Meehir Patel · Investment Technology
Twenty years at the intersection of investment workflows, client success, and technology implementation — across hedge funds, asset managers, and fintech platforms.
Get in touchExpertise
Long-term relationship management across strategic accounts — from implementation through renewal. Experience renewing clients from near-zero trial contracts and reducing attrition where a genuine fit existed.
Front-to-back project management and business analyst experience across major platforms — including Broadridge (Paladyne), Eze Castle, Black Mountain (Allvue), and LayerOne (Neovest). Projects have covered long/short equity, long-only, credit, MBS, and structured products.
Tailored product demonstrations and solution design for prospective clients. Comfortable in discovery conversations with portfolio managers, traders, middle-office, and IT — and translating those conversations into viable workflow proposals.
Identifying where process breaks down and helping firms fix it — through better configuration, vendor guidance, or cross-functional alignment. Experienced across operations, compliance, and front-office workflows.
Independent advisory on OMS/PMS vendor selection, proof-of-concept structuring, and requirements gathering. Comfortable serving as a neutral advocate between client needs and vendor capabilities.
Translating between investment teams, operations, technology, and product — the work that rarely fits a job description but consistently determines whether a technology initiative succeeds or stalls.
Experience
Advising hedge funds, asset managers, and family offices on OMS/PMS vendor selection, implementation strategy, and workflow optimization. Clients have included Rithm Capital ($36B AUM), Gabelli Funds ($35B), Marathon Asset Management ($18B), Neuberger Berman ($300B), and UBS / Credit Suisse Credit Investment Group ($40B+).
Joined during the firm's early growth stage to scale client success from founder-led to a structured, repeatable function. Managed implementation and ongoing support for 55 clients across hedge funds, endowments, and mutual funds.
Managed a global roster of 46 strategic client relationships across hedge funds, asset managers, and family offices. Led pre-sales discovery and solution design, and co-managed alliances with prime brokers and fund administrators. Earlier drove the firm's first four U.S. deployments and established its initial operational presence in Asia. Paladyne was subsequently acquired by Broadridge.
Internal operations SME supporting third-party trading, order management, and accounting systems across a major institutional asset manager. Led UAT for trading system migrations and disaster recovery protocol.
Client implementations, system configurations, and primary support for portfolio managers, traders, and operations staff across the Eze OMS suite.
About
Not the developer writing the code. Not the salesperson running the quota. The value has always been at the intersection — taking time to understand how investment organizations actually operate, and helping them make better decisions about the technology meant to support that work.
That means asking the right questions in a room full of people with different priorities. It means knowing enough about the system to point a developer to where the logic broke, without pretending to be the one who fixes it. And it means building relationships that last well beyond an implementation go-live.
Based in Brooklyn, NY. Open to roles across investment technology, client success, and solutions advisory — at software companies, asset managers, and family offices.
Contact
If you're working on something in investment technology — a role, a project, or a vendor decision — and think there might be a fit, feel free to reach out directly.