Saket Lohia
Ex-JP Morgan || Investment Banker || Portfolio Manager || Financial Architect || Investor Relations Associate || FP&A Manager
- Role
- Financial Planning and Analysis Manager at Citi
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Saket Lohia
Hi, I am Saket Financial Planning & Analysis Manager with Citi. I had been good in academics since my childhood, being eldest in my family has taught me values of Responsibility and People Management since a very early age. I have completed my post-graduation: Master of Business Administration in Finance from (MBA-Finance) from ICFAI Business School - Hyderabad and Graduation: Bachelor of Engineering in Computer Science (BE Computers) from Mumbai University. I have cleared all three levels of the CFA Examination in June 2018 Part of Investment Banking for a start-up, prepared Information Memorandum for clients, and led in due diligence for clients Managed Portfolio for a Family Office worth Rs. Cr, and Led a team of Accounts and Legal professionals, for managing the Family Office. Successfully acquired Pre-Leased Asset for the client, including Financial & Legal Due Diligence. Part of Investor Relations Team for Syntel. Actively involved in preparing Quarterly Earnings Collaterals for the Leadership Team, and managing the Quarterly Call for the Leadership Team with the investors. performed Peer Analysis for the Leadership Team and prepared Decks for Leadership Team, and the investors as well. Part of Corporate Finance Group, helping in costing and Pricing Functions, and building models for Costing of Fixed Price Deals and Time and Material Rate Cards. Actively assisting in Financials for various RFP\'s. Part of FP & A process of Citi, helping in forward looking cycles for Australia Country. Involved in detailed Outlook & Budgeting process for Australia Country. Managing expenses and Revenue products for the country team
Experience
Financial Planning and Analysis Manager
May 2021 — Present · Mumbai, IN
Education
IBS Hyderabad
MBA, Finance
2010 — 2012
CFA Institute
cleared all three levels of CFA
2015 — 2018
Mumbai University
Bachelor of Engineering (BE), Computer Science
2005 — 2009
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