Lalit Patil Email and Phone Number
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Lalit is currently a Risk Associate on JP Morgan's Wealth Management Custom Underwriting team.He previously worked in Citi's Internal Risk Management team, where his key responsibilities included documenting periodic risk assessments and supporting the business coverage team with live transactions for a portfolio of large corporates.Lalit also completed a three-year articleship at Khimji Kunverji & Co., a CA firm, in the audit team. His responsibilities included ensuring financial and legal compliance, reviewing internal controls, documenting audit tests and findings, and preparing final audit reports.Lalit is a Chartered Accountant and holds a degree in Commerce from Mumbai University (N.M. College).
J.P. Morgan
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Associate (Custom Underwriting)J.P. Morgan Jan 2024 - PresentMumbai, Maharashtra, India
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Asset & Wealth Management Analyst (Custom Underwriting)J.P. Morgan Sep 2022 - Dec 2023Mumbai, Maharashtra, India
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Credit & Portfolio Risk Analyst IiCiti Jan 2022 - Aug 2022Mumbai, Maharashtra, India -
Credit & Portfolio Risk Analyst ICiti Nov 2019 - Dec 2021MumbaiPart of Citi's Risk management team, involved in credit analysis of Institutional clients engaged in the consumer, retail & healthcare sector based out of North America & Europe. Key responsibilities included,# Documenting periodic reviews (annual/quarterly) for the assigned portfolio of obligors. The review typically involved detailed financial analysis, industry analysis, monitoring performance of the obligor against guidance/projections, assigning internal risk rating & classification among others;# Supporting the on-shore team on the live transactions; # Leading the monthly discussion with the Risk & business team for annual reviews;# Escalating credit concerns to the senior risk and business managers & adjustments of rating and/or classification based on the discussion;# Ensuring synchronization and cleanup of obligor data across multiple applications;# Part of the global UAT team for reviewing Citi’s automated analytical templates. Responsibilities for this role included providing feedback/suggestions to the tech team & then ensuring the changes were accurately reflected in the subsequent release.
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Article AssistantKhimji Kunverji & Co. Feb 2016 - Mar 2019Mumbai Area, IndiaPart of the firm's audit team with the following key responsibilities,# Working on Statutory audits, Tax Audits, Internal audits, Limited review engagements, and Certifications (both regulatory and contractual) for listed/Private companies primarily engaged in BFSI, Real Estate, and Manufacturing sector.# Involved in overall audit work from planning to execution and completion;# Handling engagement sign-offs, reporting directly to project manager/partners;# Observing applicability of Accounting & Auditing along with various applicable laws & regulations to ensure that financial statements are prepared as per the applicable financial reporting framework;# Handling multiple client engagements simultaneously and ensuring deliverables within deadlines;# Reviewing work of associates and peers and guiding the audit team in the right direction.
Lalit Patil Skills
Lalit Patil Education Details
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Specialize In Accounting, Assurance, Taxation & Advisory -
Accounting And Finance
Frequently Asked Questions about Lalit Patil
What company does Lalit Patil work for?
Lalit Patil works for J.p. Morgan
What is Lalit Patil's role at the current company?
Lalit Patil's current role is J.P. Morgan | Chartered Accountant.
What is Lalit Patil's email address?
Lalit Patil's email address is ls****@****ail.com
What schools did Lalit Patil attend?
Lalit Patil attended Institute Of Chartered Accountants Of India, Narsee Monjee College Of Commerce And Economics.
What skills is Lalit Patil known for?
Lalit Patil has skills like Writing, Consulting, Suppliers, Vendors, Windows, Rdbms, Location, Inv, Oracle Database, Microsoft Technologies, Converting, Penetration Testing.
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Lalit Patil's colleagues are Pavan Reddy, E S, Rahil Rizvi, Kevin Hathaway, Jane Robert, Stacie Starkes, Severine Baasch.
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