy Professional with more than 20 years of experience in Banking, Investment Management, FinTech/InsurTech & Information Services IndustriesSkills include, but not limited to: Cultivating executive relationships/originating new logos/building & growing businesses/mentoring talentFormulating investment strategy/presenting investment recommendations/structuring financing & negotiating transactions/valuing early stage companies/constructing fundraising strategiesOverseeing investment professionals/managing stakeholder relationships (investors, clients, regulators and external asset managers)Strategic & financial analysis expertise: spans issuers across various asset classes (corporate, municipal and sovereign issuers). Analyzed companies• in various sectors (experience in financial institutions, enterprise software, fintech/insurtech and commodity related sectors)• across the risk spectrum (investment grade, distressed and startup)• in different market segments large corporate, middle-market and early stage companies)Application Specialties: Bloomberg • Factset • Moodys Risk Frontier • Moodys Credit Edge • Advanced Excel • SQL (Oracle)Interests: InsurTech /AI/ESG

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