Tofan Kumar
Pune
Summary
Dynamic and results-driven alternative investment business with eight years of experience in alternative investments, private equity, hedge funds, and real estate finance. Adept at building strong client relationships, delivering accurate financial reporting, and streamlining operational processes to maximize investor satisfaction. Strong leadership skills, with a focus on delivering exceptional service in fast-paced, dynamic environments.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Lead Representative
Bank Of New York
Pune
04.2023 - Current
- Transporting subject matter expert of all investor relations processes always ready to share lessons learned with both junior staff and greater global team.
- Mentoring junior staff, responsible for their onboarding and training.
- Act as point of contact for clients and other internal service groups.
- Coordinate new client business meetings, clear communication of launch or conversion requirements & handle/resolve escalated items.
Senior Associate –I
Apex Group Ltd.
03.2020 - 04.2023
- Successfully deliver 11 fund lunches & capital activity, which brings 3 new client & 7 new funds business for the team.
- Reconciled capital activity, fund NAVs, and investment valuations for multiple funds, ensuring alignment with investor statements.
- Created investor communication templates to enhance consistency and clarity in fund updates and performance summaries.
- Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service.
Senior Analyst
JP Morgan & Chase Co.
04.2017 - 03.2020
- Process and review investor transactions, including subscriptions, redemptions, and transfers, ensuring accuracy and compliance with fund policies.
- Gained industry knowledge, proposed 3 new reporting & implement it for better deliverables.
- Participate in system migration projects, testing and validating data accuracy during implementation phases.
- Act as point of contact for clients and other internal service groups.
Education
MBA - Finance & Operations
International School of Management Excellence
Bangalore, Karnataka, India06-2017
Skills
- Missing trade list - Crate the recon file & which save 2 hr everyday for the team
- Payment tracker - Build the file which make easy transaction for all capital activity
- Active or inactive IP status - prepare the report, which helps the team to communicate with client & investor effectively
- Automate investor static file - reduce the manual work
Certification
- Excel: financial modeling and valuation/ Udemy/ 2018
Achievement
- Be client obsessed - Bank of New York
- Spotlight Award - Apex Group Ltd
Timeline
Lead Representative
Bank Of New York
04.2023 - Current
Senior Associate –I
Apex Group Ltd.
03.2020 - 04.2023
Senior Analyst
JP Morgan & Chase Co.
04.2017 - 03.2020
MBA - Finance & Operations
International School of Management Excellence
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