Surojit Kumar Sasmal Email and Phone Number
With a strong foundation in financial analysis, risk management, and process improvement, I am a Private Equity Associate at Columbia Pacific Capital Partners, where I work directly with Investment Directors to evaluate and execute potential North America transactions. I prepare investment committee materials that include comprehensive financial analysis, market research, due diligence findings, and returns analysis. I also identify potential investment opportunities by conducting market research, networking with industry contacts, and monitoring financial data.I hold a Master of Business Administration (MBA) from Brandeis International Business School, where I was the Vice President of the Investment Banking Club and a Leadership Fellow. I also completed a Financial Modeling and Valuation Program at Wall Street Global Institute. I have technical skills in Python, R Studio, SQL, Visio, Tableau, Bloomberg, FactSet, Advanced Excel, and PowerPoint. Previously, I was an Operations Associate at Morgan Stanley, where I managed client onboarding, built new product designs, improved controls with automation, and created and implemented a new training model for new hires. I am a certified financial modeler and a Beta Gamma Sigma member. I am passionate about F1 car racing, soccer, adventure sports, and cooking organic Indian food and other Asian cuisines. I am excited to leverage my skills and experience to contribute to the growth and success of the private equity industry.
Columbia Pacific Capital Partners
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Private Equity AssociateColumbia Pacific Capital Partners Jun 2023 - PresentToronto, Ontario, Ca• Worked directly with Investment Directors to evaluate and execute potential North America Transactions• Prepared investment committee materials that include comprehensive financial analysis, market research, due diligence findings, and returns analysis• Developing investment theses that articulate the rationale for investing in a particular target companyIdentifying potential investment opportunities by conducting market research, networking with industry contacts, and monitoring financial data
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Teaching AssistantBrandeis International Business School Aug 2022 - Jun 2023Waltham, Ma, UsMarketing Management MBA career Strategy -
Leadership FellowBrandeis International Business School May 2022 - Jun 2023Waltham, Ma, Us
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Vice President - Investment Banking ClubBrandeis International Business School Sep 2022 - May 2023Waltham, Ma, Us
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Senior Information And Borrowing AssistantBrandeis International Business School Oct 2021 - May 2023Waltham, Ma, Us
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Brandeis Field Project- Esg Research And Go To Market StrategyBrandeis University Jan 2023 - May 2023Waltham, Ma, Us-Developed a go-to-market strategy for an ESG paint company- prepared target market segment along with SOM model- created financial models for break-even analysis and developed a robust pathway to sustain cash burns - created a low-cost high impact marketing plan -
Finance And Investor RelationsAppharvest Jun 2022 - Dec 2022Morehead, Kentucky, Us• Conducted comprehensive analysis on 15+ top-tier competitors, evaluating their business models, financials, and existing/potential projects. Developed customized scoring criteria, Presented findings and recommendations to senior management, resulting in the implementation of several successful initiatives to improve business performance• Collaborated with team to create a compelling presentation for Investors and Equity Research Analyst Calls, Including collecting and analyzing data, created visual aids providing insights to highlight the company’s strengths and growth prospects. -
AssociateMorgan Stanley Jan 2018 - Aug 2021New York, Ny, Us• Elevated to Client Service Lead role, overseeing successful onboarding of companies going Public, and spearheaded new product design to address market challenges and regulations• Designed and executed an operational model for a new OTC product in the Australian market, resulting in a significant increase of 1000 trades per quarter• Implemented daily key risk indicator matrix to mitigate business process risk, which resulted in 5% risk aversion• Collaborated with operations and technology teams to automate controls and migrate processes onto Tableau, resulting in an 11% increase in productivity and efficiency• Developed and implemented a new training program on business and client service for new hires, resulting in a 50% reduction in training time from 4 months to 2 months• Managed and supervised a team of summer interns to execute a contact data cleaning and postal confirmation suppression project, resulting in a quarterly cost-saving of approximately $10,000 -
AnalystMorgan Stanley Sep 2014 - Jan 2018New York, Ny, Us• Implemented trade processing procedures for allocation and settlement, resulting in effective risk management and prevention of buy-ins. Enhanced client confidentiality, control, and service rating• As the primary point of contact, I managed daily interactions with 50+ institutional clients, including JP Morgan, PIMCO, Goldman Sachs, and Blackrock, for trade confirmations and settlements related to fixed income instruments and markets• Developed a new process flow to reduce the count of failing trades, resulting in drop of 15% in fail counts• Identified and analyzed 60 high-frequency trading clients to optimize trading volume, Automated manual trade booking process, resulting in a daily time saving of 40 minutes• Developed and implemented a new client outreach strategy by creating a customized matrix and upgrading the client database application, resulting in a significant improvement in broker ranking from 5 to 1 for top clients such as Schroders and PIMCO
Surojit Kumar Sasmal Education Details
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Brandeis International Business SchoolMaster Of Business Administration - Mba (Stem Designated) -
Wall Street Global InstituteFinancial Modelling And Valuation Program
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University Of MumbaiAccounting
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University Of MumbaiAccounting And Finance
Frequently Asked Questions about Surojit Kumar Sasmal
What company does Surojit Kumar Sasmal work for?
Surojit Kumar Sasmal works for Columbia Pacific Capital Partners
What is Surojit Kumar Sasmal's role at the current company?
Surojit Kumar Sasmal's current role is Private Equity Associate @ Columbia Pacific Capital Partners | MBA.
What schools did Surojit Kumar Sasmal attend?
Surojit Kumar Sasmal attended Brandeis International Business School, Wall Street Global Institute, University Of Mumbai, University Of Mumbai.
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