Lalith Kumar Kattika

Lalith Kumar Kattika

Financial Analyst

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location of Lalith Kumar KattikaBudapest, Budapest, Ungheria

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  • Timeline

  • 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 - 2014
      Bachelor of Technology (B.Tech.) ENGINEERING
    • CEU Business School

      2017 - 2018
      Master of Science (M.Sc.) Finance, General
  • Experience

    • TransGraph Consulting Pvt. Ltd.

      Jun 2015 - Nov 2016
      Financial Analyst

      Analyst in Commodity Trading Markets providing trading strategies Commodities Procurement Advisor Consultant in commodity business projects

    • Morgan Stanley

      Jun 2017 - Jun 2020

      Monitoring 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 2020
      • Student Intern

        Jun 2017 - Dec 2017
    • Citi

      Jun 2020 - Nov 2022
      Assistant Vice President

      Finance-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 - now
      Investment 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 Learning
      Mar 2024
    • CFA Institute Research challenge

      CFA Institute
      View certificate certificate
    • Chartered Financial Analyst (CFA) - Level 1

      CFA Institute
      Jan 2022
      View certificate certificate