Priya Upadhyay

About Priya Upadhyay

Finance professional with hands-on experience in OTC derivatives settlements, brokerage reconciliation, dispute management, and trade lifecycle operations. Skilled in exception handling, problem-solving, and client relationship management, with proven ability to foster collaboration and maintain strong client partnerships. Strong communicator and team player with leadership experience in training, mentoring, and driving results. Seeking a challenging role in investment banking operations to contribute expertise and grow within a dynamic organization.

Experience

1. Analyst

   Smartstream

   Aug 2022 — Present · Mumbai, IN

   Analyst — SmartStream Technologies (Aug 2022 – Present)OTC Derivatives | Brokerage Reconciliation | Break Resolution | Trade Life Cycle•Performing brokerage reconciliation across OTC derivatives including IRS, CDS, EQD, FX, MM, FI, FID using trade-level and fee-level reconciliation processes.•Managing disputes and resolving breaks by collaborating with brokers across UK, US, HK, France, ensuring SLA adherence and timely closure.•Working with reconciliation platforms like TFIM and workflow tools like JIRA to track, investigate, and resolve exceptions.•Driving efficiency improvements by contributing to system enhancements for transaction processing.•Training and mentoring new recruits on BAU processes, reconciliation, and best practices.•Supporting escalations with accurate, structured, and timely responses resulting in reduced outstanding items for key brokers.

Education

• D.Y Patil university and school of management studies

  Bachelor of Business Administration - BBA, Finance, General

• Imarticus Learning

  Investment banking operations professional. , Investment banking operations

• Sri Ma Vidyalaya

  Higher Secondary Certificate, Business/Commerce, General