Mansi Upadhyay is a Consultant with more than 13 years of experience across investment data operations, reference data management, and financial systems within the investment management industry. She specializes in data quality analysis, reconciliation, and business analysis, helping clients improve data accuracy and build efficient operational workflows.

Mansi has worked across complex investment environments supporting security master data, pricing validation, corporate actions, and investment finance data. She partners with business and technology teams to investigate issues, support testing efforts, strengthen data integrity, and deliver business-driven solutions. Her experience includes working with platforms such as Eagle, SimCorp Dimension, and Charles River, along with leveraging SQL and analytical tools to assess large financial datasets.

Mansi is passionate about continuous improvement and gaining a deeper understanding of how investment systems work together. Based in Toronto, she enjoys spending time with family, cooking, and traveling. She has traveled to destinations including the Maldives and London and is passionate about home décor.  

What would you tell someone just starting out in the industry right now?  

Get good foundational knowledge , Be curious and ask questions  

What has changed the most since you started out in the industry?  

Shift from manual processing to data driven technology enabled operation  

What are three words that describe how you do your job?  

Analytical , dependable and collaborative  

What are you most passionate about in your role?  

Continuous improvement and understanding how different systems work  

Who or what inspires you in your job?  

I am inspired by the opportunity to challenge myself . To build new skills, gain deeper understanding of the industry  

What personal or professional motto best reflects your approach to life or work?  

Growth begins when comfort ends