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Product Manager – Capital Systems | Fund Ops & Investment Associate (Infra/Private Credit) | Columbia × IIT | FMVA, CAIA (ongoing)
 

Roles I’m Exploring

  • Solutions Architect (Investment / Capital Systems)

  • Product Manager (Allocator Platforms / Fund Infrastructure)

  • Investment Systems Strategist (PE, Allocator, Bank/Fintech)

  • Associate / Investment Manager roles RE (Infra) - Leaning Data/Tech

  • Black LinkedIn Icon

About Me
I’m a practical innovator who builds allocator-ready systems that bridge finance, product, and data. With 8+ years of experience across investment platforms, real estate finance, and product architecture, I specialize in designing fund infrastructure, LP dashboards, and audit-ready IR workflows that help funds and allocators scale with confidence.

I’ve supported $200M+ in fundraising by delivering CRM integrations, IC templates, DDQ/KYC automation, and LP reporting systems (ILPA/IFRS-compliant). My work spans private markets, infrastructure, and real assets, blending capital strategy with data automation to cut review cycles, improve compliance, and increase allocator engagement.

On the product side, I bring expertise in solutions architecture, API and CRM workflows, and data pipelines (Snowflake, SQL, Python, Tableau). On the finance side, I’ve modeled real estate, credit, and infrastructure deals, built IC processes, and supported allocator GTM across APAC, US, and Canada.​


Key Highlights

  • Fund & Allocator Infra → Built CRM, LP pipelines, and dashboards for $75M–$200M raises

  • Investor Ops & Reporting → Automated DDQ, KYC, and ILPA/IFRS reporting (cut manual cycles by 40–60%)

  • Capital Systems & Product → Designed allocator-ready workflows linking front-office IR to back-office compliance

  • Cross-Border GTM → Supported APAC/Australia allocator outreach with 100% coverage

  • Technical + Finance Fluency → Solutions architecture (APIs, Snowflake, SQL, Python) + fund modeling & credit analytics
     

Expertise Areas

  • Fund Infrastructure | Allocator Readiness | Investor Relations Systems

  • Real Assets & Credit | Syndication | Portfolio & Risk Analytics

  • Product & Platform Architecture | API Workflows | CRM Automation

  • Data & Quant Infrastructure | BI Dashboards | Compliance Automation

  • GTM Strategy | Allocator Engagement | Cross-Border Outreach

FundOps & Investor Systems
Product & Platform Strategy
Allocator Infrastructure
Data & Automation
Projects

( 03 )

Certifications

TOGAF 2024 – Enterprise Architecture

 

FrameworkAdvanced Certified Scrum Product

 

Owner (A-CSPO) – Scrum AllianceCertified

 

SAFe® 6.0 Product Owner/Product Manager (POPM)

 

Financial Modeling & Valuation Analyst (FMVA)

 

CAIA (Chartered Alternative Investment Analyst) – Ongoing

 

Awards / Fellowships

( 04 )

Awards / Fellowship

Twice, 2012 & 2013

Annual All-Rounder Excellence Award
IIT Roorkee Heritage Fund

Awarded to top 0.5% of the 10,000 students strong IIT Roorkee. 

January 15, 2015

Institute Medal for Best Thesis
IIT Roorkee, India

Awarded to the top student from state and university for exemplar performance in the final research thesis. 

[Link to Project]

Medal for Best Thesis
UPSSA, India

Resident Trustee – International House NYC (Columbia University)
Honorary Bursary – Charles Correa Foundation

© 2023 By Aniruddh Jain

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