Quote
Overview
Summary
Accomplishments
Skills
Websites
Certification
Education
Work History
Availability
References
Reach out
Timeline
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Amit Mehta

Amit Mehta

Chief Investment Accountant
Kuwait City,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

Overview

15
15
years of professional experience
4
4
Certification

Summary

Professional Summary

  • Seasoned professional with over 15 years of experience in fund accounting and NAV calculation across various sectors, including private equity, real estate, hedge funds, and mutual funds. Demonstrated expertise in portfolio valuations, investor reporting, NAV allocation, and financial reporting. Proven track record in asset and investment management, project management, stakeholder and investor management, fund accounting, transfer agency, global custody, and portfolio transition management. Extensive experience collaborating with sovereign wealth funds and global fund managers on the client side, as well as multicultural global organizations on the service providers side.

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

  • Fund Accounting
  • Financial Reporting
  • Project Management
  • System Implementation
  • Process Improvement
  • Strategic Planning

Certification

  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Chartered Accountant (CA)
  • Six Sigma Green Belt

Education

Bachelor of Commerce - Accounting And Finance

University of Mumbai
India

Work History

Chief Investment Accountant

Kuwait Investment Authority
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].
• 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 fund accounting and financial 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
• Collaborate with investments, finance, operations, auditors & legal and compliance teams for accurate investment reporting.

Vice President-Financial Reporting

JPMorgan
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 NAV process migrations to support offshoring business model[AUM Size ~USD 700+ Million]
• Oversaw fund accounting, 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
• Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
• 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
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]
• Managed multiple teams with a team size of ~60 people; ~28 clients
• Demonstrated proficient leadership skills to motivate employees and build competent teams.

Vice President - Head of Fund Administration

Investcorp Bank BSC
09.2007 - 01.2013

• Company Overview: Investcorp is a leading provider of alternative investment products with over $40 billion in raised capital
• Oversaw fund operations, managing a team of 4 members for Hedge funds accounting and transfer agency.
• Project: Spearheaded Fund Administrators Change Project for fund accounting, portfolio valuations and nav reporting ensuring successful implementations
• Collaborate with stakeholders to effectively communicate fund performance and financial reporting.
• Managed team through training phase, ensuring understanding of new processes and technology.

Availability

I am migrating to USA with my family on Green Card [permanent residency]. I do not require any type of sponsorship or work visa. I will be available to join work from July 2025.

References

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

JPMorgan
05.2015 - 11.2016

Vice President - Fund Accounting

Citi
07.2013 - 05.2015

Vice President - Head of Fund Administration

Investcorp Bank BSC
09.2007 - 01.2013

Bachelor of Commerce - Accounting And Finance

University of Mumbai
Amit MehtaChief Investment Accountant