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Tejas Tater is a seasoned finance professional with expertise in financial modeling, investment banking, and risk management. He holds a Master of Science in Finance from Leeds University Business School and is a certified Financial Risk Manager (FRM). Tejas has worked with top companies, including 3AI, Mitchells & Butlers PLC, and TresVista, and has experience in private debt market domain, financial modeling, and client-facing roles.

Credentials

  • Level 5 Diploma in Applied Finance
    AmplifyME
    Jun, 2023
    - Apr, 2026
  • Fundamentals of Quantitative Modeling
    University of Pennsylvania
    Jun, 2020
    - Apr, 2026
  • Excel Crash Course
    Corporate Finance Institute® (CFI)
    May, 2020
    - Apr, 2026
  • Financial Risk Management Products
    The World Bank
    May, 2020
    - Apr, 2026
  • Introduction to Corporate Finance
    Corporate Finance Institute® (CFI)
    May, 2020
    - Apr, 2026
  • Introduction to Stocks and Short-selling
    Alison - Free Online Learning
    May, 2020
    - Apr, 2026
  • Google Analytics For Beginners
    Google
    May, 2020
    - Apr, 2026

Experience

  • 3AI
    • London, England, United Kingdom
    • Intern
      • Aug 2023 - Present
      • London, England, United Kingdom

      Key responsibilities include :- Supporting the firm with their Series-A fundraising process, preparing pitch-decks, product decks and financial models- Representing the firm at industry-wide conferences and expanding investor and client networks- A little bit of everything else

  • Mitchells & Butlers PLC
    • Leeds, England, United Kingdom
    • Team Member
      • Oct 2022 - Aug 2023
      • Leeds, England, United Kingdom

      Team Member at O'Neill's Pub, working part-time alongside University to support an independent lifestyle in the UK

  • TresVista
    • Bangalore Urban, Karnataka, India
    • Analyst
      • Nov 2021 - Aug 2022
      • Bangalore Urban, Karnataka, India

      - Client-facing role within the private debt market domain, simplifying complex debt structures of private and public companies, exhaustively parsing through credit agreements, amendments, rating reports and financials- Prepared and refined pitch decks for a Venture Capital client raising 2 new funds and 1 top up fund ($50mn hard-cap)- Underwent 3 weeks of rigorous training, encompassing GAAP and IFRS accounting methods and usage, peer valuation and analysis, and financial modelling (DCF, LBO, public & transaction comps)- Created and pitched an outreach strategy to senior management for 25+ clients encompassing 500+ client contacts to identify effective connections to attract new clients and provide additional services to existing clients

    • Financial Modelling Intern
      • Jun 2020 - Jul 2020
      • India

      Worked and gained valuable insights in the fields of Financial Modeling and Investment Banking.Learned and applied DCF valuations, WACC computation, and other related terms.Successfully completed a live Financial Model and analysis of one of the world's top automakers Tesla.

Education

  • 2022 - 2023
    Leeds University Business School
    Master of Science - MS, Finance and Investment
  • 2020 - 2022
    Global Association of Risk Professionals (GARP)
    Financial Risk Manager (FRM), Finance, Risk
  • 2018 - 2021
    University of Calcutta
    Bachelor of Science - BS, Economics (Hons.)
  • 2016 - 2018
    Delhi Public School, Ruby Park
    Higher secondary, Commerce

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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