Utsav Chaturvedi
Mumbai
Summary
Private equity professional with expertise in financial analysis, due diligence, deal structuring, and portfolio management. Strong record of optimizing investments, executing strategic exits, and building investor relationships.
Overview
5
5
years of professional experience
Work History
Analyst, Investments and Asset Management
Alta Capital
Mumbai
04.2023 - Current
- Alta Capital exclusively partners with Hillhouse Capital for all real estate and proptech investments in India.
- Alta Capital manages USD 450 million across new economy assets in India, with a total commitment of USD 1 billion, focusing on industrial parks, flex offices, student housing, and K-12 school infrastructure.
- Assisting with investment research, due diligence, deal documentation and preparing investment memos and financial models.
- Lead asset manager for the fund's largest investment in flex office space and warehousing.
- Monitor portfolio company performance, establish investor and business reporting frameworks.
- Analyze data for valuations, and provide key business updates for LPAC meetings.
- Identify and execute strategic initiatives with management, including fundraising, market expansion, and exit strategies.
- Cultivate relationships with key stakeholders, including promoters, co-investors, advisors, and partners.
Consultant, Asset Management
The Blackstone Group (Retail Portfolio Nexus Malls)
Mumbai
02.2021 - 03.2023
- Part of the Real Estate Asset Management team at Blackstone, India.
- Deputed by Blackstone to Nexus Malls (Retail Portfolio) for post-acquisition portfolio management and exit activities.
- Played a key role in completing the acquisition and integration of the retail portfolio of Prestige Group by Blackstone and in the successful USD400mm IPO of India's first Retail REIT (Nexus Select Trust).
- Assisted with deal closing, including handover management, due diligence analysis, debt re-financing, and credit rating exercise.
- Played a key role in repositioning the portfolio through strategic initiatives.
- Conducted industry benchmarking analysis to assess portfolio performance.
- Monitor annual business plans and portfolio performance, conduct quarterly valuations, and provide key updates to the Blackstone APAC team.
- Coordinated with investment bankers, legal counsels, and external advisors on the REIT listing process.
- Assisted in overseeing the drafting of DRHP/RHP and other capital markets regulatory filings.
- Prepared investor presentations and supplementary materials for REIT investor roadshows and marketing events.
Senior Finance Executive
Make My Trip (India) Pvt Ltd
Gurugram
10.2019 - 01.2021
- Part of the FP&A and Business Finance teams.
- Assisted with developing quarterly and annual business plans.
- Prepared and analyzed monthly/quarterly management reports and dashboards.
- Assisted with the company's quarterly earnings calls with the NASDAQ analysts.
Education
CFA Level 1 -
CFA Institute
01.2022
Articleship -
Price Waterhouse (PwC)
08.2019
Chartered Accountant -
The Institute of Chartered Accountants of India
05.2019
Bachelor of Commerce -
01.2019
12th Standard (ISC Board) -
St. Joseph's Boys School, Bengaluru
01.2015
Skills
- Investment Management
- Due Diligence and Financial Analysis
- Portfolio Strategy
- Valuation and Investment Exits
Timeline
Analyst, Investments and Asset Management
Alta Capital
04.2023 - Current
Consultant, Asset Management
The Blackstone Group (Retail Portfolio Nexus Malls)
02.2021 - 03.2023
Senior Finance Executive
Make My Trip (India) Pvt Ltd
10.2019 - 01.2021
CFA Level 1 -
CFA Institute
Articleship -
Price Waterhouse (PwC)
Chartered Accountant -
The Institute of Chartered Accountants of India
Bachelor of Commerce -
12th Standard (ISC Board) -
St. Joseph's Boys School, Bengaluru
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