About this trainer
Surojit Chakraverti is a finance practitioner and trainer with experience across investment banking, public-markets investing and corporate finance. He previously worked at Citi and Rothschild and now delivers training from graduate through to senior and executive level. His areas of expertise include financial modelling, valuation, advanced M&A, LBOs, carve-outs, spin-offs and complex transaction analysis, alongside AI in finance, leadership and decision-making frameworks. He also delivers sector-specific teach-ins, combining industry dynamics, KPIs, valuation and strategic analysis. Training is practical, case-led and grounded in real-world finance.
- Experience
- 7 years
- Languages
- English
- Delivers in
- USA (West Coast)USA (East Coast)USA (Other)AsiaEuropeAustralasiaIndiaUKUAECanadaSouth AmericaCentral America and the CaribbeanMiddle East (excluding UAE)AfricaChina
- Customisation
- Off the shelfSome tailoringFull course design
Subjects
Finance (135)
Initial Public Offerings (IPOs)Synergy AnalysisFinancial strategyOptionsCredit DerivativesSwapsRisk ManagementLiquidityPlanningMerger modelingSectoral researchHedge Funds
Show all 135 Finance subjects
WealthStructured FinanceBusiness FinanceCash flowFinancial Statement AnalysisInternational tax planningDerivativesECM (Equity Capital Markets)Corporate credit analysisWealth managementTrade financeLeverageSensitivity analysisAccountingAccounting StandardsBehavioural financeBankingAlternative investmentsComputerised accountingBank credit analysisBookkeepingAsset Allocation StrategiesCorporate BankingCorporate financeCredit analysisALM (Asset Liability Management)Corporate Finance AdvisoryCredit Portfolio analysisCorporate LendingCreditCredit Rating determinationBonds (Fixed Income)Asset allocationCost ManagementCredit Default SwapsCredit RiskVenture CapitalBudgetingBudgeting and ForecastingCapital markets and securities issuanceCapital BudgetingCapital marketsCapital Structure AnalysisCash ManagementCollateral managementCommercial BankingTaxSecurities and derivatives tradingSecondary Market and Block tradesValue at RiskSecuritisationValuation TechniquesValuationTrustsTrust and Fiduciary ServicesTreasury ServicesSupply Chain FinanceUnderwritingStocksTreasury managementTrade settlementThree statement modellingTax planningRisk AssessmentDCF (Discounted Cash Flow) modelingDebtDebt UnderwritingRiskReturnsReturn AnalysisDCM (Debt Capital Markets)Succession PlanningDebt and Equity Capital MarketsStructuringSharesReal estateRatio AnalysisMoneyMergers and AcquisitionsMergersQuantitative analysisOperational RiskPrivate EquityPrivate BankingNon-bank Financial InstitutionsMortgagePrecedent Transaction AnalysisPortfolio managementPerformance measurementLBO (Leveraged Buyout) modelingLiquidity RiskM&A analysis and executionManagement accountingInternational financeEstate PlanningEquityIntroduction to financial servicesMacroeconomic analysisFinancial managementInvestmentInvestment BankingFinance for non Financial managersFinancial AnalysisFinancial ModellingFinancial Ratios and AnalysisFinancial reportingForecastingFund managementInterest rate risk managementForeign exchange (FX)Front, middle and back officeGAAPStructured productsEconomicsIFRSMarket RiskDiscountingLeveraged FinanceInflation modellingInterest Rate SwapsDiscounted cash flowDividend PolicyInterest Rate Derivatives
Artificial Intelligence (82)
AI for Senior LeadersAI Policy DevelopmentCopilot for ExcelAI for Document CreationPrompting for Content CreationAI for Investment BankingAI for Asset ManagementAI for Customer EngagementAI EthicsAI for Financial ModellingAI for Risk & ComplianceAI for HR Teams
Show all 82 Artificial Intelligence subjects
AI for Business AnalysisAI for RecruitmentAI for Learning & DevelopmentAI for Sales TeamsAI for Project ManagementIntroduction to AIGenerative AI FundamentalsAI for Marketing ContentAI for Operations TeamsAI Image GenerationAI Literacy for BusinessCopilot for PowerPointEffective PromptingBuilding AI into WorkflowsAI Process RedesignOpenAI ToolsAI StrategyAI Video CreationUnderstanding Large Language Models (LLMs)Copilot for OutlookAI TransformationAI Content WritingAI for Non Technical ProfessionalsAI Myths, Risks & OpportunitiesCopilot for TeamsAI for Note Taking & MeetingsAdvanced Prompting TechniquesPrompting for AnalystsPrompting for ExecutivesAI Workflow DesignAI Process AutomationComparing AI ModelsAnthropic ClaudeAI for Proposal WritingAI Adoption & ChangeAI for Social MediaAI Awareness for TeamsChatGPT for ProductivityAI Conversation DesignAI Output OptimisationAI Assisted Decision MakingChoosing the Right LLMAI Tool SelectionAI for Financial ServicesAI GovernanceAI Design ToolsAI Confidence & AdoptionClaude for BusinessStructured Prompting for BusinessAI Task AutomationAI + Human CollaborationChatGPT vs Claude vs GeminiAI Risk ManagementAI Presentation CreationMicrosoft CopilotGemini for WorkspaceAI for Research & AnalysisAI Reasoning & IterationAI Agents for BusinessPerplexity AIClaude for Business 101Claude for Business 201Claude for Business Master ClassClaude Code 101Claude Code 201Claude Code Master ClassClaude for SMEsClaude for DesignClaude for MarketingClaude for Sales
Communication and Professional Development (43)
Managing Difficult ConversationsMentoring and Being MentoredReport Structure and FormattingEffective Use of Data in PresentationsDocument Editing and ProofreadingTask Delegation and Team ProductivityStress Management and Work-Life BalanceAdapting Communication StylesAdapting Presentations for Different AudiencesConfident PresentingWriting for Different AudiencesCross-Cultural Communication
Show all 43 Communication and Professional Development subjects
Cultural Competence in the WorkplaceVirtual Presentation SkillsBuilding a Personal BrandBuilding Trust in Professional RelationshipsCollaborative Decision-MakingTeam Building and CommunicationUtilizing Technology for ProductivityStorytelling for ProfessionalsSocial Media and Business CommunicationStrategic Planning for Time ManagementSetting and Achieving SMART GoalsEffective Email WritingPublic SpeakingProposal Writing SkillsProactive Time-Blocking StrategiesEffective Meeting ManagementPresentation SkillsPresentation and Pitch DeliveryPowerful PowerPoint PresentationsEffective Networking StrategiesEffective Prioritisation TechniquesPeer Review and Feedback for PresentationsNegotiation SkillsEmotional Intelligence in CommunicationMeeting FacilitationBusiness GermanFeedback and Constructive CriticismGeneral Communication and Professional DevelopmentInteractive Presentation MethodsDynamic Presentations Delivery TechniquesLegal and Ethical Considerations in Writing
Common (5)
ExcelVBAEntrepreneurshipESG Environmental, Social and GovernanceMathematics
Technology (13)
Cloud FilingAsta PowerProjectAutomation AIBluebeamMicrosoft DynamicsGeneral TechnologyWordPowerPointIT and SoftwareDigital Skills for Leadership TeamsIT Service ManagementSharePoint
Show all 13 Technology subjects
Project Management Software
training from £1,500