Kashish Mahajan
Senior Associate, Alternative Investments
Lehi,UT
Summary
Experienced professional with a strong background in wealth management data and client relationship management. Demonstrated ability to reconcile large datasets in wealth management software ensuring accuracy in IRR and TWR, and meeting deadlines. Skilled in managing multiple teams and overseeing client reporting data for large portfolios.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Senior Associate
Alter Domus
Salt Lake City, UT
06.2020 - Current
- Reconcile statements and capital activity notices from various alternative investment fund managers involving private equity funds, hedge funds, fund of funds, and real estate funds in wealth management software ensuring returns, unfunded commitments, and capital activity are recorded accurately
- Assist clients with requested financial data information, and prioritize internal tasks as per the request
- Manage multiple teams working on client reporting data with more than 20,000 investment positions
- Co-ordinate with other departments to ensure client requests are fulfilled across all aspects
- Manage side projects relating to client onboarding and offboarding
- Train new employees and create/maintain documentation and templates for various booking processes
- Address all internal and external inquiries about financial bookings and provide more insight and feedback where needed
- Understand the business model and achieve work goals during busy periods
Information Systems Management Officer
Box Hill Institute
Melbourne, Australia
09.2018 - 06.2020
- Identify and clarify requests for institute data through systems and business analysis
- Maintain and manage a calendar of data validation reports to comply with government reporting
- Liaise with institute staff to correct data issues and advise on ways to reduce reoccurrence
- Identify opportunities for additional data validation reports to improve data integrity and reduce government reporting errors
- Perform data cleansing activities in a timely manner
- Undertake regression testing during system upgrades to ensure systems have not been adversely affected
- Assist in the development and execution of test plans for new and existing student management system functionality
- Develop and maintain a sound understanding of institute data and student cohorts to produce accurate and meaningful reports as requested
Education
Master of Business Information Management -
La Trobe University
Melbourne, Australia 07.2015 - 07.2017
Bachelor of Computer Applications -
Guru Nanak Dev University
Jalandhar, India 04.2011 - 04.2014
Skills
MS Excel
Timeline
Senior Associate
Alter Domus
06.2020 - Current
Information Systems Management Officer
Box Hill Institute
09.2018 - 06.2020
Master of Business Information Management -
La Trobe University
07.2015 - 07.2017
Bachelor of Computer Applications -
Guru Nanak Dev University
04.2011 - 04.2014
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