Antara Bhagat
Macquarie Asset Management- Client Services | Private Equity, Private Credit & Infrastructure | Fundraising & Due Diligence
- Role
- Executive at Macquarie Group
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Antara Bhagat
Asset management professional with more than 4.5 years of experience in Client Services and Investor Reporting across private equity, private credit, and private infrastructure equity for US and EMEA funds. Skilled in managing investor communications, supporting new fundraises, and coordinating operational due diligence for infrastructure strategies. Focused on delivering a seamless experience for both existing and prospective investors.
Experience
Executive
May 2024 — Present · Gurugram, IN
As part of the Client Services team, I contribute to supporting both prospective and existing investors through the preparation of high-quality financial templates (LP Templates), Operational Due Diligence Questionnaires (ODDQs), and Request for Proposals (RFPs). I collaborate closely with internal stakeholders across investment, compliance, and legal teams to ensure the delivery of accurate, timely, and investor-ready materials.Key Responsibilities: • Prepare and maintain financial templates, RFPs, and DDQs for prospective and existing institutional clients for EMEA funds. • Lead and support process improvement initiatives to streamline investor reporting and onboarding documentation. • Drive the deployment of digital tools including a proprietary AI-based digital Co Worker, enhancing the quality and efficiency of DDQ outputs. • Draft and manage standardized compliance letters for all Investment Managers and AIFM entities under the firm’s umbrella. • Ensure consistency and accuracy across all client-facing materials in alignment with regulatory and brand standards. • Act as a central point of coordination between investor relations, compliance, operations, and legal teams. • Maintain and update a centralized repository of standard responses, quantitative financial performance metrics, compliance documentation, and client deliverables to ensure accuracy, consistency, and ease of access.
Education
Miranda House, Delhi University
Bachelor's degree, Economics
2015 — 2018
Delhi Public School - India
Commerce
SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
MBA (PGDM), Finance
2019 — 2021
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