Siddhant Rathi
CFA L2 Cleared | Deloitte USI | BMS Graduate From Mithibai College | Aspiring Investment Professional | Actively Seeking Opportunities in Finance & Strategy
- Role
- Audit Assistant at Deloitte
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Siddhant Rathi
BMS graduate from Mithibai College with a strong foundation in finance and investment analysis. Cleared the CFA Level II exam (November 2025), with strong exposure to valuation, financial reporting, portfolio management, and ethical investment practices.Currently an Audit Assistant at Deloitte USI, supporting audits for private equity and hedge fund clients, with hands-on experience in valuation testing, NAV analysis, investment verification, and financial statement review.Previously gained experience through finance internships involving Excel based financial analysis and research under tight deadlines. Analytical, detail-oriented, and keen to build a career in investment banking or private equity.Let’s connect if you’re into finance, entrepreneurship, or making ideas happen.
Experience
Audit Assistant
Sep 2025 — Present · Pune, IN
Audit role in the investment management domain, specialising in private equity and hedge funds• Performed audit procedures to verify valuation, investment existence, and fair presentation of fund financials.• Analysed investment portfolios, capital commitments, and NAV calculations to ensure compliance with accounting standards.• Assisted in reviewing financial statements, footnotes, and disclosures for accuracy and completeness.• Coordinated with cross-functional teams to resolve data discrepancies and streamline audit workflows.• Prepared working papers and documentation supporting audit conclusions within project deadlines.
Education
Internshala Trainings
Advance Excel
Internshala Trainings
Financial Modeling and Valuation Certification Course, Financial Modeling and Valuation
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