Priyank Shah

Alternative Investment Fund Controller

Role
Fund Controller at J.P. Morgan Private Bank
Location
Edison, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Priyank Shah

Experienced alternative investments leader with 10+ years driving operational excellence…

Experience

  1. Fund Controller

    J.P. Morgan Private Bank

    Dec 2023 — Present · Jersey City, NJ, US

    Prepare, review and sign off fund NAV packages for private equity (fund of fund) conduits (open-ended, close-ended, multi-manager), associated investor allocations, cash management and review of audited financial statements• Prepare/review budgets for newly launched funds to estimate organizational expenses along with review of ongoing fund expenses on day-to-day basis• Review capital calls/distributions along with cash analysis/tax withholding• Directly engage with third party fund administrators/auditors on a day-to-day basis to work through reporting and valuation• Work closely with internal teams (Middle office/Investor Relations/Accounts Payable/Tax) on multitude requests

Education

  • Sydenham College of Commerce and Economics

    Masters in commerce

    2010 — 2012

  • Clark University

    Master's degree

    2012 — 2013

  • H R College

    Bachelor of Commerce (B.Com.)

    2005 — 2010

Skills

  • Investments
  • Bloomberg
  • Hedge Funds
  • Financial Modeling
  • Valuation
  • Financial Analysis
  • Corporate Finance
  • Equities
  • Portfolio Management
  • Investment Banking
  • Banking
  • Financial Services
  • Risk Management
  • Business Strategy
  • Accounting
  • Financial Reporting
  • Analysis
  • Insurance
  • Investment Strategies
  • Business Planning
  • Fixed Income
  • Access
  • Equity Research
  • Finance
  • Microsoft Office
  • Microsoft Excel

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Priyank Shah — Fund Controller at J.P. Morgan Private Bank in Edison, NJ, US | Unifers