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Preeti Rathi, Cfa Email & Phone Number

Investment Banking | Corporate Finance | Facilitator | Renewable Energy at AusNet
Location: Greater Melbourne Area, Australia, Australia 9 work roles 2 schools
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Current company
AusNet
Role
Investment Banking | Corporate Finance | Facilitator | Renewable Energy
Location
Greater Melbourne Area, Australia, Australia
Company size
1423 employees

Who is Preeti Rathi, Cfa? Overview

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Quick answer

Preeti Rathi, Cfa is listed as Investment Banking | Corporate Finance | Facilitator | Renewable Energy at AusNet, a company with 1423 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Preeti Rathi, Cfa.

Preeti Rathi, Cfa previously worked as Senior Investment Analyst at Ausnet and Facilitator (Part-time) at Rmit University. Preeti Rathi, Cfa holds Cfa, Cleared All 3 Levels Of Cfa from Cfa Institute.

Company email context

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AusNet

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Profile bio

About Preeti Rathi, Cfa

- A successful financial services professional with 5+ years of diverse experience in Investment Banking, Debt Syndication, Mergers & Acquisitions, Restructuring and Corporate Finance- Expertise in relationship management, deal origination, transaction structuring, corporate credit appraisal, risk assessment, end to end deal execution and facility documentation- Skilled in financial modelling, report writing and negotiating term sheets- Vast experience in high profile Project Finance, Infrastructure, M&A, Structured Finance and Stressed Asset Financing deals- Developed and maintained relationships with corporate client and successfully liaised with bankers, lawyers, independent consultants, valuers and other stakeholders- Thorough understanding of various industries and strong quantitative background

Current workplace

Preeti Rathi, Cfa's current company

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AusNet
Ausnet
Investment Banking | Corporate Finance | Facilitator | Renewable Energy
australia
Website
ausnetservices.com.au
Employees
1423
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Company profile
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9 roles

Preeti Rathi, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Investment Analyst

Current
Ausnet

Melbourne, Victoria, Australia

Oct 2023 - Present

Facilitator (Part-Time)

Current
Rmit University

Melbourne, Australia

  • Key Responsibilities:
  • Research and Coordinate “Financial Analytics for Managerial Decisions” course for MBA students
  • Facilitate and Train students using state-of-the-art facilities with real-life scenarios
  • Assess, Grade and Provide Feedback for continuous improvement and learning
Jun 2019 - Present

Associate, Environmental Transactions & Advisory

Pwc Australia
Apr 2021 - Sep 2023

Transaction Manager

L&T Infrastructure Finance Co Ltd

Mumbai Area, India

  • Key Responsibilities:
  • Execution of Credit Appraisal and Debt Syndication: Process new deals and prepare proposal submissions and loan documentation
  • Relationship Development: Maintaining business relationships with banks and NBFC
  • Liaise with external service providers such as Lenders Independent Engineer, contractors (EPC and O&M), legal advisor, lenders’ insurance advisor
  • Managing deal process by coordinating with lenders, investors and consultants Key Achievements:
  • NRSS XXIX Transmission Limited: Part-financing of construction of 420 Km transmission line situated in J&K and Punjab, India of deal worth ~USD 419 Mn
May 2017 - Nov 2018

Visiting Faculty

Edupristine

Successfully conducted lectured on the following subjects pertaining to CFA curriculum:- Equity Valuation- Alternative Investments- Fixed Income Valuation- Portfolio Management- Financial Statement and AnalysisAchievements:Consistently rated above 4 (out of 5) based on students feedback that takes into consideration the following parameters:a. Knowledge b..

Aug 2017 - Oct 2018

Associate

Sbi Capital Markets

Mumbai Area, India

Key Responsibilities:- End to end deal execution in infrastructure sector: financial modelling, credit writing, due diligence processes, term sheet negotiation, disbursement and loan documentation- Proposal Evaluation: Evaluation of transaction structures, due diligence, risk analysis and determination of business value based on earnings, market comparable.

Apr 2016 - May 2017

Credit Analyst

Sbi Capital Markets

Mumbai

  • Key Responsibilities:
  • Execution of Credit Appraisal and Debt Syndication: Preparation of Financial Model, Information Memorandum and pitch presentations
  • Business Development: Sector research to identify business opportunities and creating client database, creating pitch presentations and participating in negotiations
  • Project Advisory: Project feasibility, risk analysis and other related advisory services
  • Relationship Development: Maintaining business relationships with potential corporate clients as well as potential lendersKey Achievements:
  • JSW Power: Acquisition of hydro power projects ~1300 MW in Himachal Pradesh with Enterprise Value of ~USD 1,355 Mn
Jan 2015 - Mar 2016

Financial Analyst

Transparent Value A Guggenheim Partners Company

Mumbai Area, India

- Handled sectors comprising of Real Estate Investment Trusts (REITs), Banks and Insurance- track companies which form part of major Indexes in USA, Europe and Developed Markets and valuing them using free cash flow to the firm (FCFF) and free cash flow to equity (FCFE)

Jun 2013 - Dec 2014

Summer Intern

Sbi Capital Markets

Kolkata

Examination of need for Financial Restructuring in units of Iron and Steel Sectors in India and recommending suitable packages for the same

Apr 2012 - Jun 2012
Team & coworkers

Colleagues at AusNet

Other employees you can reach at ausnetservices.com.au. View company contacts for 1423 employees →

GL Greg Lucas Greg Lucas Colleague at Ausnet Victoria, Australia, Australia View → SD Sadegh Dousthaghi Sadegh Dousthaghi Colleague at Ausnet Mill Park, Victoria, Australia, Australia View → SD Shane Dawson Shane Dawson Colleague at Ausnet Carlton, Victoria, Australia, Australia View → KG Kathy Guerin Kathy Guerin Colleague at Ausnet Greater Melbourne Area, Australia View → TP Tony Parreiro Tony Parreiro Colleague at Ausnet Greater Melbourne Area, Australia View → MY Mark Young Mark Young Colleague at Ausnet Victoria, Australia, Australia View → DM Danie Mouton Danie Mouton Colleague at Ausnet Greater Melbourne Area, Australia View → SA Sulmaz Afrugh Sulmaz Afrugh Colleague at Ausnet Melbourne, Victoria, Australia, Australia View → RD Ross Dunbar Ross Dunbar Colleague at Ausnet Melbourne, Victoria, Australia, Australia View → DS Daniel Stanef Daniel Stanef Colleague at Ausnet Greater Melbourne Area, Australia View →
2 education records

Preeti Rathi, Cfa education

Cfa, Cleared All 3 Levels Of Cfa

Cfa Institute

The Chartered Financial Analyst (CFA) designation is awarded by CFA Institute - a global, not-for-profit association of investment.

FAQ

Frequently asked questions about Preeti Rathi, Cfa

Quick answers generated from the profile data available on this page.

What company does Preeti Rathi, Cfa work for?

Preeti Rathi, Cfa works for AusNet.

What is Preeti Rathi, Cfa's role at AusNet?

Preeti Rathi, Cfa is listed as Investment Banking | Corporate Finance | Facilitator | Renewable Energy at AusNet.

Where is Preeti Rathi, Cfa based?

Preeti Rathi, Cfa is based in Greater Melbourne Area, Australia, Australia while working with AusNet.

What companies has Preeti Rathi, Cfa worked for?

Preeti Rathi, Cfa has worked for Ausnet, Rmit University, Pwc Australia, L&T Infrastructure Finance Co Ltd, and Edupristine.

Who are Preeti Rathi, Cfa's colleagues at AusNet?

Preeti Rathi, Cfa's colleagues at AusNet include Greg Lucas, Sadegh Dousthaghi, Shane Dawson, Kathy Guerin, and Tony Parreiro.

How can I contact Preeti Rathi, Cfa?

You can use AeroLeads to view verified contact signals for Preeti Rathi, Cfa at AusNet, including work email, phone, and LinkedIn data when available.

What schools did Preeti Rathi, Cfa attend?

Preeti Rathi, Cfa holds Cfa, Cleared All 3 Levels Of Cfa from Cfa Institute.

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