Anandit Joshi

A senior investment technology executive with 20+ years of experience defining and executing multi-year technology strategies across the full investment lifecycle at leading global alternative asset managers. Deep hands-on expertise owning and modernizing enterprise investment platforms — including Allvue, DealCloud, eFront, Investran, and Snowflake — combined with a track record of leading multi-disciplinary technology teams, driving data quality and integration programs, and championing AI and intelligent automation across investment workflows. Trusted by senior investment leadership as a strategic technology partner who translates complex operational requirements into scalable, high-quality platform capabilities.

Principal, Applications, Data & Solutions - Ares Management - Boston, MA

(2022-01 - 2026-04)

Served as primary technology partner to the Enterprise Investment Office — owning investment technology strategy, platform roadmap, and vendor governance across a $600B AUM firm spanning PE, credit, real estate, and infrastructure.

• Designed and delivered unified investment data architecture on Azure and AWS — a centralized data lake and integration layer connecting Allvue, eFront, DealCloud, and downstream analytics platforms powering exposure analytics, forecasting, liquidity planning, and valuations.
• Owned platform health and evolution across core investment systems — governing strategic vendor relationships (Allvue, eFront, DealCloud, Investran) and leading platform modernization, system consolidation, and integration programs across the investment technology stack.
• Implemented AI- and LLM-driven automation — including side-letter and NDA extraction, diligence summarization, covenant monitoring, and pipeline analysis — reducing manual workload by 30–40%.
• Delivered NLP and document-intelligence solutions and strengthened governance to ensure traceability across sourcing, pricing, monitoring, and valuation processes.
• Streamlined Subscription document review cycles by 20% and enhanced quarterly valuations with structured inputs, automated checks, and improved data fabric.
• Institutional Investor Lifecycle — Led end-to-end investor onboarding technology for institutional LPs, digitizing subscription workflows, automating KYC/AML document collection, and integrating with transfer agent and fund administration platforms to accelerate onboarding across PE, credit, real estate, and infrastructure fund structures.
• Led cloud infrastructure strategy and migration across Azure and AWS — establishing scalable, resilient data and application environments that supported firm-wide investment operations, regulatory reporting, and AI workloads across multiple business units.
• Architected investor portal and reporting infrastructure delivering on-demand NAV, performance, capital account, and ESG reporting to LP stakeholders, replacing manual pack production and reducing quarterly reporting cycle times significantly.
• Designed and automated capital call, distribution, and investor notice workflows — integrating fund accounting, treasury, and CRM systems to ensure accurate, timely delivery of notices with full audit trails.
• Implemented Salesforce-based CRM for LP relationship management, enabling pipeline tracking, investor preference management, and fundraising analytics across the investor relations and business development functions.
• Led regulatory compliance technology programme spanning FATCA, CRS, AIFMD Annex IV, and Form PF reporting — building automated data extraction, validation, and submission pipelines to ensure complete and timely regulatory filings.

Vice President, Information Technology & Security - Ares Management - Boston, MA

(2020-01 - 2021-12)

Led senior technology leaders and multi-disciplinary teams across investment systems, data engineering, and security functions — setting delivery standards, developing talent, and maintaining strong alignment with investment and operations stakeholders.

• Modernized fund, investor, and regulatory data flows supporting portfolio monitoring and quarterly reporting.
• Implemented operational dashboards that improved transparency across compliance, investor operations, and portfolio-level risk, reducing manual reconciliation work by 25%.
• Enhanced controls for sensitive investor and investment data to support scalable AI and analytics programs.
• Strengthened investor data governance and access controls across CRM, investor portal, and fund administration systems, ensuring data integrity for LP reporting and regulatory submissions.

Senior Manager, Investment Systems - Bain Capital - Boston, MA

(2014-01 - 2020-12)

Owned the full investment technology platform portfolio — Salesforce, Investran, DealCloud, Security Master, WSO, Snowflake, AWS, and Tableau — governing platform health, vendor relationships, and integration architecture across global PE, credit, real estate, and public market investment teams.

• Delivered workflow automation for sourcing, underwriting, valuation, and monitoring, reducing deal team administrative burden and improving data accuracy for investment committee materials.
• Built forecasting and exposure management tools enabling better capital deployment decisions across funds, cutting analysis times from days to hours.
• Implemented resilient and scalable integration architecture supporting fund accounting, investor reporting, compliance, and risk functions.
• Led multi-year modernization program that improved investment data reliability, enabling consistent LP reporting and streamlined audit cycles.
• Institutional Investor Lifecycle — Modernized subscription and onboarding processes for institutional LPs across private equity, credit, and real estate vehicles, implementing document management workflows with KYC/AML checks integrated into fund administration and transfer agent platforms, significantly reducing onboarding cycle times.
• Built and maintained investor reporting platforms providing LPs with timely, accurate capital account statements, performance reports, and fund notices — coordinating data flows across Investran, fund accounting, and reporting tools.
• Automated capital call and distribution notice processes, reducing manual production effort and enabling same-day investor communications across multiple fund vehicles and geographies.
• Deployed and configured Salesforce CRM for LP relationship management, supporting investor relations teams with pipeline visibility, meeting tracking, and mandate preference management across global institutional investors.
• Supported FATCA, CRS, and state-level regulatory reporting programs by building structured data pipelines from fund administration and investor systems, ensuring accurate and timely compliance filings across fund structures.

Senior Business Analyst / Project Manager - GAF - Wayne, NJ

(2012-01 - 2013-12)

Delivered enterprise integrations, data migrations, and operational analytics solutions.

Additional Earlier Role - GTECH

(2005-01 - 2011-12)

Additional Earlier Role - CJ Constructus

(2005-01 - 2011-12)

Additional Earlier Role - Baseball Federation of India

(2005-01 - 2011-12)

Additional Earlier Role - India China Trade Centre

(2005-01 - 2011-12)

MBA - Financial Management - Johnson & Wales University