Gaurav Bhise Email & Phone Number

Toronto, ON, CA

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• Duties:
• Lead multiple large-scale fund launch projects which include developing project charters, setting deliverables and milestones, monitoring progress, resolving inefficiencies, and allocating resources appropriately.
• Act as liaison between clients and internal departments to coordinate monthly investor statement generation process by monitoring for process inefficiencies, managing deadlines, and resolving issues.
• Supervise and train junior associates in investor relations analysis.
• Provide support in onboarding new employees and ensuring proper policies and procedures were administered and kept up-to-date.
• Continue to perform duties of Investor Relations Analyst role (outlined below).Key Accomplishments:

• Duties:
• Performed regular due diligence in compliance, trend analysis and research of fund activity, including fund accounting, performance analysis and valuations.
• Calculated monthly Net Asset Value (NAVs), and performance fees, created liquidity schedules, and coordinated interdivisional capital calls.
• Extensively reviewed fund-related documentation, investment packages, Know Your Customer (KYC), Anti Money Laundering (AML), and account set-up.
• Created customized solutions to meet client needs, including monthly/quarterly fund performance reports and bespoke investor statements.Key Accomplishments:
• Managed investor relations process for four major hedge fund clients, each with over $1 billion dollars in assets.

Toronto, Ontario, Canada

• Duties:
• Led interdivisional application of financial standards and procedures.
• Prepared invoices and facilitated payments to vendors.
• Served as primary support to department heads regarding accounting and finance issues.
• Managed and reconciled over 150 budgets.
• Tracked and maintained the group’s 4 cost centres and performed variance analysis on any charge that had discrepancies, when compared to its forecasted value.Key Accomplishments:

Mississauga

• Duties:
• Utilized historical data and seasonal trends to project the profitability of new business ventures in efforts to design and implement beneficial business forecasts.
• Analyzed clients’ historical financial trends by rectifying irregularities in accounts and corporate bank/credit card statements.Key Accomplishments:
• Assisted in the identification of over $1M in cost savings for clients through extensive financial trend analysis.
• Reconciled over 50 businesses’ financial statements and utilized QuickBooks Pro to record accurate journal entries and process business expenses for clients.

• Duties
• Identified the client's immediate and emerging financial needs, through personal and business transactions.
• Proactively provided clients with advice and/or appropriate products and services
• Updated customer records through daily transactions, to ensure if they may be contacted for future promotions
• Processed wire transfer transactions, as well as drafts using domestic and foreign currenciesSuccesses
• Provided unmatched level of customer service to add value, retain customers, and upsell products and services

• Duties:
• Planned and coordinated sporting events across several schools and intramural leagues
• Interviewed and selected writers to contribute to the company's website
• Conducted research on advertising space and revenueSuccesses
• Planned and coordinated a project to organize a high school basketball tournament for fifteen teams
• Identified new revenue stream through advertisements on company’s website

Toronto, Canada Area

Organization offers employment services as well as workshops beneficial to employment. My duties include customer service as well as creating new multimedia items.