Akshay Joshi
Mumbai
Summary
Detail-oriented finance professional with 7+ years of experience across alternates asset management and business development . Skilled in portfolio data analysis, fund reporting, due diligence, and process optimization . Adept at analyzing alternative asset investments , ensuring accurate reporting, and supporting institutional clients with insights on exposure and risk.
Overview
9
9
years of professional experience
Work History
Manager-Asset Product Manager
360 ONE Alternates Asset Management
Mumbai
04.2025 - Current
- Oversee product reporting for multiple Category 2 Alternative Investment Funds by preparing marketing decks, factsheets, communiques.
- Perform various fund reporting activities such as drawdown analysis, carry working, IRR Workings and ensure accurate investor reporting
- Collaborate with fund management team, compliance team, marketing team, operations team and launch new unique and competitive funds for our LPs
- Conduct due diligence on funds key documents (PPMs) and ensure compliance with internal frameworks and SEBI Regulations
Manager- Business Development-Retail Sales
Motilal Oswal Asset Management Company
Mumbai
11.2021 - Current
- Spearheaded the onboarding of MOAMC products with major national distributors, expanding product availability and market penetration
- Executed tailor made strategies to increase the Pan India MFD channel activation from 5% to 10% in one year
- Developed and implemented strategic growth plans to expand the retail distribution base, resulting in a increase in market share over the past two years
Assistant Manager-Treasury Advisory Group
IFA Global
Mumbai
12.2020 - 11.2021
- Preparing research reports by sourcing data from different databases such as Bloomberg, Reuters, Cogencies.
Primary Research Analyst
Woozle Research
London
05.2019 - 02.2020
- Being proactive in seeking out more efficient methods of data collation through first-hand trial and error testing of methods to help deliver sustainable and timely results against targets.
Team Leader-Direct Reactivation
Motilal Oswal Financial Services Ltd
Mumbai
05.2016 - 12.2017
- Lead and Supervised of 15 advisers and ensured accurate and timely execution of trades across various financial instruments, including equities, derivatives, and fixed income.
Education
MBA - Finance
Don Bosco Institute of Management And Research
Mumbai, India05-2016
Msc - Investment and Risk Finance
University of Westminster
London, United Kingdom01.2020
Skills
- Interpersonal
- Analytical
- Business Development
- MS Office
- Leadership
- Networking
- Portfolio Management
- Market Research
- Project Management
- Market Analysis
- Product Management
- Investor Communication
Timeline
Manager-Asset Product Manager
360 ONE Alternates Asset Management
04.2025 - Current
Manager- Business Development-Retail Sales
Motilal Oswal Asset Management Company
11.2021 - Current
Assistant Manager-Treasury Advisory Group
IFA Global
12.2020 - 11.2021
Primary Research Analyst
Woozle Research
05.2019 - 02.2020
Team Leader-Direct Reactivation
Motilal Oswal Financial Services Ltd
05.2016 - 12.2017
MBA - Finance
Don Bosco Institute of Management And Research
Msc - Investment and Risk Finance
University of Westminster
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