Surojit Chakraverti

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

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Finance (135)

Initial Public Offerings (IPOs)Synergy Analysis Financial strategy Options Credit Derivatives Swaps Risk Management Liquidity Planning Merger modeling Sectoral research Hedge Funds

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Wealth Structured Finance Business Finance Cash flow Financial Statement Analysis International tax planning Derivatives ECM (Equity Capital Markets)Corporate credit analysis Wealth management Trade finance Leverage Sensitivity analysis Accounting Accounting Standards Behavioural finance Banking Alternative investments Computerised accounting Bank credit analysis Bookkeeping Asset Allocation Strategies Corporate Banking Corporate finance Credit analysis ALM (Asset Liability Management)Corporate Finance Advisory Credit Portfolio analysis Corporate Lending Credit Credit Rating determination Bonds (Fixed Income)Asset allocation Cost Management Credit Default Swaps Credit Risk Venture Capital Budgeting Budgeting and Forecasting Capital markets and securities issuance Capital Budgeting Capital markets Capital Structure Analysis Cash Management Collateral management Commercial Banking Tax Securities and derivatives trading Secondary Market and Block trades Value at Risk Securitisation Valuation Techniques Valuation Trusts Trust and Fiduciary Services Treasury Services Supply Chain Finance Underwriting Stocks Treasury management Trade settlement Three statement modelling Tax planning Risk Assessment DCF (Discounted Cash Flow) modeling Debt Debt Underwriting Risk Returns Return Analysis DCM (Debt Capital Markets)Succession Planning Debt and Equity Capital Markets Structuring Shares Real estate Ratio Analysis Money Mergers and Acquisitions Mergers Quantitative analysis Operational Risk Private Equity Private Banking Non-bank Financial Institutions Mortgage Precedent Transaction Analysis Portfolio management Performance measurement LBO (Leveraged Buyout) modeling Liquidity Risk M&A analysis and execution Management accounting International finance Estate Planning Equity Introduction to financial services Macroeconomic analysis Financial management Investment Investment Banking Finance for non Financial managers Financial Analysis Financial Modelling Financial Ratios and Analysis Financial reporting Forecasting Fund management Interest rate risk management Foreign exchange (FX)Front, middle and back office GAAP Structured products Economics IFRS Market Risk Discounting Leveraged Finance Inflation modelling Interest Rate Swaps Discounted cash flow Dividend Policy Interest 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

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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 Conversations Mentoring and Being Mentored Report Structure and Formatting Effective Use of Data in Presentations Document Editing and Proofreading Task Delegation and Team Productivity Stress Management and Work-Life Balance Adapting Communication Styles Adapting Presentations for Different Audiences Confident Presenting Writing for Different Audiences Cross-Cultural Communication

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Cultural Competence in the Workplace Virtual Presentation Skills Building a Personal Brand Building Trust in Professional Relationships Collaborative Decision-Making Team Building and Communication Utilizing Technology for Productivity Storytelling for Professionals Social Media and Business Communication Strategic Planning for Time Management Setting and Achieving SMART Goals Effective Email Writing Public Speaking Proposal Writing Skills Proactive Time-Blocking Strategies Effective Meeting Management Presentation Skills Presentation and Pitch Delivery Powerful PowerPoint Presentations Effective Networking Strategies Effective Prioritisation Techniques Peer Review and Feedback for Presentations Negotiation Skills Emotional Intelligence in Communication Meeting Facilitation Business German Feedback and Constructive Criticism General Communication and Professional Development Interactive Presentation Methods Dynamic Presentations Delivery Techniques Legal and Ethical Considerations in Writing

Common (5)

Excel VBA Entrepreneurship ESG Environmental, Social and GovernanceMathematics

Technology (13)

Cloud FilingAsta PowerProjectAutomation AIBluebeamMicrosoft DynamicsGeneral TechnologyWordPowerPointIT and SoftwareDigital Skills for Leadership TeamsIT Service ManagementSharePoint

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