Gaurav Gohil

Assistant Vice President - Investor Relations Transfer Agency @Apex Group Ltd

CA

Reporting to the Head of Canada IR / TA, led a team of 2 members by communicating effectively and work closely with investors, GP, Investment Manager and Dealers of Private Equity & Real Estate funds thus providing best-in-class business operational services such as IR / TA, AML / KYC and FATCA & CRS- Currently managing the subscription reviews, investor onboarding and capital activities processes for close ended PE / RE funds and also preparing quarterly / annual KPI’s- Supervising the offshore (India) oversight process to effectively identify areas of improvement by working with the offshore leadership team for CE funds- Owner of the Canadian fund onboarding process by ensuring planning and successful execution of timeline and pipeline of new fund launches along with conversions of funds with an expertise in FundServ / Prometa for funds incorporated in Canada- Accountable for wire payments for investor distributions, underlying fund payments and management fees- Key point of contact for daily business needs and escalations for the leadership team of the client- Recognized for managing annual tasks like investor tax reporting & filing and regulatory reporting requirement for NI 45-106- Successfully automated FundServ upload templates leading to reduction in TAT by 70% and accuracy gain by 100% which was duly appreciated by the client- Actively involved in talent acquisition by interviewing Associate, Sr. Associate and AVP level openings within the department- Single point of contact for the GP / IM’s / Dealers / Investor related queries along with internal, external and third-party audits- Renowned for building authentic client and stakeholder relationships by way of in-person visits and delivering excellent client service as per agreed SLA through implementation and utilisation of operational and control frameworks- Received positive feedback internally and from the client for managing expectations and tight deadlines on various occasions.

Bhavans College

Bachelor’s Degree, Bachelor of Commerce

Bhavans College

Higher Secondary Certificate, Commerce

Bhavans A.H. Wadia High School

Secondary School Certificate