Meet the team
Chief Operating Officer
Sumit Mahajan is the Chief Operating Officer at Portfolio BI, where he leads product strategy, engineering, Consulting teams and Business Ops to deliver scalable, customer-centric solutions for alternative asset managers. With more than 20 years of experience in financial services and enterprise technology, he combines technical expertise with strategic insight to drive innovation. Sumit is a Chartered Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM).
