Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, India
05-2016

Msc - Investment and Risk Finance

University of Westminster
London, United Kingdom
01.2020

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
Akshay Joshi