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Souvik Maitra

@souvikmaitra1

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Portfolio valuation consultant at Kroll who developed AI agents to cross-check waterfall analyses and cut review time.

India

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At Kroll, I execute cash flow-based valuations and financial modeling for private equity, credit, and structured investments. I also developed ChatGPT-based agents to automate and cross-check waterfall analyses, improving accuracy and reducing execution and review time.

At KPMG India and Ernst and Young, I delivered fair value assessments, purchase price allocations, and impairment testing for M&A, private equity, and infrastructure engagements. At NatWest Group, I prepared a GBP 75 million loan financing package, including its financial model and credit analyses.

Experience

Work history, roles, and key accomplishments

Current

Consultant-Portfolio Valuation

Current

Kroll

Oct 2025 - Present (1 year 1 month)

Executed valuation and cash flow based financial modelling of more than 60 investments across private equity, credit, and structured investments. Led valuation reviews and analytical governance for complex deliverables, and managed end-to-end valuation engagements for 2 funds.

Financial Modeling Valuation Cash Flow Analysis Private Equity Credit Structured Finance AI Automation ChatGpt Waterfall Analysis Financial Analysis Mentorship Business Development

Senior Analyst, Structured Finance (C&I)

NatWest Group

May 2025 - Oct 2025 (5 months)

Led the preparation of a GBP 75 million loan financing package for a top UK fleet leasing company, including the development of the Information Memorandum, credit approval paper, and financial model. Produced daily and weekly market intelligence reports on European loan and leveraged finance markets.

Structured Finance Credit Analysis Financial Modeling Market Intelligence Loans and Financing ESG Credit Ratings RAROE Database Management

Associate, Deal Advisory

KPMG India

Aug 2024 - May 2025 (9 months)

Collaborated with a 20-member valuation team to deliver financial analysis for M&A transactions and financial reporting across infrastructure, oil and gas, logistics, and renewable energy sectors. Led valuation of a SAR 1.3 billion investment portfolio for the Saudi Arabia Public Investment Fund and executed purchase price allocation analysis for a logistics company acquisition.

Valuation Financial Modeling M&A Purchase Price Allocation IFRS Value Assessment Audit Project Management Financial Analysis

Senior Analyst, Strategy and Transactions

Ernst and Young

May 2022 - Aug 2024 (2 years 3 months)

Collaborated with a 30-member valuation team to deliver financial analysis for M&A transactions in the Renewable Energy and Infrastructure sectors across the UK and Ireland. Demonstrated expertise in buy-side, sell-side, and private equity transactions, and led a team of 5 professionals in executing M&A transactions worth over USD 2 billion.

Valuation M&A Financial Modeling Due Diligence Virtual Data Rooms Pitch Books Investor Presentations Market Research Renewable Energy Infrastructure IFRS Goodwill Impairment Intangibles Leadership Project Management

Research Intern

GlobalData Plc

Conducted financial and industry analysis to prepare detailed company profile reports. Contributed to 5+ research reports on the global Oil & Gas sector by analyzing company fundamentals and industry trends.

Financial Analysis Industry Research Oil and Gas Company Profile Creation Database Research Mergermarket Capital IQ Bloomberg D&B Hoovers Factiva

Education

Degrees, certifications, and relevant coursework

CFA Institute

CFA Level 1, Finance

Passed CFA Level 1 in 2024.

K J Somaiya Institute of Management

Master of Business Administration, Financial Services

2020 - 2022

Grade: 8.98/10

Activities and societies: Led a 15-member team for the 12th International Business Conference on Sustainability; presented research on COVID-19 vaccine distribution in India.

MBA in Financial Services with a CGPA of 8.98/10. Led a 15-member team for the 12th International Business Conference on Sustainability and presented research on COVID-19 vaccine distribution in India.

Jadavpur University

Bachelor of Science (Hons), Chemistry

2014 - 2019

Grade: 55.25%

Activities and societies: Managed a budget of INR 12 lakhs to execute city-wide marketing campaigns, organize 10+ events, and coordinate 2 celebrity collaborations.

Bachelor of Science (Hons) in Chemistry with 55.25% aggregate. Managed a budget of INR 12 lakhs to execute city-wide marketing campaigns, organize 10+ events, and coordinate 2 celebrity collaborations.