Summary
Overview
Work History
Education
Skills
Websites
Personal Information
Timeline
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Priyanjali Sengupta

Toronto

Summary

Banking professional with 12+ years at J.P. Morgan & HSBC, specializing in treasury product implementation, client onboarding, custody operations, and fund accounting. Proven ability to deliver exceptional client experiences, strengthen stakeholder relationships, and optimize processes across North America, EMEA, and APAC.

Overview

13
13
years of professional experience

Work History

Career Break - Personal Growth & Relocation

04.2024 - 06.2025
  • Managed family relocation to Canada.
  • Completed certifications in Power BI, Agile Project Management, and Lean Six Sigma.
  • Stayed engaged with global banking operations and compliance updates.

Associate, Documentation & Client Onboarding

J.P. Morgan
01.2024 - 03.2024
  • Drove 30% faster onboarding cycle time by streamlining documentation.
  • Reduced errors by 25% via governance improvements.
  • Delivered 100% SLA adherence, ensuring exceptional client experience.

Manager, Operations & Governance

HSBC
07.2021 - 03.2024
  • Directed global custody migration (150+ accounts), saving $1.5M.
  • Managed stakeholder relationships for Bistro account governance.

Assistant Manager & Fund Administrator

HSBC
01.2015 - 01.2021
  • Led reconciliations team with 100% accuracy, automated reporting (25% faster).
  • Delivered accurate NAV and dashboards saving 20+ hrs weekly.

Tax Operations Associate

PwC India
01.2012 - 01.2015
  • Streamlined client onboarding, cutting workflow errors by 15%.

Education

MBA - Finance

Heritage Business School
01.2012

BSc - Economics

Calcutta University
01.2009

Skills

  • Treasury Product Implementation
  • Power BI
  • Agile project management
  • Lean Six Sigma
  • Documentation governance
  • Stakeholder management
  • Client onboarding
  • Custody Migrations
  • Account Governance
  • Fund Accounting
  • Reconciliations
  • Risk Controls
  • Compliance Controls
  • Stakeholder Engagement
  • Client Experience
  • Process Optimization
  • Automation

Websites

Personal Information

Work Permit: Open Work Permit Holder - Eligible to work in Canada

Timeline

Career Break - Personal Growth & Relocation

04.2024 - 06.2025

Associate, Documentation & Client Onboarding

J.P. Morgan
01.2024 - 03.2024

Manager, Operations & Governance

HSBC
07.2021 - 03.2024

Assistant Manager & Fund Administrator

HSBC
01.2015 - 01.2021

Tax Operations Associate

PwC India
01.2012 - 01.2015

MBA - Finance

Heritage Business School

BSc - Economics

Calcutta University

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Priyanjali Sengupta