Verified recordFinancial Services

Reza Khan

Director at Apex Group Ltd

Based in New York, United States

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Seniority

Director

Department

General Business & Management

Location

New York

Industry

Financial Services

Company size

8.4K

Contact information

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Email

1 credit

r•••••••@apexgroup.com

Phone

5 credits

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Background

About Reza Khan

As an experienced finance and accounting senior leader, I've spent over 15 years specializing in the complexities of private equity, fund accounting, and real estate investments. I've been fortunate to work at the intersection of strategic financial management and operational excellence, managing multi-billion-dollar portfolios and optimizing fund structures to drive significant value for clients. My passion lies in simplifying the complexities of high-stakes financial environments—ensuring precise reporting, regulatory compliance, and seamless service delivery. What drives me is the challenge of balancing risk management with growth opportunities, all while fostering trusted client relationships and guiding high-performing teams. From designing tailored fund solutions for major investment managers to leading transformative process improvements that enhance operational efficiencies, I thrive on bringing clarity and precision to every aspect of fund administration. Whether collaborating with stakeholders to launch new investment strategies, optimizing financial reporting frameworks, or mentoring teams to exceed client expectations, my focus remains on delivering sustainable results that elevate business performance. I’m eager to continue leveraging my expertise in finance, accounting, and strategic leadership to help organizations navigate the ever-evolving landscape of global investments. Key Accomplishments- Key contributor to the development of a proprietary database for asset and debt management, earning a CFO award- Designed a flexible outsourcing solution for a major investment manager with $20 billion in real estate investments, generating annual fees of $5 million- Successfully pitched the Alternative Investment Manager Directive and Foreign Account Tax Compliance Act offerings, securing mandates totaling $1 million in revenues- Former voting member of the New Business Acceptance and the European Depositary Oversight Committees at State Street- Supported acquisitions and asset management teams across Europe with over $4 billion in acquisitions and over $3 billion in disposals- Collaborated on a $1 billion public-to-private acquisition deal- Led a global project to develop and implement a system automating funds flow through investment structures.

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Reza Khan Email & Phone Number @ Apex Group Ltd | Kipplo Discover