Nabil Shah

Administrator - Funds

Nabil Shah

Administrator - Funds

Areas of Expertise

  • Fund and Trust Administration
  • Private Equity
  • Investor Onboarding

Overview

Nabil is a Fund Administrator in the Oakbridge Funds Team.

He is responsible for facilitating our clients with their service deliverables, ensuring that their needs and expectations are met in an efficient and effective manner. He supports the team through processes such as distributions, drawdowns, reporting and day-to-day client deliverables.

Prior to joining Oakbridge, Nabil gained 5 years-worth of experience as a Fund Administrator at the Aztec Financial Services (Jersey) Limited where he worked on Aztec’s largest clients, which exposed him to a variety of funds/trusts and even allowed him to touch upon the financial statement preparation side. This experience is key in Nabil‘s role to provide an excellent level of service to his clients.

 

Qualifications & Memberships

  • LIBF Certificate and Diploma in Financial Studies
  • CISI Level 2 – Fundamentals of Financial Services
  • CISI Level 3 – Introduction to Investment
  • CGI Level 4 – Certificate of International of Fund Administration