Mona Patel

Managing Director - Head Of Client Operations at RBC BlueBay Asset Management

Mona Patel has been with BlueBay Asset Management since July 2004, currently serving as a Partner and Head of Client Operations. With a background in mathematics, statistics, and operational research, Mona has successfully driven various business initiatives to enhance service delivery at BlueBay. Mona has led transformations in client reporting and presentation teams, streamlined operations for improved client experiences, and built key relationships to expand the company's footprint globally. Prior to BlueBay, Mona worked at Pictet Asset Management as an RFP Writer, supporting new business development.

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Timeline

  • Managing Director - Head Of Client Operations

    April 1, 2023 - present

  • Partner - Head Of Client Operations

    January, 2018

  • Head Of Client Operations

    July, 2012

  • Service Oversight Manager

    June, 2009

  • Client Relationship Manager

    August, 2006

  • RFP Manager

    July, 2004