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Akbar Poonawala

Investor

CFA at Pivot Investment Partners

Oklahoma City Metropolitan Area

Kauffman Fellow · Class 28

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About

A principal at Pivot Investment Partners, described as a CEO-level financial services operating executive with extensive experience running and investing in financial services businesses globally.

Experience

  1. Pivot Investment PartnersCo-Founder & Managing Partnercurrent2014 — presentNew York, NY (Jan 2014 - May 2023) + Houston, TX (May 2023 - Present)
  2. Industrial Promotion Services (IPS)Non Executive Directorcurrent2026 — presentNairobi, Kenya
  3. Jubilee InsuranceNon Executive Directorcurrent2022 — presentNairobi, Kenya
  4. Kauffman FellowsKauffman Fellow (Class of '28)current2023 — presentUnited States
  5. Tribeca Early Stage PartnersPartnercurrent2014 — presentNew York, NY
  6. Deutsche BankMD & Head, Global Transaction Banking (GTB) for Americas2011 — 2013New York, NY
  7. Deutsche BankMD & Head of Global Equity Services (GES)2001 — 2013New York, NY and London, UK
  8. Deutsche BankMD & Global Head of Client Management - Corporate Trust (CTAS)1999 — 2001New York, NY
  9. Bankers Trust CompanyVP/Director/MD - Head, Asian Business Development - Corporate Trust (CTAS)/Global Inst'l Svcs (GIS)1994 — 1999Mumbai, India - reporting to Hong Kong and London, UK
  10. Bankers Trust CompanyVP - Global Securities Lending1990 — 1994New York City Metropolitan Area
  11. Bankers Trust CompanyManagement Consulting Group1986 — 1990New York, NY
  12. CiticorpSummer Intern, North American Investment Banking (NAIB)1985New York, NY
  13. Tata Consultancy ServicesAssociate1983 — 1984Mumbai, India

Skills & more

Bloomberg3Management40Equities99Capital Markets99Investment Banking99Derivatives27Fixed Income84Corporate Finance64Financial Modeling21Banking25FX Options11Private Equity13
+10 morePortfolio ManagementValuationHedge FundsFinancial AnalysisStructured ProductsSecuritiesRisk ManagementSecurities MarketTransactional BankingFinancial Markets

Languages English · Gujarati · Hindi · Marathi

  • CFA — CFA Institute

From Akbar's professional profile.

Colleagues at Pivot Investment Partners

Anouck Champsaur
EIR at Energy Transition Ventures
Anouck Champsaur
Investor at Sofinnova Partners
Dinkar Jetley
Investor at Pivot Investment Partners
Larry Klane
Investor at Pivot Investment Partners

Frequently asked questions

Who is Akbar Poonawala?
A principal at Pivot Investment Partners, described as a CEO-level financial services operating executive with extensive experience running and investing in financial services businesses globally.
Where does Akbar Poonawala work?
Akbar Poonawala is CFA at Pivot Investment Partners.
Where did Akbar Poonawala go to school?
Akbar Poonawala studied at CFA Institute (CFA, Chartered Financial Analyst); NYU Stern School of Business (MBA, Finance); Symbiosis Institute of Management Studies (MBA, Marketing).

Same school

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