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Brookfield
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Karan Kapoor, Cfa, Aca Email & Phone Number
CFA, ACA (India), B. Comm (Hons.) with over a decade of experience within investment management industry.
at
Brookfield
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Role
CFA, ACA (India), B. Comm (Hons.) with over a decade of experience within investment management industry.
Location
Toronto, Ontario, Canada
Who is Karan Kapoor, Cfa, Aca? Overview
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Karan Kapoor, Cfa, Aca is listed as CFA, ACA (India), B. Comm (Hons.) with over a decade of experience within investment management industry. at Brookfield, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Karan Kapoor, Cfa, Aca.
Karan Kapoor, Cfa, Aca previously worked as Director, Controller Fund Operations at Searchlight Capital Partners and Fund Controller at Nephila Capital. Karan Kapoor, Cfa, Aca holds Cfa Level 3 Cleared, Investments And Securities, Level 3 Cleared from Cfa Institute, Usa.
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Brookfield
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Profile bio
About Karan Kapoor, Cfa, Aca
Accomplished finance executive with over 12 years of experience in investment management and consulting, specializing in investment funds’ financial reporting and operations. Possess deep knowledge of fund & investment operations, accounting, reporting, valuations, and process improvement. Proven track record of leading financial operations teams, driving strategic insights, and implementing technological enhancements. Holds a CFA and ACA designation.
Current workplace
Karan Kapoor, Cfa, Aca's current company
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10 roles
Karan Kapoor, Cfa, Aca work experience
A career timeline built from the work history available for this profile.
Director, Controller Fund Operations
Fund Controller
- Oversee the fund accounting team at company’s administrator to meet deadlines, confirm accurate and timely investor reporting, including performing a detailed review of their work and reconciliation to internal accounts. - Coordination of the day-to-day finance function and all areas of investment accounting for the company’s investment portfolios.
Jan 2019 - Feb 2024
Manager
Business Analysis and TransformationResponsibilities include:- Drive continuous improvement by identifying ways to streamline processes and reduce inefficiencies across the firm. Evaluate effectiveness of internal processes and controls and recommends enhancements to data retrieval, documentation, and process flow.- Performing a financial analysis of the.
Jul 2017 - Dec 2018
Assistant Manager Corporate Finance
- KPMG Advisory LimitedManaging a diverse portfolio of engagements and working with multi-disciplinary teams to deliver the following services:
- Business valuations;
- Alternative investment valuation;
- Financial and commercial due diligence;
- Financial modelling, forecasting and budgeting;
- Valuation services;
Jun 2016 - Jul 2017
Audit Senior
Clients:- In charge for the audits of various hedge fund clients, private equity (including mining funds), fund-of-funds and local investment trusts.Responsibilities include:- Liaison with staff, clients and partner regarding the preparation of audited financial statements in accordance with generally accepted accounting principles (U.S. GAAP and IFRS)..
Oct 2014 - Jun 2016
Audit Assistant Manager
Mar 2013 - Sep 2014
Audit Senior
May 2011 - Aug 2012
Executive-Assurance
Mar 2011 - Aug 2011
Ca Trainee
Gandhi Minocha & Co.
Jan 2009 - Sep 2010
6 education records
Karan Kapoor, Cfa, Aca education
Cfa Level 3 Cleared, Investments And Securities, Level 3 Cleared
Cfa Institute, Usa
Chartered Accountancy, Accounting And Finance
Institute Of Chartered Accountants Of India
Bachelors Of Commerce (Hons.), Commerce, A+
10+2, Commerce
Bhatnagar International School
Education record
Education record
FAQ
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What company does Karan Kapoor, Cfa, Aca work for?
Karan Kapoor, Cfa, Aca works for Brookfield.
What is Karan Kapoor, Cfa, Aca's role at Brookfield?
Karan Kapoor, Cfa, Aca is listed as CFA, ACA (India), B. Comm (Hons.) with over a decade of experience within investment management industry. at Brookfield.
Where is Karan Kapoor, Cfa, Aca based?
Karan Kapoor, Cfa, Aca is based in Toronto, Ontario, Canada while working with Brookfield.
What companies has Karan Kapoor, Cfa, Aca worked for?
Karan Kapoor, Cfa, Aca has worked for Brookfield, Searchlight Capital Partners, Nephila Capital, Kpmg In Bermuda, and Kpmg Global Services (Kgs).
How can I contact Karan Kapoor, Cfa, Aca?
You can use AeroLeads to view verified contact signals for Karan Kapoor, Cfa, Aca at Brookfield, including work email, phone, and LinkedIn data when available.
What schools did Karan Kapoor, Cfa, Aca attend?
Karan Kapoor, Cfa, Aca holds Cfa Level 3 Cleared, Investments And Securities, Level 3 Cleared from Cfa Institute, Usa.
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