Pallavi Patel, Cfa, Cpa, Cma
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Pallavi Patel, Cfa, Cpa, Cma Email & Phone Number

Manager, Fund Administration at Gryphon International Investment Corporation at Mawer Investment Management
Location: Toronto, Ontario, Canada 6 work roles 3 schools
1 work email found @gryphon.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email p****@gryphon.ca
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Current company
Mawer Investment Management
Role
Manager, Fund Administration at Gryphon International Investment Corporation
Location
Toronto, Ontario, Canada
Company size
185 employees

Who is Pallavi Patel, Cfa, Cpa, Cma? Overview

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Quick answer

Pallavi Patel, Cfa, Cpa, Cma is listed as Manager, Fund Administration at Gryphon International Investment Corporation at Mawer Investment Management, a company with 185 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at gryphon.ca and a matched LinkedIn profile for Pallavi Patel, Cfa, Cpa, Cma.

Pallavi Patel, Cfa, Cpa, Cma previously worked as Manager, Fund Accounting at Mawer Investment Management and Manager at Cibc Mellon. Pallavi Patel, Cfa, Cpa, Cma holds Cfa, Finance And Financial Management Services from Cfa Institute.

Company email context

Email format at Mawer Investment Management

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*@gryphon.ca
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AeroLeads found 1 current-domain work email signal for Pallavi Patel, Cfa, Cpa, Cma. Compare company email patterns before reaching out.

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Profile bio

About Pallavi Patel, Cfa, Cpa, Cma

Proficient in back office operations working with fixed income, equities, derivatives and money market instruments. Extensive hedge and mutual fund accounting, client service and business analysis experience.Highly skilled in business process improvement, system implementation and operating process documentation. Management and project experience with a leadership role in team building, training and employee development. Possess excellent communication, analytical, problem solving, decision making, and negotiation skills, with the ability to manage multiple, competing priorities effectively.

Listed skills include Financial Analysis, Financial Reporting, Accounting, Financial Modeling, and 9 others.

Current workplace

Pallavi Patel, Cfa, Cpa, Cma's current company

Company context helps verify the profile and gives searchers a useful next step.

Mawer Investment Management
Mawer Investment Management
Manager, Fund Administration at Gryphon International Investment Corporation
calgary, alberta, canada
Website
mawer.com
Employees
185
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Company profile
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6 roles · 19 years

Pallavi Patel, Cfa, Cpa, Cma work experience

A career timeline built from the work history available for this profile.

Manager

Cibc Mellon

Toronto, Ontario, Canada

Conducted independent control and risk assessments; provided education on controls and emerging risks and support business development and change.· Developed and executed tests for fund accounting department’s operational and regulatory controls.· Performed process/control design reviews to ensure risks are correctly identified and managed.· Analyzed.

Jun 2018 - Jul 2019

Supervisor, Fund Services

Mackenzie Investments

Toronto, Canada Area

Tested migration of book of business, from Mpower to Simcorp, for daily NAV process. · Reviewed validations and controls of daily NAV process in Dimension.· Tested custodian cash reconciliation setup in Dimension.· Tested new fund/series launch, fund/series terminations. · Resolved daily issues with batch processes.

2015 - 2017 ~2 yrs

Senior Manager, Client Operations

State Street

Toronto, Canada Area

Managed the team responsible for cash, position and pending foreign exchange reconciliations for hedge funds.· Developed and trained a new team focusing on reconciliations; and creating capacity for teams within my department as a result. · Maintained relationships with clients and provided highly valued client service.· Supported audits, financial.

2014 - 2015 ~1 yr

Trust Accounting Analyst

Adp

Etobicoke, Ontario

Forecasted short-term cash flow and completed various cash and ledger reconciliations ensuring compliance with internal controls. · Reported net daily cash flow requirements to Corporate Treasury.· Processed foreign exchange trade for payroll funded in USD and paid in CAD, GBP or EUR.· Provided support for Money Movement System projects, month-end.

2013 - 2014 ~1 yr

Manager, Alernative Investments

State Street

Managed a team responsible for accounting and NAV calculation of complex hedge funds. Ensured accuracy and timely completion of various month-end and ad-hoc reports. Worked with other departments on matters related to audit, compliance, tax and financial statement preparation.· Reviewed new fund set- up, closure, conversion, and transfer-in kind.

2007 - 2013 ~6 yrs
Team & coworkers

Colleagues at Mawer Investment Management

Other employees you can reach at mawer.com. View company contacts for 185 employees →

LP Laura Patterson, Cfa Laura Patterson, Cfa Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → PR Pedro Rodriguez Pedro Rodriguez Colleague at Mawer Investment Management Toronto, Ontario, Canada, Canada View → KJ Kristina Jackson Kristina Jackson Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → KK Kent Kaufield Fcpa, Fca, Icd.D Kent Kaufield Fcpa, Fca, Icd.D Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → JM John Martinko, Cfa John Martinko, Cfa Colleague at Mawer Investment Management Toronto, Ontario, Canada, Canada View → AM Anne-Marie Mcnally Anne-Marie Mcnally Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → JM Jorin Mantei, Cfa, Tep, Cfp, Cim Jorin Mantei, Cfa, Tep, Cfp, Cim Colleague at Mawer Investment Management Canada, Canada View → MB Mandy Basa Mandy Basa Colleague at Mawer Investment Management Canada, Canada View → DY Dao Yuan Zheng Dao Yuan Zheng Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View → KD Kennedy D. Lys, Cfa Kennedy D. Lys, Cfa Colleague at Mawer Investment Management Calgary, Alberta, Canada, Canada View →
3 education records

Pallavi Patel, Cfa, Cpa, Cma education

Cfa, Finance And Financial Management Services

Cfa Institute
FAQ

Frequently asked questions about Pallavi Patel, Cfa, Cpa, Cma

Quick answers generated from the profile data available on this page.

What company does Pallavi Patel, Cfa, Cpa, Cma work for?

Pallavi Patel, Cfa, Cpa, Cma works for Mawer Investment Management.

What is Pallavi Patel, Cfa, Cpa, Cma's role at Mawer Investment Management?

Pallavi Patel, Cfa, Cpa, Cma is listed as Manager, Fund Administration at Gryphon International Investment Corporation at Mawer Investment Management.

What is Pallavi Patel, Cfa, Cpa, Cma's email address?

AeroLeads has found 1 work email signal at @gryphon.ca for Pallavi Patel, Cfa, Cpa, Cma at Mawer Investment Management.

Where is Pallavi Patel, Cfa, Cpa, Cma based?

Pallavi Patel, Cfa, Cpa, Cma is based in Toronto, Ontario, Canada while working with Mawer Investment Management.

What companies has Pallavi Patel, Cfa, Cpa, Cma worked for?

Pallavi Patel, Cfa, Cpa, Cma has worked for Mawer Investment Management, Cibc Mellon, Mackenzie Investments, State Street, and Adp.

Who are Pallavi Patel, Cfa, Cpa, Cma's colleagues at Mawer Investment Management?

Pallavi Patel, Cfa, Cpa, Cma's colleagues at Mawer Investment Management include Laura Patterson, Cfa, Pedro Rodriguez, Kristina Jackson, Kent Kaufield Fcpa, Fca, Icd.D, and John Martinko, Cfa.

How can I contact Pallavi Patel, Cfa, Cpa, Cma?

You can use AeroLeads to view verified contact signals for Pallavi Patel, Cfa, Cpa, Cma at Mawer Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Pallavi Patel, Cfa, Cpa, Cma attend?

Pallavi Patel, Cfa, Cpa, Cma holds Cfa, Finance And Financial Management Services from Cfa Institute.

What skills is Pallavi Patel, Cfa, Cpa, Cma known for?

Pallavi Patel, Cfa, Cpa, Cma is listed with skills including Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Internal Controls, Auditing, Financial Accounting, and Risk Management.

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