Akash Patil
Experienced Professional in Investor Services, Private Equity, Transfer Agency, Mutual Funds, and Reference Data Management
- Role
- Associate at Brookfield
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Akash Patil
Results-driven financial services professional with extensive experience in front-office…
Experience
Associate
May 2024 — Present · Pune, IN
Responsible for managing Luxembourg-based client accounts, specializing in investor onboarding, bank reconciliation, and end-to-end fund administration. Key tasks include facilitating account openings, executing capital calls, transfers, and distributions, and tracking fund movements via Investran. Additional duties include updating templates for capital calls, managing essential reports, supporting audits, and addressing client inquiries, ensuring seamless document organization and compliance with AML requirements.
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