Punit Ajmera
About Punit Ajmera
Punit Ajmera is the Alternative Investments Account Director at SEI in Oaks, Pennsylvania, with extensive experience in the investment management industry.
Current Role at SEI
Punit Ajmera currently serves as the Alternative Investments Account Director at SEI, based in Oaks, Pennsylvania, United States. With over six years at SEI starting in February 2017, Punit has brought extensive expertise in investment management to the company. His role likely encompasses managing alternative investment portfolios and overseeing account-related functions, aligning with his extensive background in finance and accounting.
Previous Experience at BBD, LLP
Before joining SEI, Punit Ajmera worked as a Senior Auditor in the Investment Management Group at BBD, LLP. His tenure there spanned seven months from 2016 to 2017 and was based in Philadelphia, Pennsylvania. In this role, Punit focused on auditing investment portfolios, leveraging his strong foundation in accounting and finance to contribute to the firm's investment management practices.
Career at Citco
From 2015 to 2016, Punit Ajmera worked as a Senior Accountant at Citco in Malvern, Pennsylvania. During his one-year tenure at Citco, his responsibilities likely included managing financial statements and investment portfolios. This role allowed Punit to expand his expertise in handling complex financial data and maintaining the integrity of investment accounting processes.
Professional Background at State Street
Punit Ajmera held the position of Senior Associate - MSIM Portfolio Services at State Street from 2012 to 2014, working in Malvern, Pennsylvania. Over the course of two years, Punit gained valuable experience in portfolio management and client services. His role at State Street involved overseeing portfolio services, further solidifying his career in the investment management industry.
Educational Background: Accounting and Finance
Punit Ajmera has a strong educational foundation in accounting and finance. He studied at Philadelphia University, where he earned an MBA with a focus on Accounting (CPA). Additionally, he holds a Bachelor's degree in Accounting and Finance from Drexel University, where he studied from 2003 to 2006. This academic background has significantly contributed to his qualifications and expertise in the financial sector.