Experience of working as a Risk Analyst at KPMG India, where I assisted the Advisory team in understanding the operating and financials and business operations of diverse clients, reviewing their documents and data, identifying risk areas, and providing recommendations.Recently, I have cleared the level 2 of the CFA Program and currently looking to work in Investment Banking and Valuation focused roles.Prior to joining KPMG India, I gained valuable experience as an Equity Research Analyst at Growth Arrow Company and as an Investment Analyst at Invest Aaj For Kal. I was working at founder`s office and assisted Mr. Anant Ladha in managing relationship with HNI clients for mutual funds investment.I am motivated by learning new skills, solving complex problems, and creating value for my clients and organization. I bring diverse perspectives and experiences to the team, as I have worked with clients from different sectors and markets, and have a strong academic background in accounting and finance.
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Financial Analyst- Private EquityInvient Jan 2024 - PresentBengaluru, Karnataka, India -
Risk AnalystKpmg India Jun 2022 - May 2023Mumbai, Maharashtra, IndiaAs a member of the Business Consulting department, my responsibilities included helping the team comprehend the operating and financial models of clients, examining their financial statements, evaluating documents and electronic data, identifying potential risk areas, and providing actionable recommendations to clients operating in various sectors and having a presence in both Indian and overseas markets. -
Equity Research AnalystGrowth Arrow Company Jan 2021 - Feb 2021Bangalore Urban, Karnataka, India -
Investment And Research AnalystInvest Aaj For Kal Jul 2020 - Nov 2020Kota, Rajasthan, IndiaA renowned Mutual Fund distributor situated in Kota, with a youtube channel of over 2.5 million subscribers. Added 45 clients for mutual funds investment Responsible to train and lead a 12 members team of relationship managers. Responsible for implementing new CRM system for registering and monitoring client interaction and feedback.
Rohit Baheti Education Details
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Modern School Kota93.6%
Frequently Asked Questions about Rohit Baheti
What company does Rohit Baheti work for?
Rohit Baheti works for Invient
What is Rohit Baheti's role at the current company?
Rohit Baheti's current role is Financial Analyst | CFA Level 3 Candidate.
What schools did Rohit Baheti attend?
Rohit Baheti attended Jai Hind College, Mumbai, Modern School Kota.
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2emcure.co.in, gmail.com
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Rohit Baheti
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