
Lalith Kumar Kattika
Financial Analyst

Connect with Lalith Kumar Kattika to Send Message
Connect
Connect with Lalith Kumar Kattika to Send Message
ConnectTimeline
About me
Portfolio Management Associate - Portfolio Managment Group (Multi Asset Strategies) ♦ Financial Markets ♦ Portfolio Management ♦Investments ♦Aladdin♦ESG♦ SQL ♦Data Analysis
Education

Hyderabad public school
-
Indian Institute of Technology, Guwahati
2010 - 2014Bachelor of Technology (B.Tech.) ENGINEERING
CEU Business School
2017 - 2018Master of Science (M.Sc.) Finance, General
Experience

TransGraph Consulting Pvt. Ltd.
Jun 2015 - Nov 2016Financial AnalystAnalyst in Commodity Trading Markets providing trading strategies Commodities Procurement Advisor Consultant in commodity business projects

Morgan Stanley
Jun 2017 - Jun 2020Monitoring and Mitigating credit risk in the firmDevelopment of credit risk reports to risk policies and regulatory standardsPreparation and submission of regulatory reportsData quality maintainance of three asset classesUpgradation projects in Risk management frameworks Credit Risk InternMonitoring and Mitigating credit riskDevelopment of credit risk reports to risk policies and regulatory standards
Credit Risk Management
Jan 2018 - Jun 2020Student Intern
Jun 2017 - Dec 2017

Citi
Jun 2020 - Nov 2022Assistant Vice PresidentFinance-Engaged in the remediation of PRA fine to Citi-Remediation of EUCs (End user computing)-Design, implement and maintain the remediation framework-Reengineering and optimization of reporting processes-Mitigate the risks and improve controls in the process-Provide tactical solutions in Finance department

BlackRock
Dec 2022 - nowInvestment Associate-Provide and advocate Investment advice information to clients-Resolve and answer queries for clients on portfolio investment decisions-Coordinate and build investment guidelines with clients and internal stakeholders -Support the onboarding of new clients from investment perspective-Meet with current and potential clients to present and explain the portfolio strategies
Licenses & Certifications

MiFID II Knowledge & Competency
Fitch LearningMar 2024- View certificate

CFA Institute Research challenge
CFA Institute - View certificate

Chartered Financial Analyst (CFA) - Level 1
CFA InstituteJan 2022
Languages
- teTelugu
- hiHindi
- enEnglish
Recommendations

Noel freitas, bcre-pro
Development Manager at SPCA Monterey CountyMarina, California, United States
Neha gogawale
Health Data Officer at University of LeicesterUnited Kingdom
Aykut çeli̇k
Project Sales Manager/MBA/PMPIstanbul, Istanbul, Türkiye
Swarupa mukherjee
Driving Operational Excellence | Talent Acquisition | IT / Non IT Permanent, Contract Staffing(Domes...West Bengal, India
Mayank trivedi
..Mumbai, Maharashtra, India
Elizabeth fullerton
Implementation Project Manager at FlowhubFort Collins, Colorado, United States
Léa g.
Senior Partner Manager @ Nosto 🚀 ⭐ | Personalization, CRO, Search for E-commerceParis, Île-de-France, France
Shongwe sipho
Operations Manager at HCL TechnologiesGauteng, South Africa
Isaac brasil oliveira
Asp.Net Core • C# • SQL• ReactJs • React Native • TypeScript • NextJs • Strapi • FlutterGoiânia, Goiás, Brazil
Katta rachana
Application development senior Analyst(PEGA Developer)Andhra Pradesh, India
Mashanyare f
Relationship Manager at Stanbic Bank ZWZimbabwe
Roger haggerty
President/owner at Haggerty PoolsNorwalk, Connecticut, United States
Kelli witherington, mba, cpcu, asli, ait
Assistant Vice President - Underwriting Product Development at Atlantic Casualty Insurance Co.Goldsboro, North Carolina, United States
Zhi yan guo
Financial Planning Manager at Autoliv中国 上海市
Carlos yxquiac
DIRECTOR, PM, PROFESIONAL MBA, ING CIVILMixco, Guatemala, Guatemala
Kaitlyn brown, bsc, ept
Wetland Monitor for Birds and Amphibians at Birds CanadaWindsor, Ontario, Canada
Phila dosi
|| Software Developer ||. . .|| BSc Computer Science ||. . . ||BSc (Hons) Computer Science ||City of Johannesburg, Gauteng, South Africa
Mario cappello
Technical Director bei eurogard GmbHKreuzau, North Rhine-Westphalia, Germany
Isabel chao rodriguez
Brand Manager | Marketing and Sales Strategists | Real Estate Specialist | Costumer Services Relatio...Playa del Carmen, Quintana Roo, Mexico
Noah marek pt, dpt, ocs
Physical TherapistBeaverton, Oregon, United States
...