Chintan Lotiya

Experience

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  Reserve Bank of India (RBI)

  May 2014 - Jun 2014

  Summer Intern

  - Financial performance of corporates and predicting the risk of bankruptcy.- Research and credit risk analysis on select manufacturing sector companies.

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  FactSet

  Jun 2015 - Aug 2017

  Consultant - Investment Banking

  - Manage key client accounts across multiple workflows -> Equity Research, Investment Banking & Private Equity- Collaborate with the sales team on delivering pitches for new business opportunities along with managing an existing client base- Conduct training sessions, build financial models, presentations and optimize client workflows

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  NatWest Group

  Sept 2017 - Jul 2019

  Senior Analyst - Investment Banking

  Rating Advisory Desk- S&P, Moody's and Fitch Ratings Advisory to EMEA and NA clients- Origination and execution of Ratings Advisory mandates and deals- Prepare presentation materials to advise clients on indicative rating views, first time rating, Rating Agency Presentation (RAP), peer analysis, credit positioning highlighting key strengths and risk mitigants- Financial modelling (merger model) with scenario analysis for debt headroom and acquisition capacityPrivate Placement Desk- Prepare bespoke client pitchbooks, response to Request for Proposals (RfP’s) and other internal documents for transaction origination and execution- Assist with structuring transactions in terms of instrument, pricing, tenor, currency, target investors based on comparable transactions and existing market conditions- Successfully worked on multiple private placement transactions in the Education and Housing Association space, responsibilities include:* Key role in generating timely private placement pricing updates before and after winning the mandate* Preparation of the Investor Presentation / Investor Memorandum* Leading & coordinating discussions with various teams to complete all the business process documents post winning the mandate such as conflict clearance, KYC, underwriting form and sanctions approval* Participate in bids & allocation, pricing calls with issuer and investors* Prepare deal summary with key takeaways post execution of the transaction to be circulated amongst existing clients and prospective issuers Show less

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  Bloomberg

  Jul 2019 - now

  Asset Managers, Asset Owners & Family Offices Specialist in Equity, Portfolio Management Solutions and Quantitative Analytics

  • Head of Sales for Buyside & Brokers

    Dec 2024 - now

  • Enterprise Relationship Manager, Buyside

    Jan 2022 - Dec 2024

  • Account Manager

    Jul 2020 - Jan 2022

  • Financial Products Analytics

    Jul 2019 - Jun 2020