Udayan Mitra Email & Phone Number
Chief Investment Officer @ Trajan Wealth LLC
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Udayan Mitra Location
- Scottsdale, AZ, US
Udayan Mitra Work
- Chief Investment Officer @ (January 2021 - Present)
- Head of Investments @ (October 2020 - January 2021)
- Head of Investments - Private Equity @ (December 2018 - October 2019)
- Managing Director @ (July 2014 - April 2018)
- Managing Director @ (June 2012 - May 2014)
- Managing Director, CIO and Head of Investments @ Charles G. Koch Family & Foundation Office (August 2009 - June 2012)
- Portfolio Manager and Trader @ Parkcentral Capital Management L.P. (Perot Investments) (April 2005 - February 2009)
- Senior Portfolio Manager @ (January 1998 - April 2005)
- Treasury (Risk Management) Associate @ (June 1996 - January 1998)
- Investment Banking Analyst @ (May 1995 - August 1995)
Udayan Mitra Education
- Rice Business
MBA (Finance)
1994-1996 - The London School of Economics and Political Science (LSE)
B.Sc (Economics and Finance)
1988-1991
Udayan Mitra Skills
- ABS
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Bonds
- CLO
- CMBS
- Capital Markets
- Corporate Finance
- Credit
- Currency
- Derivatives
- Due Diligence
- Emerging Markets
- Equities
- Equity Derivatives
- FX Options
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Risk
- Financial Structuring
- Fixed Income
- Global Asset Allocation
- Hedge Fund Strategies
- Hedge Funds
- High Yield
- Interest Rate Derivatives
- Investment Banking
- Investment Strategies
- Investments
- Leveraged Finance
- Management
- Mergers & Acquisitions
- Mutual Funds
- Non-Agency RMBS
- Options
- Portfolio Management
- Private Equity
- Private Lending Markets
- Risk Management
- Securities
- Strategy
- Structured Finance
- Structured Products
- Swaps
- Trading
- Valuation
- Mergers and Acquisitions
- Capital Management
- MBA
- Rice
- Non Agency Rmbs
- Customer Service
Udayan Mitra Summary
- Udayan Mitra, based in Scottsdale, AZ, US, is currently a Chief Investment Officer at Trajan Wealth LLC. Udayan Mitra brings experience from previous roles at Trajan Wealth LLC, Altera Investments, ORIX Corporation USA and Texas Municipal Retirement System (TMRS). Udayan Mitra holds a 1994 - 1996 MBA in Finance @ Rice Business. With a robust skill set that includes ABS, Alternative Investments, Asset Allocation, Asset Management, Bloomberg and more. Udayan Mitra has 4 emails and 3 mobile phone numbers on RocketReach.
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