
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 and analyst level through to experienced deal teams, senior professionals and executive audiences.
His areas of expertise include financial modelling, valuation, M&A, LBOs, private equity, carve-outs, spin-offs and complex transaction analysis, alongside capital markets, credit analysis, leveraged finance and investment analysis. Surojit also delivers training in decision-making and problem-solving, helping professionals structure complex commercial and financial decisions, evaluate alternatives and communicate recommendations effectively.
His AI training is designed particularly for finance, regulated and client-facing teams, covering practical AI literacy, research and analysis, workflow improvement, effective prompting and the use of tools such as Microsoft Copilot, ChatGPT and Claude, alongside appropriate governance, guardrails and considerations around confidential information, client data and intellectual property.
He also delivers sector-specific teach-ins, particularly across healthcare, technology, financial services and industrials, combining industry dynamics, operating KPIs, financial analysis, valuation and strategic considerations.
Training is practical, case-led and grounded in real-world finance, with programmes adapted for audiences ranging from graduates and non-financial managers through to investment professionals, deal teams and leadership teams.
- Qualifications
- BSc (Hons) Accounting & Finance, University of Warwick
- 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
- Some tailoringFull course designOff the shelf
Subjects
Finance (32)
Show all 32 Finance subjects
Artificial Intelligence (15)
Show all 15 Artificial Intelligence subjects
Leadership (1)
Management (2)
Communication and Professional Development (5)
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