Mukul Bhatt, CFA, FRM

Experience

• 

  Modern Magnetics

  Jan 2015 - May 2017

  Director

  • Provided leadership, direction and management to the strategy, admin, and finance teams.• Provided strategic recommendations around the revenue generation avenues, cost cutting measures and investment vehicles to the Chairman.• Managed the processes for financial forecasting and budgets and overseeing the preparation of all records.• Established and developed relations with clients, external partners, and external stakeholders.

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  Indus Valley Partners

  Jun 2017 - Nov 2019

  Senior Associate- Strategy & Product

  Worked as a Fintech consultant to the buy-side firms to build superior, robust, and scalable financial products/ services that take investments processes and decision making closer to STP.• Worked in the product strategy and implementation team for Expense Manager and Cash Master by playing a part for the continuous product improvement as per the changes in global capital markets and regulatory standards, thereby reducing the financial, operational and the investments risks across the Private Equity, Pension Funds, Hedge Funds, Real Estate and Credit line of businesses providing solutions for Fund Expense & Management, Cash Management, Margin & Collateral Management, Securities Transactions, and Foreign Exchange Transactions.• Involved in preparing product strategy/ roadmap and direct dealing with clients for analyzing their requirements and implementation of the business requirements. Experienced working in an Agile (scrum methodology) environment with sprint cycles and tracking requirements on JIRA. Show less

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  PwC

  Dec 2019 - Jul 2022

  Assistant Manager- Valuations & Modeling

  • Managed engagements for the Australian territory for the business valuation, business impairments, intangible business valuations for management planning, M&A and financial reporting purposes.• Assumed a headship role in detailed financial modeling and valuation of infrastructure assets, complex securities including shared based plans, fixed income securities and financial derivatives.• Analysis of business transactions and market problems and preparing appropriate financial models and valuation reports. Show less

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  Deloitte

  Aug 2022 - now

  Manager- Valuations & Modeling