Amit Mehta
Summary
Detail oriented and client focused professional accustomed to managing complex and demanding clients and focused on generating efficiency within the existing process thereby improving the bottom line. A believer in continuous improvement who constantly works towards achieving better results through increased efficiency in management of available resources. A strong team leader/player, training, guiding and motivating team of professionals towards maximum productivity with exceptional consensus building, negotiation and interpersonal skills, analytical mind, and comprehensive problem detection/solving abilities.
Overview
13
13
years of professional experience
Work History
Vice President
ARCESIUM
05.2021 - Current
- Led efforts to automate processes in Private Market Investor Allocation system, building very complex waterfall structures and Subsequent close clause spreading across multiple entity, SPV, Blockers, etc. alongwith systematic processing of Capital Calls, Distribution and Commitments.
- Successfully developed fully automated complex Waterfall Distribution calculator with logics covering both European and American style Waterfall including but not limited to Advance tax, clawback provision
- Comprehend complex client requirement in Private market Investor allocation space and onboard complex structures
- Build complex P&L allocation methods and capping criteria on Private Investments and Allocation simulations.
- Preparing and providing pre-sales Demos and client PoC further creating complex scenarios showcasing product capabilities
- Leading and managing a multi-million $ re-engineering program to revamp legacy product and making it market ready with ability to expand product reach.
- Successfully expanded client base by 4x on Investor allocation product achieving the firm strategy to penetrate more diverse market.
- Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
Vice President
Morgan Stanley Fund Services
06.2011 - 05.2021
- Preparing Month-end NAV packages for Hedge & Private Market fund and allocation of P&L along with Reconciliation of Market Value and Cost of securities
- Periodic process review to mitigate risk and review and check daily activity performed by team members for accuracy
- Responsible to deprecate vendor product and develop in-house Investor allocation product
- Co-lead system development for Commitment, Capital Call and Distribution alongwith NY lead
- Liaising with Senior Hedge fund manager and Coordinating with Private Equity managers for various impact analysis due to change in agreement terms with investors, new launches, or any major Fund events
- SME in Private Equity accounting, complex waterfall distribution and carry calculations, tracking capital call and commitment, process subsequent closing and equalization
- Support fund marketing by computing IRR and various multiples of capital
- Managing client and reporting for multiple private equity funds with total assets exceeding $40 billion
- Review of Private placement agreement and Private valuations received from Third party agencies
- Provide Accounting solutions to Hedge Funds and Private Equity Funds for independent valuation, investor transparency and regulatory compliance
Education
MBA - Finance (PGDBM) - Finance
IES MCRC, Mumbai
Mumbai01.2011
Bachelors in commerce - Commerce
M.L.Dahanukar College, Mumbai University
Mumbai01.2007
Skills
- Detail oriented
- Team leadership
- Negotiation and Interpersonal skills
- Analytical and Problem solving abilities
- Private equity and Hedge fund accounting
- Waterfall distribution and carry calculations
- Capital call and commitment tracking
- Subsequent Closing
- Client requirement comprehension
- Complex structure onboarding
- Complex P&L allocation
- Pre-sales demos
- Product improvement
- Client base expansion
- Stakeholder communication and Relationship management
Timeline
Vice President
ARCESIUM
05.2021 - Current
Vice President
Morgan Stanley Fund Services
06.2011 - 05.2021
MBA - Finance (PGDBM) - Finance
IES MCRC, Mumbai
Bachelors in commerce - Commerce
M.L.Dahanukar College, Mumbai University
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