Udayan Mitra Email & Phone Number
Chief Investment Officer @ Trajan Wealth LLC
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Udayan Mitra Location
- Scottsdale, AZ, US
Udayan Mitra Work
- 2021 -now Chief Investment Officer @
- 2020 -2021 Head of Investments @
- 2018 -2019 Head of Investments - Private Equity @
- 2014 -2018 Managing Director @
- 2012 -2014 Managing Director @
- 2009 -2012 Managing Director, CIO and Head of Investments @ Charles G. Koch Family & Foundation Office
- 2005 -2009 Portfolio Manager and Trader @ Parkcentral Capital Management L.P. (Perot Investments)
- 1998 -2005 Senior Portfolio Manager @
- 1996 -1998 Treasury (Risk Management) Associate @
- 1995 -1995 Investment Banking Analyst @
Udayan Mitra Education
- Rice Business 1994-1996
- The London School of Economics and Political Science (LSE) 1988-1991
Udayan Mitra Skills
- ABS
- Fixed Income
- Currency
- Structured Finance
- Hedge Fund Strategies
- Private Lending Markets
- CMBS
- Non-Agency RMBS
- CLO
- Interest Rate Derivatives
- Leveraged Finance
- Equity Derivatives
- Global Asset Allocation
- Hedge Funds
- Asset Allocation
- Portfolio Management
- High Yield
- Investments
- Capital Markets
- Derivatives
- Asset Management
- Emerging Markets
- Equities
- Securities
- Bonds
- Trading
- Private Equity
- Investment Strategies
- Structured Products
- FX Options
- Alternative Investments
- Due Diligence
- Mutual Funds
- Financial Markets
- Finance
- Options
- Financial Structuring
- Financial Modeling
- Mergers & Acquisitions
- Risk Management
- Mergers and Acquisitions
- Capital Management
- MBA
- Rice
- Non Agency Rmbs
- Strategy
- Customer Service
- Corporate Finance
- Valuation
- Swaps
- Bloomberg
- Financial Risk
- Credit
- Financial Analysis
- Management
- Investment Banking
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 Rice Business. With a robust skill set that includes ABS, Fixed Income, Currency, Structured Finance, Hedge Fund Strategies and more. Udayan Mitra has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Trajan Wealth LLC Employees
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Chad Countryman
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David Busch
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John Demarco
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