Amit Mehta
Chief Investment Accountant
Kuwait
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Summary
Summary:
- Focused professional with 10+ years of experience in Investments, Finance, Accounting Expert/Consultant
- A proven expertise in asset management, investment management, project management, fund operations, Investment Accounting &Valuations, Transfer Agency, Global Custody, Portfolio Transition management.
- Worked with Sovereign Wealth Funds, Fund Managers, Global Custodians and Service providers.
Accomplishments
- Implemented an accounting system maximizing efficiencies and significant cost savings. [Approx savings USD 20 million]
- Offshore migration of processes leading to improved operational and financial efficiencies. [Approx. savings USD 25 million]
- Process Improvements mitigating financial and reputational loss, higher customer satisfaction and higher employee morale and productivity. [Approx. savings USD 15 million]
- Meticulously planned and managed multiple projects to accomplish strategic goals and organization’s objectives.
Skills
- Project Management
- System Implementations
- Process Improvement
- Strategic Planning
- Financial Reporting
Overview
12
12
years of professional experience
4
4
Certificate
Certification
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Chartered Accountant (CA)
- Six Sigma Green Belt
Work History
Chief Investment Accountant
Kuwait Investment Authority
Kuwait
01.2017 - Current
• Company Overview: Kuwait Investment Authority, USD 1 Trillion Fund, is a sovereign wealth fund responsible for managing national reserve assets and investments in Future Generation Fund[FGF].
• Oversee financial accounting and reporting for FGF [Size ~ USD 800 Billion], ensuring compliance with local GAAP and regulatory requirements in a team size of 10 people.
• Implement procedures to enhance accuracy and efficiency of financial data analysis and reporting
• Project: Implementation of accounting systems to streamline investment accounting and reporting processes
• Manage relationships with stakeholders to ensure audit and regulatory compliance
• Collaborate with investments, finance, operations & legal and compliance teams for accurate investment reporting
Vice President - Financial Reporting
JP Morgan
India
05.2015 - 11.2016
• Company Overview: JP Morgan , Assets size of USD 3 Trillion,is a leading global financial services firm with a presence across 14 markets, known for its significant market influence
• Project: Directed successful process migrations to support offshoring business model. [AUM Size ~USD 700+ Million]
• Oversaw financial reporting, ensuring quality delivery and timely reporting[AUM Size ~USD 400+ Million]
• Project: Lead team of innovation and automation supporting conversion to Robotics platform from manual work around
• Managed multiple teams with a total size of ~30 members(~17 Clients) ; Developed and mentored staff for continuous learning and career growth
Vice President-Fund Accounting
Citi
India
07.2013 - 05.2015
• Company Overview: Citi is a prominent banking institution with over $1 trillion in assets, providing a wide range of financial services worldwide
• Project: Managed fund accounting process migration to Offshore Captive locations [AUM Size ~USD 400+ Million]
• Project: Led 6 Sigma Lean Project for NAV allocation team to improve accuracy and turnaround time fund administration operations ensuring timely and accurate delivery [AUM Size ~USD 500+ Million]
• Oversaw client relationships, delivering exceptional service
• Managed multiple teams with (Managed a team size of ~60 people; ~28 clients).
Education
Bachelor of Commerce (Accounting And Finance) -
University of Mumbai
MumbaiAvailability
I am expecting to migrate USA with my family on Green Card [permanent residency] during June 2025. Therefore, I do not require any type of sponsorship or work visa. I will be available to join work from July 2025.
References
References can be made available upon request.
Reach out
In case, you want to reach out to me directly, please free to email me at amitsonal2007@gmail.com
Timeline
Chief Investment Accountant
Kuwait Investment Authority
01.2017 - Current
Vice President - Financial Reporting
JP Morgan
05.2015 - 11.2016
Vice President-Fund Accounting
Citi
07.2013 - 05.2015
Bachelor of Commerce (Accounting And Finance) -
University of Mumbai
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