Jatin Joshi Manager - Asset & Wealth Management Audit

Jatin is an Audit Manager in Forvis Mazars' Asset & Wealth Management team, delivering audit and assurance services to asset managers, wealth managers and investment companies. He leads audit engagements, coordinates specialist teams and builds strong client relationships across the financial services sector. 

Experience

Jatin has over seven years of experience providing audit and assurance services to clients across the asset and wealth management sector. He specialises in external audit, financial reporting and regulatory assurance, working with asset managers, wealth managers, private equity firms, credit funds and listed investment companies, including FTSE 250 entities.

As an audit manager at Forvis Mazars, he leads complex audit engagements, coordinates multidisciplinary specialist teams and supports clients in navigating technical accounting and regulatory matters. Beyond client delivery, Jatin contributes to business development, team development and audit quality initiatives across the practice, helping strengthen the firm's presence and relationships within the financial services market.

Work highlights

 Jatin has built a strong track record delivering audits for complex clients across the asset and wealth management sector, including listed asset managers and private equity-backed businesses. A key highlight of his career has been leading large, multidisciplinary engagements, coordinating specialists across areas such as technology, tax, valuations and regulatory assurance to deliver high-quality outcomes for clients.

At Forvis Mazars, he has successfully managed complex audit engagements, strengthened client relationships and supported the development of junior team members.