Sampada Upadhye

OFFICER AT CITIBANK | FUND ACCOUNTING | CORPORATE ACTIONS | PAYMENTS | TRADE PROCESSING| BREAK RESOLUTIONS| RECONCILIATION

Role
Officer at Citi
Location
Pune Division, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sampada Upadhye

Detail-oriented and results-driven finance professional with expertise in Corporate Actions processing, validation, and reconciliation across multiple markets and asset classes. Skilled in handling a wide range of events including dividends, mergers, bonus issues, rights, spin-offs, tender offers, and mandatory/voluntary events. Strong knowledge of global market practices, SWIFT messaging, and market deadlines, with a proven ability to ensure accuracy and timeliness in event capture, entitlement calculation, and client communication.Proficient in systems such as Bloomberg, MTM, and custodian platforms, SWIFT with hands-on experience in resolving exceptions, investigating breaks, and coordinating with custodians, counterparties, and internal teams. Demonstrated capability in end-to-end event lifecycle management—from announcement capture to entitlement posting and reconciliation—while ensuring compliance with organizational controls and regulatory requirements.Recognized for strong analytical, problem-solving, and stakeholder management skills, with a consistent track record of supporting process improvements, reducing risk, and enhancing operational efficiency in Corporate Actions.

Experience

  1. Officer

    Citi

    Aug 2022 — Present · Pune, IN

Education

  • Sinhgad Institute Of Management

    Master of Business Administration - MBA, Banking, Corporate, Finance, and Securities Law

  • The Institute of Company Secretaries of India

    Company secretary, Banking, Corporate, Finance, and Securities Law

  • Savitribai Phule Pune University

    Bachelor of Business Administration - BBA

    2014 — 2017

  • Sinhgad Institute Of Management

    Master of Business Administration - MBA, Finance

    2017 — 2019

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Sampada Upadhye — Officer at Citi in Pune Division, MH, IN | Unifers