Bilal Patel
MBA in Finance | NISM Series 8 Equity Derivatives| NISM-V-A | Equity Reasearch | Derivatives | Fixed Income | Corporate Finance | Financial statment | Mutual Funds
- Role
- Associate at Waterfield Advisors
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Bilal Patel
MBA graduate in Finance from Mumbai University with hands-on experience in mutual fund operations, client onboarding, and portfolio reporting. Currently working with Waterfield Advisors, handling mutual fund transactions, reconciliations, MIS reporting, and coordination with Fund Managers. Previously interned at Moneybee Securities and Epitome Wealth Management, gaining exposure to equity research and client portfolio management. Actively seeking roles in equity research, portfolio management, or financial analysis.
Experience
Associate
Aug 2025 — Present · Mumbai, IN
Handled mutual fund transactions and fund transfers across multiple AMCs on behalf of clients.• Authorized daily mutual fund orders and coordinated redemption requests with Fund Managers.• Performed bank and unit reconciliations, ensuring accuracy between custody data, bank balances, and fund accounting records.• Generated operational and MIS reports using Well Spectrum to support business decisions.• Managed client onboarding and KYC processes, including collection and maintenance of documentation.• Shared portfolio updates, transaction data, and corporate action entries with clients and Fund Managers in a timely manner.
Education
University of Mumbai
Bachelors of Banking and Insurance
University of Mumbai
Master of Business Administration - MBA
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