Harsh Patel Email & Phone Number

New York, NY, US

Stamford, Connecticut, United States

Boston, Massachusetts, United States

• Managed relationships with limited partners by coordinating with specific teams internally and fulfilling their day-to-day requests including audit confirms, due diligence questionnaires (DDQ), tax questions, capital.
• Coordinated the onboarding process for new subscriptions and helped process additional subscriptions, partial redemptions, and full redemptions by connecting with the necessary teams and reflecting the update in Dynamo.
• Cleaned up allocation files to tie out numbers on notices for monthly, quarterly, and yearly postings via MailMerge.
• Worked with the finance team to clean out the OID master file to reflect any buys, sales, transfers, and refinances.

Boston, Massachusetts, United States

• Completed functions that support daily operations, including client and investor reporting (daily, quarterly, and yearly), audit confirms, fund related tax work (K-1s and K-3s), and managed fund’s service provider.
• Communicated regularly with the administrators, custodians, prime brokers, auditors, and tax service providers of Arrowstreet sponsored funds to ensure successful completion of fund-related deliverables and to mitigate.
• Utilized excel to expedite quarterly reporting process for fund’s financial statements from 2 weeks to 1 day.

East Northport, New York, United States

• Managed inventory count, daily books, accounting, employee schedules and installed and set up new POS system.
• Accelerated sales by 1.25x by setting up a third-party delivery option through Doordash, Uber Eats, and Grubhub.
• Advertised cashier and deli clerk job openings on Indeed and interviewed qualified candidates to fulfill the openings.

Greater New York City Area

- IB Business and Management HL- IB Spanish HL- IB Language and Literature HL- IB History of the Americas HL- IB/AP Chemistry SL- IB Math SL

Greater New York City Area

- AOF Intro to Business- AOF College Accounting- IB Business HL- AOF College Financial Planning- AOF College Entrepreneurship in the International Arena

Greater New York City Area

• Worked with a team of auditors at the Estee Lauder Office to verify their year-end 10-k using eAudit and Excel.
• Reconciled Q2 financials to be included in the 10-k and reviewed any discrepancies with the number source.

Bachelor Of Science - Bs, Business Administration And Economics, Concentration In Finance

Activities and Societies: Finance and Investment Club, Sports Business & Innovation Network, UTSAV – South Asian Organization, Beta Alpha.

High School Diploma

Activities and Societies: DECA (Board of Directors), Business Honors Society (Treasurer), National Honors Society, Robotics, Tennis.