Preeti Rathi, Cfa Email & Phone Number

Melbourne, Victoria, Australia

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

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 • Kandla Oil Terminal Private Limited: Part-financing of construction of 3.38 MMTPA Liquid cargo Jetty and 169,000 KL storage facility Port Project in Kandla, Gujarat, India• Energon Group: Part-financing of construction of 100MW Solar Power Project in Karnataka, India• Acciona Group: Part-financing of construction of 78MW Wind Power Project in Karnataka, India

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. Ability to explainc. Usage of relevant examplesd. Topic coverage

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 values and asset valuation methodologies- Development of new client opportunities across the corporate and institutional market- Project Advisory: Project feasibility, risk analysis and other related advisory services- Relationship Development: Lead financial due diligence activities, including liaison with clients, contractors and external professionals, Manage key relationships including external financial services stakeholders, lawyers, and the due diligence providersKey Achievements:- Reliance Defence Engineering Limited: Financial Advisory and Credit Appraisal of largest Defence Mandate in India for Corporate Debt Restructuring (CDR) exit and refinancing of debt of ~USD 1,859 Mn - Hiranandani Construction: o Financial Advisory & Debt Syndication for a Real Estate Mandate of raising term loan of ~USD 231 Mn for integrated township Project at Fortune City, Panvel, Mumbai, India o Financial Advisory & Debt Syndication for a Real Estate Mandate of raising term loan of ~USD 206 Mn for integrated township Project at Oragadam, Chennai, India

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 • a Sectoral Committee report on Indian Sugar Industry for Indian Banks’ Association outlining the challenges faces and corrective measures. The findings of the report was presented in front of the experts spearheading the industry and many measures were implemented going forward • Vetting report and Financial model for a Company in Iron and Steel sector for conversion of Cumulative Redeemable Preference shares into Equity based on Reserve Bank of India guidelines

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)

Kolkata

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

Cfa, Cleared All 3 Levels Of Cfa

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

Post Graduation Diploma In Management, Financial Services, Distinction