Soumya Banerjee

About Soumya Banerjee

Financial services consulting professional with 16+ years of experience across hedge funds, private equity, asset & wealth management, and capital markets operations.My core strength lies at the intersection of domain expertise and solution design — translating complex front-to-back operating challenges into structured, scalable business and technology solutions.I have worked across global markets including the US, Canada, and Europe, partnering with asset managers, alternate investment firms, and financial institutions on high-impact initiatives such as: • Product design and end-to-end feature structuring for a US-based financial services firm’s Non-Purpose Lending (NPL) offering — from ideation and business requirements to workflow and UI conceptualization. • Platform modernization for hedge fund valuation environments, including migration from legacy infrastructures to enterprise accounting platforms. • Private Equity middle-office solution design for a leading Canadian pension fund, focusing on process optimization, data flow structuring, and operational control enhancements. • Daily P&L reporting and product control alignment for European hedge fund clients, working closely with front office and finance teams to strengthen reporting accuracy and governance. • Market data operations advisory covering entitlement management, vendor governance, ingestion, validation, enrichment, reconciliation, and golden copy frameworks. • Structured consulting support across RFP/RFI solutioning, operating model assessments, and data governance design for global capital markets clients. • Insurance operations consulting engagements covering claims and policy administration process analysis and optimization.At HCLTech, I lead consulting and solution architecture engagements across capital markets and alternate investments, combining domain expertise with structured business consulting frameworks to deliver pragmatic, implementation-ready solutions.My background in hedge fund and private equity valuation, and middle-office functions allows me to engage deeply with both business stakeholders and technology teams, ensuring solutions are grounded in operational reality.

Experience

1. Associate General Manager - Business Consulting Financial Setvices

   HCLTech

   Apr 2021 — Present · Bengaluru, IN

   Lead consulting and solution architecture engagements across capital markets, hedge funds, private equity, and asset & wealth management clients in North America, UK, Europe, Australia • Structure front-to-back operating model solutions spanning fund accounting, valuation, middle-office controls, reconciliation, product control, and market data operations. • Designed end-to-end product framework for a US-based Wealth Manager in Security based Lending offering — covering feature definition, workflow design, process architecture, and business requirement translation into implementation-ready artifacts. • Managed platform modernization initiatives within hedge fund accounting and valuation environments, including legacy system assessment, target-state architecture definition, and migration planning. • Developed private equity middle-office solution constructs for a leading Canadian institutional investor, focusing on data flow rationalization, governance checkpoints, and operational control alignment. • Partnered with European hedge fund product control teams to enhance daily P&L reporting frameworks, strengthen governance layers, and improve reporting consistency across front office and finance. • Advised on market data operating models including vendor governance, entitlement management, ingestion, validation, enrichment, reconciliation, and golden copy design frameworks. • Contributed to RFP/RFI solutioning, capability articulation, and location strategy for global asset management and alternate investment clients. • Supported insurance domain consulting initiatives involving claims process evaluation, policy administration workflow assessment, and operating model analysis.

Education

• University of Calcutta

  M.Com, Finance

• University of Calcutta

  MBA Finance, MBA Finance

Skills

• Strategy
• Portfolio Management
• Financial Services
• Options
• Bloomberg
• Finance
• Banking
• Mutual Funds
• Business Analysis
• Risk Management
• Team Management
• Management
• Fixed Income
• Accounting
• Investment Banking
• Financial Risk
• Derivatives
• Financial Analysis
• Risk Analytics
• Hedge Funds
• Equities
• Valuation
• Capital Markets
• Leadership
• Microsoft Excel